DocSales vs. eRep Comparison


DocSales	eRep Revalize	+	+
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IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control. 66 Ratings Visit Website Docmosis Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. 51 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 220 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. 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About DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.	About eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot	Audience Manufacturers and Distributors, especially those who have configurable products
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 / month Free Version Free Trial	Pricing $75/user/month Free Version Free Trial
Reviews/Ratings Overall 4.7 / 5 ease 4.8 / 5 features 4.6 / 5 design 4.8 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information DocSales Founded: 2019 United States www.docsales.com	Company Information Revalize Founded: 1997 United States erepcpq.com/lp/sf/cpq/
Alternatives PandaDoc	Alternatives BlinQ BlinQ Software
ClientPoint	Experlogix CPQ Experlogix
Sign.Plus Alohi	iQuote Xpress
Revv	TeamGram
Doc2 View All	ConnectWise CPQ ConnectWise View All
Categories Digital Signature Document Generation Proposal Management Quoting Sales Acceleration Sales Enablement	Categories Commission CPQ CRM Inside Sales Product Configurator Proposal Management Quoting Sales Sales Enablement Sales Force Automation Sales Forecasting
Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Show More Features Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking Document Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management	Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Show More Features CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Product Configurator Features 2D Drawing 3D Modeling Analysis & Constraints Custom Pricing Options eCommerce Inventory Management Recommendation Engine
Integrations HubSpot CRM HubSpot Customer Platform Salesforce Acumatica Cloud ERP Chargebee Close Epicor Kinetic Google Docs HubSpot Sales Hub Infor CRM Infor CloudSuite ERP Infor M3 JD Edwards EnterpriseOne Microsoft Dynamics 365 Microsoft Dynamics GP Oracle Fusion Cloud ERP Pipedrive Sage 300 Zapier Show More Integrations View All 8 Integrations	Integrations HubSpot CRM HubSpot Customer Platform Salesforce Acumatica Cloud ERP Chargebee Close Epicor Kinetic Google Docs HubSpot Sales Hub Infor CRM Infor CloudSuite ERP Infor M3 JD Edwards EnterpriseOne Microsoft Dynamics 365 Microsoft Dynamics GP Oracle Fusion Cloud ERP Pipedrive Sage 300 Zapier Show More Integrations View All 21 Integrations
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