DocSales vs. infoRouter Comparison


DocSales	infoRouter	+	+
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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 Manage and monitor the entire document lifecycle with infoRouter, a scalable electronic document management system (EDMS) for small to medium-sized businesses. infoRouter helps drive efficiency and productivity across the board by providing users the tools to capture, classify, search, share, and archive critical company documents and records. The platform also offers full integration into MS Office tools, multi-language support, and a web services API.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot	Audience From small, independent businesses to large organizations
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 / month Price per user and plan. Free Version Not Supported Free Trial Supported	Pricing $4750.00/one-time/user Free Version Supported Free Trial Supported
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
Pros & Cons from Real Users Pros The integration with the CRM Rd Station. We are using to develop quotation to customer and It is very easy to send this quotes. The integration with Salesforce, Pipedrive and HubSpot CRM makes this platform more powerful for generating sales proposals for customers. Drag and drop customization is available. Document manager to access and visualize generated proposals. Helps in saving time by cutting sales processes. What I like best in DocSales is the integration with HUBSPOT, it helps us to optimize the flow since it brings the data automatically. I like best in DocSales the support, they return really fast. The platform is agile and easy to use, what helps a lot the clients. The possibility for a lot of people to follow up the process of the signing process and the ease to our clients. Cons The text editor could be user-friendlier. It is necessary a skills about html language. Never faced any major issues on DocSales. No cons. What I don't like about the variables and additional fields, I think the fields could be better placed so the person utilizing it doesn't get confused. I don't have any con, nothing. At the moment, no improvements, the platform attends us really well and in a positive way. The platform could save the names and emails sent with more ease and frequency or even create models where you leave as default the workflow.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information DocSales Founded: 2019 United States www.docsales.com	Company Information infoRouter Founded: 2001 United States www.inforouter.com
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Categories Digital Signature Supported Document Generation Supported Proposal Management Supported Quoting Supported Sales Acceleration Supported Sales Enablement Supported	Categories Document Management Supported Proposal Management Supported Workflow Management Supported
Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Not Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Not Supported Templates Supported Version Control Supported Show More Features Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Not Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Document Generation Features Batch Processing Supported Collaboration Not Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Not Supported Templates Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Sales Acceleration Features Campaign Management Not Supported CPQ Supported Dialer Not Supported Email Sequencing Not Supported Email Templates Not Supported Email Tracking Not Supported List Building Not Supported Meeting Scheduler Not Supported Predictive Analytics Not Supported Reporting Not Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported	Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Supported Contact Management Not Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Supported Pipeline Management Not Supported Requirements Management Supported Revision Management Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Supported Show More Features Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Not Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Chargebee Supported Close Supported EzeScan Not Supported Google Docs Supported HubSpot CRM Supported HubSpot Customer Platform Supported Microsoft Excel Not Supported Microsoft Outlook Not Supported Microsoft PowerPoint Not Supported Microsoft Word Not Supported Pipedrive Supported Salesforce Supported Stripe Supported Show More Integrations View All 8 Integrations	Integrations Chargebee Not Supported Close Not Supported EzeScan Supported Google Docs Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported Microsoft Excel Supported Microsoft Outlook Supported Microsoft PowerPoint Supported Microsoft Word Supported Pipedrive Not Supported Salesforce Not Supported Stripe Not Supported Show More Integrations View All 5 Integrations
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