Best Document Management Software for Close
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Compare the Top Document Management Software that integrates with Close as of August 2026
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This a list of Document Management software that integrates with Close. Use the filters on the left to add additional filters for products that have integrations with Close. View the products that work with Close in the table below.
What is Document Management Software for Close?
Document management software is a type of software that helps organizations manage their documents. It allows users to store, index, retrieve and manipulate digital files, as well as organize them in ways that make sense for the organization. Document management software can help an organization keep track of versions and revisions, ensuring the most up-to-date documents are being used. Different document management systems offer different features, so it is important to research which one will best suit the needs of the organization. Compare and read user reviews of the best Document Management software for Close currently available using the table below. This list is updated regularly.
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1
Microsoft 365
Microsoft
Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.Starting Price: $9.99/month -
2
DocSales
DocSales
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.Starting Price: $29 / month -
3
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
4
SignWell
SignWell
SignWell is an eSignature platform built for growing businesses and API-driven platforms. It fills the gap between basic signing tools, affordable but limited in compliance, automation, and support, and large legacy platforms that come with high costs, complex contracts, and features most businesses don't need. SignWell delivers SOC 2 Type II compliance, HIPAA support, detailed audit trails, workflow automation, embedded signing via API, and responsive human support across all plans. Trusted by more than 65,000 businesses, with more than 10 million documents signed and 99.99% reported uptime.Starting Price: $10 per month -
5
Sourcetable
Sourcetable
Sourcetable is an AI-powered spreadsheet and data platform designed to streamline your workflow and improve productivity. It offers a comprehensive solution for tasks such as analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and driving business intelligence. Combining the familiarity of traditional spreadsheets like Excel and Google Sheets, Sourcetable includes all standard formulas and functions while providing seamless data connections to over 100 databases and applications. With Sourcetable, you can centralize and analyze data from multiple sources in real-time, enabling more efficient decision-making and collaboration. The platform integrates advanced AI models to help automate workflows, uncover insights, and support data-driven strategies. Whether you’re building interactive dashboards, conducting detailed analyses, or preparing data for machine learning, Sourcetable is designed to make complex tasks easy.Starting Price: Free -
6
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month
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