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Average Ratings 11 Ratings

Total
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features
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support

Description

Enhance your signing experience with a solution that prioritizes privacy. Securely sign or certify your documents while ensuring confidentiality is maintained. With end-to-end encryption and local processing, you can retain complete control over your data. Embrace the future of your business through the next generation of electronic signing. Unlike traditional eSigning services that have access to your sensitive files, our solution keeps your information secure. Instead of wasting time on manual tasks like printing, scanning, and mailing, streamline your processes digitally in just a few clicks. Transitioning to eSigning should be seamless, featuring developer-friendly APIs and an intuitive WebApp. Your team and clients can sign documents legally and conveniently from any location and at any time. A compliant eSigning solution should include regulated signatures and robust identity verification procedures. Our offering is unique in that it is designed with privacy at its core, ensuring that all data is processed locally on your device by default. By choosing this solution, you are not only modernizing your workflow but also safeguarding your sensitive information effectively.

Description

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Chargebee No 
Close No 
Google Docs No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft 365 Yes 
Pipedrive No 
Salesforce No 
Stripe No 
eMonitor Yes 

Integrations

Chargebee Yes 
Close Yes 
Google Docs Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft 365 No 
Pipedrive Yes 
Salesforce Yes 
Stripe Yes 
eMonitor No 

Pricing Details

$190 per year
Free Trial Yes 
Free Version No 

Pricing Details

$29 / month
Price per user and plan.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Certifaction

Country

Switzerland

Website

certifaction.io

Vendor Details

Company Name

DocSales

Founded

2019

Country

United States

Website

www.docsales.com

Product Features

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Product Features

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders No 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats No 
Templates Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration No 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ Yes 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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