Average Ratings 11 Ratings
Average Ratings 0 Ratings
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
Description
Experience a signing process that is ten times more efficient, innovative, and aesthetically pleasing. Whether you are sending or receiving a contract, you can rely on incredibly fast turnaround times. Signing is a moment worth celebrating, which is why we pay close attention to every detail of our product. Our customizable templates come equipped with intelligent rules designed to help you save both time and effort. Seamlessly integrate with all your favorite applications, allowing you to send, connect, receive, and embed your documents anywhere. You will receive a personal link to share with everyone important to you. Establish connections and automate your workflow with tools like Zapier for added integration ease. Plus, integrated payment solutions through Stripe eliminate any concerns about receiving payments. You can easily incorporate Documenso into your own product by copying and pasting our React widget into your application. Whether you choose to clone our repository or utilize our user-friendly hosting option, you have the power to make it uniquely yours with extensive customization and adaptability. In short, our platform not only enhances efficiency but also transforms the entire signing experience into something remarkable.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Stripe
Yes
Airtable
No
Chargebee
Yes
Close
Yes
Google Docs
Yes
Google Drive
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Teams
No
Pipedrive
Yes
Integrations
Stripe
Yes
Airtable
Yes
Chargebee
No
Close
No
Google Docs
No
Google Drive
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Teams
Yes
Pipedrive
No
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
$30 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
Documenso
Website
documenso.com
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
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