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
Documill Dynamo is an easy-to-use document generation app for Salesforce. It empowers users to create documents with a click, right within Salesforce.
Quick and smooth deployment: just choose a sample template from the library and start generating your documents. Or create a template intuitively with a drag-and-drop interface with no need for coding.
Personalized document workflows: fulfil your organization’s needs using pre-defined options.
Best quality, no matter which document type or layout: produce versions in multiple languages using a single template. Use freely nested tables and images.
Exert full control over users' editing rights for all document sections and tasks.
Intuitive Salesforce experience: empower users to complete each of their tasks without leaving Salesforce. Eliminate the need to jump between applications and ensure top productivity.
Automate now document creation and the related workflows for all kinds of documents: quotes, contracts, proposals and more!
API Access
Has API
Yes
API Access
Has API
No
Integrations
Salesforce
Yes
Chargebee
Yes
Chatter
No
Close
Yes
Docusign
No
Gmail
No
Google Docs
Yes
Google Drive
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrations
Salesforce
Yes
Chargebee
No
Chatter
Yes
Close
No
Docusign
Yes
Gmail
Yes
Google Docs
No
Google Drive
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
Professional services with separate agreement.
Free Trial
Yes
Free Version
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
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
Yes
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
Yes
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
Documill
Founded
1997
Country
Finland
Website
www.documill.com/document-automation
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
Document Generation
Batch Processing
No
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes