Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Anfold Software Timesheet Portal No 
Basecamp No 
Chargebee Yes 
Classter No 
Close Yes 
Google Docs Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LogicMelon No 
Microsoft Power Automate No 
Pipedrive Yes 
Proclaim No 
Recruitly No 
Stackreaction No 
Stripe Yes 
Voyager Infinity No 
eBoss No 

Integrations

Salesforce Yes 
Anfold Software Timesheet Portal Yes 
Basecamp Yes 
Chargebee No 
Classter Yes 
Close No 
Google Docs No 
HubSpot CRM No 
HubSpot Customer Platform No 
LogicMelon Yes 
Microsoft Power Automate Yes 
Pipedrive No 
Proclaim Yes 
Recruitly Yes 
Stackreaction Yes 
Stripe No 
Voyager Infinity Yes 
eBoss Yes 

Pricing Details

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

Pricing Details

£6.00 ($9.00)
Web App pricing is on a per licence basis with monthly rates starting from £6.00. The four Web App plans (Spring, Rapids, Surge & Waterfall) differentiate in terms of features and include unlimited uploads and sends
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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) Yes 
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 Yes 
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

Legalesign

Founded

2012

Country

United Kingdom

Website

legalesign.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

Applicant Tracking

Assessments No 
Background Screening Yes 
Candidate Management No 
Collaboration Tools No 
Internal HR No 
Interview Management No 
Interview Scheduling No 
Job Board Posting No 
Job Requisition No 
Onboarding Yes 
Recruiting Firms No 
Reference Checking Yes 
Resume Parsing No 
Resume Search No 
Self Service Portal No 
Workflow Management Yes 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database No 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter Yes 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management No 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management Yes 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management Yes 
Version Control No 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration No 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking Yes 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding Yes 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets Yes 
Training Management No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search No 
Version Control No 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
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 No 

Quoting

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

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management Yes 
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 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation No 
Search Yes 
Task Management No 
Templates Yes 
Workflow Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives

Sign.Plus Reviews

Sign.Plus

Alohi
Sign.Plus Reviews

Sign.Plus

Alohi