Average Ratings 11 Ratings
Average Ratings 1 Rating
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
Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off.
Make sales documents that are consistent and error-free.
Get the insights you need to scale your process, make timely contacts, and forecast accurately.
Your customers and prospects will enjoy a seamless sign-off experience
The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.
API Access
Has API
API Access
Has API
Integrations
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce Sales Cloud
Stripe
Close
Formstack Documents
FreshBooks
Google Docs
HubSpot Marketing Hub
Integrations
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce Sales Cloud
Stripe
Close
Formstack Documents
FreshBooks
Google Docs
HubSpot Marketing Hub
Pricing Details
$29 / month
Free Trial
Free Version
Pricing Details
$35/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
Proposify
Founded
2012
Country
Canada
Website
www.proposify.com
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
RFP
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management
Sales Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management