Average Ratings 11 Ratings
Average Ratings 1 Rating
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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
Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills.
You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents.
Key features
Pre-formatted templates available in over 1000+ formats
Easy to use document editor
Smart document repository that supports attachments
Integrate apps via Zapier, native APIs
Fill out documents and have them eSigned
API Access
Has API
API Access
Has API
Integrations
Chargebee
Pipedrive
Salesforce
Stripe
Close
Docusign
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Integrations
Chargebee
Pipedrive
Salesforce
Stripe
Close
Docusign
Google Docs
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Pricing Details
$29 / month
Free Trial
Free Version
Pricing Details
Free
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
Revv
Founded
2018
Country
United States
Website
www.revv.so/
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
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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