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
Sellizer serves as a proposal tracking platform tailored for B2B sales teams, providing insights into the journey of your proposals post-dispatch.
You can either create your proposal using the integrated builder or upload an existing PDF file. Once your document is accessed, you receive comprehensive data: including who viewed it and at what time, the duration spent on individual pages, the sections revisited, and the total number of viewers. The tool's heatmaps and session recordings reveal which parts captured the reader's interest and which sections were overlooked. Additionally, you will be notified via email or SMS the instant your proposal is opened, allowing you to time your follow-up perfectly.
With Priority and Engagement scores, ranging from 0 to 100, you can prioritize your leads efficiently, while automated follow-up reminders help maintain engagement with your contacts. Furthermore, Sellizer seamlessly connects with 11 different CRMs, including Pipedrive, HubSpot, and Salesforce, as well as Gmail and Outlook, and allows you to personalize your proposals by incorporating your own logo and subdomain. This combination of features ensures a streamlined and effective sales process for your team.
API Access
Has API
Yes
API Access
Has API
No
Integrations
HubSpot CRM
Yes
Pipedrive
Yes
Salesforce
Yes
Bitrix24
No
Chargebee
Yes
Close
Yes
Firmao CRM
No
Google Docs
Yes
HubSpot Customer Platform
Yes
Microsoft Dynamics 365
No
Integrations
HubSpot CRM
Yes
Pipedrive
Yes
Salesforce
Yes
Bitrix24
Yes
Chargebee
No
Close
No
Firmao CRM
Yes
Google Docs
No
HubSpot Customer Platform
No
Microsoft Dynamics 365
Yes
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
$17.60/month
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
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
Sellizer
Founded
2018
Country
Poland
Website
www.sellizer.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
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No