Average Ratings 11 Ratings
Average Ratings 0 Ratings
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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
Customer Relationship Management (CRM) solutions like Pipedrive and Hubspot can be easily integrated with the CMS. Django CMS enables you to establish your Corporate Identity and Brand without any limitations. There's no need to start from scratch; a vast array of functionalities you may desire is already available. Simply choose from numerous packages offered in the marketplace. Editing all content in the frontend is straightforward and does not require any programming knowledge. The platform supports full drag-and-drop functionality for components, as well as the ability to copy and paste content freely, even between different pages. Django CMS is essentially a Django package that leverages the extensive capabilities of Django, a leading modern web framework with a substantial community backing. You can effortlessly incorporate your existing Django modules into the CMS. Additionally, the AppHook feature empowers editors to embed your applications anywhere within the CMS, allowing for greater flexibility and customization. This makes the platform not only user-friendly but also highly adaptable to a variety of needs.
API Access
Has API
API Access
Has API
Integrations
Algolia
All in One Accessibility
Alli AI
Atom
BlackMonk
Blackfire
Blimp Boards
Chargebee
Clicky
Flockport
Integrations
Algolia
All in One Accessibility
Alli AI
Atom
BlackMonk
Blackfire
Blimp Boards
Chargebee
Clicky
Flockport
Pricing Details
$29 / month
Free Trial
Free Version
Pricing Details
No price information available.
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
django CMS
Website
www.django-cms.org
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
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
