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
Introducing the document generation application that guarantees a top-tier experience for all users while significantly enhancing your operational efficiency and daily workflow. It streamlines every facet of the document creation journey, from initial design to final signing, allowing you to generate, automate, and collaborate seamlessly on a single platform without the need for additional software or applications. We prioritize the satisfaction of our clients, striving to address every inquiry within hours. Say goodbye to tedious manual tasks that drain your time and increase the risk of human errors, inconsistencies, and lost files. Instead, concentrate on what truly matters—interacting with your clients, creating new sales leads, or simply enjoying a longer coffee break. With just one click, you can effortlessly set up actions to create any document type from various data sources and leverage Salesforce’s built-in automation features like Process Builder and Visual Flow to seamlessly incorporate customized documents into your workflows. Regardless of your chosen method, programming knowledge is not a prerequisite, allowing everyone to benefit from this efficient tool. Embrace this innovative solution and transform the way you handle document generation for good.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Chargebee
Close
Google Docs
Google Drive
HTML
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Pipedrive
Integrations
Salesforce
Chargebee
Close
Google Docs
Google Drive
HTML
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Pipedrive
Pricing Details
$29 / month
Free Trial
Free Version
Pricing Details
$10 per 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
Docomotion
Country
Israel
Website
www.docomotion.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
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates