Average Ratings 11 Ratings
Average Ratings 43 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
Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows.
Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
Yes
Aline
No
Cloudsquare Lend
No
Cloudvirga
No
Gavel
No
Genie AI
No
Liberate
No
MoxiBalance
No
Pactly
No
Process Street
No
Integrations
Stripe
Yes
Aline
Yes
Cloudsquare Lend
Yes
Cloudvirga
Yes
Gavel
Yes
Genie AI
Yes
Liberate
Yes
MoxiBalance
Yes
Pactly
Yes
Process Street
Yes
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
$10.00/month/user
Offers 30-day free trial. Pricing starts at $10 per user per month (Personal plan), $25 per user per month (Standard plan), and $40 per user per month (Business Pro plan). For advanced solutions, call 1-877-720-2040.
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Docusign
Founded
2004
Country
United States
Website
www.docusign.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
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
No
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Remote Work
Collaboration
No
Credential Management
No
Electronic Signature
Yes
Employee Monitoring
No
Live Chat
No
Meeting Management
No
Project Management
No
Remote Access
No
Remote Support
No
Screen Sharing
No
Softphone
No
Task Management
No
Time Zone Tracking
No
Video Chat
No
Web Conferencing
No