Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

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

Secure electronic signatures are a key tool to keep your business moving forward. You can create documents, accept payments, and set up automated workflows. E-Sign is a global leader in electronic signature solutions. Our eSignature platform speeds up agreements, eliminates manual tasks, makes it easy to connect to the tools and systems that you already use. Everyday life is awash with agreements. From sales contracts and offer letters, to account openings or invoices, agreements are everywhere. E-Sign's electronic signature solution allows you to quickly complete contracts, approvals, or other agreements. E-Sign can be integrated into your digital ecosystem so you can extend these benefits beyond the initial stages of the agreement process to include preparing, managing, and acting on agreements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Stripe
Chargebee
Close
Dropbox
Google
Google Docs
Intercom
Microsoft 365
Microsoft Power Automate
PayPal
Pipedrive
Slack
Stackreaction
Xero
Zapier

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Stripe
Chargebee
Close
Dropbox
Google
Google Docs
Intercom
Microsoft 365
Microsoft Power Automate
PayPal
Pipedrive
Slack
Stackreaction
Xero
Zapier

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

E-Sign

Founded

2012

Country

United Kingdom

Website

www.esign.co.uk

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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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