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
InForge serves as an online platform designed for quoting and defining scopes of work, catering to agencies, studios, contractors, and other businesses that operate on a project basis. This tool empowers organizations to craft personalized intake forms and establish pricing guidelines, transforming incoming requests from prospects into detailed quotes and comprehensive scopes of work. Teams can modify and dispatch proposals via a client portal, where clients are able to examine the specifics, electronically sign documents, and access payment links. The platform supports quotes that encompass packages, individual line items, and recurring retainers, while also providing industry-specific templates to customize both forms and pricing structures for various trades. Additionally, InForge includes a WordPress plugin for seamless integration of intake forms, adjustable payment links, and optional AI-enhanced drafting for intake or scope creation using the customer's own API key. Notably, the subscription plans are billed monthly instead of being charged per user, with a free tier that allows management of only one active project, making it accessible for smaller operations. This range of features makes InForge a versatile choice for businesses looking to streamline their project quoting processes.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Stripe
Yes
Cash App
No
Chargebee
Yes
Claude
No
Close
Yes
Gemini
No
Google Docs
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
OpenAI
No
Integrations
Stripe
Yes
Cash App
Yes
Chargebee
No
Claude
Yes
Close
No
Gemini
Yes
Google Docs
No
HubSpot CRM
No
HubSpot Customer Platform
No
OpenAI
Yes
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
$19/month
The Free plan supports one open project at a time. Pro costs $19/month for up to 10 open projects, Studio costs $49/month for up to 25, and Agency costs $199/month for up to 150. Plans are billed monthly, with no long-term contract, and can be canceled at any time. An optional one-time setup service is available for $499.
Free Trial
No
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
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
Arrowtrack Solutions
Founded
2023
Country
United States
Website
www.inforge.io
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
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Alternatives
Alternatives
No Alternatives