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
Digital Close revolutionizes the home buying experience by offering a comprehensive closing solution that integrates seamlessly into the Pavaso platform. This innovative tool enables you to engage with all relevant parties from a single, centralized platform, facilitating effortless communication. With Digital Close, you can access all necessary contracts and document packages in a digital format, review them thoroughly before signing, and even finalize your closing completely online. By streamlining the process and utilizing user-friendly technology, Digital Close transforms the journey of purchasing a home into a process that is both enjoyable and exciting. Furthermore, Pavaso's RON technology allows you to conduct the entire closing procedure remotely and digitally at your convenience, ensuring that signers can be located anywhere globally while eSigning documents. This advanced remote online notarization solution harnesses two-way audio-video technology, making the notarization process more accessible than ever before. In this way, the future of home buying is not just easy; it is also incredibly efficient and user-oriented.
API Access
Has API
API Access
Has API
Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
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
Pavaso
Founded
2011
Country
United States
Website
pavaso.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
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview