Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

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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

Propovo is an online platform designed for agencies, consultants, freelancers, and sales teams to streamline their proposal and sales processes. It empowers users to convert notes from clients, meeting transcripts, and relevant business information into customizable proposals, contracts, statements of work, and quotes. With a user-friendly visual editor, it allows for the use of reusable templates, branding elements, and service pricing options, while branded client rooms facilitate document sharing, electronic signature collection, and tracking of engagement activities. The interconnected nature of contacts, deals, proposals, and client rooms within a sales pipeline enables teams to efficiently oversee opportunities from the first point of contact to the final delivery of documents. Additionally, Propovo Copilot aids in crafting client communications for user review, enhancing overall productivity. The service seamlessly integrates with CRM systems, calendars, email, and various workflow tools, also supporting webhook-based automation for optimized processes. Accessible via web browsers, it fosters collaboration with clients and effective management of sales-related documents, ensuring a comprehensive solution for sales teams.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Salesforce Yes 
Calendly No 
Chargebee Yes 
ClickUp No 
Close Yes 
Fathom No 
Fireflies.ai No 
Gmail No 
Google Docs Yes 
Google Drive No 
HubSpot Customer Platform Yes 
Make No 
Microsoft Outlook No 
Slack No 
Stripe Yes 
Zapier No 
Zoho CRM No 
n8n No 

Integrations

HubSpot CRM Yes 
Pipedrive Yes 
Salesforce Yes 
Calendly Yes 
Chargebee No 
ClickUp Yes 
Close No 
Fathom Yes 
Fireflies.ai Yes 
Gmail Yes 
Google Docs No 
Google Drive Yes 
HubSpot Customer Platform No 
Make Yes 
Microsoft Outlook Yes 
Slack Yes 
Stripe No 
Zapier Yes 
Zoho CRM Yes 
n8n Yes 

Pricing Details

$29 / month
Price per user and plan.
Free Trial Yes 
Free Version No 

Pricing Details

$29/seat/month
Eligible first-time paid customers choosing monthly billing pay $29/seat/month until cancellation under the early-bird offer. Yearly billing is $288/seat/year. Prices are in USD before applicable taxes. Each seat adds 2,000 AI credits per month to a shared team pool. Clients and proposal recipients can view, comment and sign without paid seats. The 14-day trial includes 250 AI credits, requires no payment card and does not charge automatically.
Free Trial Yes 
Free Version 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 

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 No 
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

Propovo

Country

United States

Website

propovo.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

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 

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