Average Ratings 11 Ratings

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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

QorusDocs helps you create business-critical documents faster. QorusDocs offers intuitive, powerful solutions for pitch, proposal, and content management that help sales and business development teams bridge content gaps. QorusDocs allows teams to create accurate and current pitches, proposals and contracts. QorusDocs can be used on-premise or in the cloud. Qorus proposal software empowers your staff to create tailored responses 5X faster for proactive proposals and presentations, pitches, RFQs, RFPs, RFIs and RFQs. Our proposal management software was designed to help you win more business, whether you are in Managed IT Services or SaaS. QorusDocs QPilot, the QorusDocs Artificial Intelligence Assistant, allows QorusDocs to accelerate content research and content generation, and to simplify collaboration between sales, bid, marketing, and business development teams in order to deliver business-critical documents.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chargebee Yes 
Close Yes 
Google Docs Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft PowerPoint No 
Microsoft SharePoint No 
Microsoft Word No 
Pipedrive Yes 
Regale No 
Salesforce Yes 
Stripe Yes 

Integrations

Chargebee No 
Close No 
Google Docs No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft PowerPoint Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 
Pipedrive No 
Regale Yes 
Salesforce No 
Stripe No 

Pricing Details

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

Pricing Details

No price information available.
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 Yes 
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

QorusDocs

Founded

2012

Country

United States

Website

www.qorusdocs.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 Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

RFI

RFP

Bid Management Yes 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking Yes 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management No 
Task Management Yes 
Templates Yes 
Vendor Management No 

RFQ

Sales Acceleration

CPQ No 
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 No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

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