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
RSign®, the e-signature platform from RPost®, has been a global leader for over a decade. RSign®, which combines features richness with an elegantly simple interface and affordability at scale, is a unique platform. RSign's unique ability to simplify and automate common e-signing while still meeting all your document, form, and workflow requirements is what makes it stand out.
RSign makes signing simple and easy. Signers can complete and sign documents from any desktop or mobile browser. RSign has a simple user interface, customizable templates, real-time reporting, and sharable templates.
RSign®, makes it easy to view and trust the Signature Certificate for electronic signature tracking, a forensic audit track, sent and signed content, timestamp information, and sent and received content. If ever challenged, a solid record of who signed what when gives you confidence that the esign process and record will be able to withstand scrutiny.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
NetDocuments
Nexsure Insurance Platform
Pipedrive
Integrations
Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
NetDocuments
Nexsure Insurance Platform
Pipedrive
Pricing Details
$29 / month
Free Trial
Free Version
Pricing Details
$7/month/user
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
RPost
Founded
2000
Country
United States
Website
www.rsign.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
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking