Average Ratings 11 Ratings
Average Ratings 1 Rating
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
Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills.
You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents.
Key features
Pre-formatted templates available in over 1000+ formats
Easy to use document editor
Smart document repository that supports attachments
Integrate apps via Zapier, native APIs
Fill out documents and have them eSigned
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Chargebee
Yes
Pipedrive
Yes
Salesforce
Yes
Stripe
Yes
Close
Yes
Docusign
No
Google Docs
Yes
Google Sheets
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrations
Chargebee
Yes
Pipedrive
Yes
Salesforce
Yes
Stripe
Yes
Close
No
Docusign
Yes
Google Docs
No
Google Sheets
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
Free
1) "Basic" - Free forever plan
- Unlimited users,
- Unlimited documents
- 5 active templates,
- 5 E-signs/month Free
- 5GB Storage
- Google Sheet, Zapier Integration (1000+ apps),
-Machine learning based document analysis,
-Rich media drag-n-drop editor,
-Full access to Template Store
3) "Pro" - $15 per month
- everything in basic plus
-Unlimited users
-Unlimited documents
-15 active templates
-10 E-signs/month Free
-30GB Storage
-5 workflows
-Payment collection with Stripe
-Dedicated one-time onboarding
-Machine learning driven data extraction
3) "Pro plus" - $49 Per month -
- All Pro plan benefits plus
-50 active templates
-50 E-signs/month Free
-100GB Storage
-Native API Access
-Machine learning based form filling
-Dedicated one-time onboarding and training,
-25 workflows
- Unlimited users,
- Unlimited documents
- 5 active templates,
- 5 E-signs/month Free
- 5GB Storage
- Google Sheet, Zapier Integration (1000+ apps),
-Machine learning based document analysis,
-Rich media drag-n-drop editor,
-Full access to Template Store
3) "Pro" - $15 per month
- everything in basic plus
-Unlimited users
-Unlimited documents
-15 active templates
-10 E-signs/month Free
-30GB Storage
-5 workflows
-Payment collection with Stripe
-Dedicated one-time onboarding
-Machine learning driven data extraction
3) "Pro plus" - $49 Per month -
- All Pro plan benefits plus
-50 active templates
-50 E-signs/month Free
-100GB Storage
-Native API Access
-Machine learning based form filling
-Dedicated one-time onboarding and training,
-25 workflows
Free Trial
No
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
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
Revv
Founded
2018
Country
United States
Website
www.revv.so/
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
Contract Management
Buy Side (Suppliers)
Yes
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
Yes
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
Yes
Specialty Contracts
Yes
Version Control
No
Workflow Management
Yes
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 Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
Yes
Version Control
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
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
Yes
Task Management
No
Templates
Yes
Version Control
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes