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
Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.
API Access
Has API
Yes
API Access
Has API
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Chargebee
Yes
Close
Yes
Google Docs
Yes
Pipedrive
Yes
Salesforce
Yes
Stripe
Yes
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Chargebee
No
Close
No
Google Docs
No
Pipedrive
No
Salesforce
No
Stripe
No
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
$500 per month
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
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
ScopeStack
Founded
2017
Country
United States
Website
scopestack.io
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
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
IT Project Management
Bug Tracking
No
Issue Management
No
Milestone Tracking
No
Percent-Complete Tracking
No
Portfolio Management
No
Prioritization
No
Product Roadmapping
No
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Supports Agile
No
Supports Scrum
No
Task Management
Yes
Testing / QA Management
No
Time & Expense Tracking
Yes
IT Service
Contract Management
No
IT Asset Management
No
Incident Management
No
Knowledge Management
No
Release Management
No
Self Service Portal
No
Service Catalog
Yes
Service Reporting
Yes
Ticket Management
No
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
Yes
Cost-to-Completion Tracking
No
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
Yes
Time Tracking
No
Work Order Management
Yes
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
Yes
RFP
Bid Management
No
Collaboration
Yes
Content Management
Yes
Data Import / Export
Yes
Due Date Tracking
No
Knowledge Library
Yes
Progress Tracking
Yes
RFP Creation
Yes
RFP Responding
Yes
Requirements Management
Yes
Task Management
Yes
Templates
Yes
Vendor 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
No
Proposal Management
Yes
Territory Management
No
Training Management
No