Average Ratings 11 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

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

Professionals who want to save time. Sign yourself or get documents signed Free, secure, legally binding, and easy Our tutorial videos will show you how to esign in no time. Discover the digital signature solution trusted by over 300,000 users around the world. In three easy steps, upload, sign, then send your document. This is how you sign a contract online. SignRequest for Google integration allows you to sign Google Docs easily and digitally sign via Gmail. All your documents can be safely stored in one place. Notifications and reminders can help you track what needs to be done. You can also determine the order of signing and the authorization method. This will add an extra layer to security. You can give your e-signing process a professional look with your branding. Signers will be able to recognize you. This is how you can send the same contract to many signers and have each one sign their own copy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Docs
Salesforce
Book It Now
BrokerPro
Chargebee
Close
Cognito Forms
DoorLoop
Google Drive
HubSpot CRM
Integrately
Quickwork
Recruitee
ScoreDetect
Stackreaction
Stripe
SwarmHR
Thryv
Wufoo
Zapier

Integrations

Google Docs
Salesforce
Book It Now
BrokerPro
Chargebee
Close
Cognito Forms
DoorLoop
Google Drive
HubSpot CRM
Integrately
Quickwork
Recruitee
ScoreDetect
Stackreaction
Stripe
SwarmHR
Thryv
Wufoo
Zapier

Pricing Details

$29 / month
Free Trial
Free Version

Pricing Details

$7.00 per user per month
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

SignRequest

Founded

2014

Country

Netherlands

Website

signrequest.com/en/comparison/our-e-signature-tool-compared-to-our-competitors

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

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