Average Ratings 11 Ratings
Average Ratings 3 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
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
Integrations
Google Docs
Salesforce
Book It Now
BrokerPro
Chargebee
Close
Cognito Forms
DoorLoop
Google Drive
HubSpot CRM
Integrations
Google Docs
Salesforce
Book It Now
BrokerPro
Chargebee
Close
Cognito Forms
DoorLoop
Google Drive
HubSpot CRM
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