Average Ratings 11 Ratings
Average Ratings 5 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
Introducing ZoopSign: Your All-in-One Solution for Contract Management! Wave goodbye to the inefficiencies of traditional document handling and signing methods! ZoopSign transforms your workflow with its state-of-the-art document tracking, effortless e-signing, and powerful PDF editing capabilities, all integrated into one platform.
Take command of your agreements with ZoopSign’s comprehensive document tracking features, allowing you to monitor who views, opens, and signs your files, thus fostering better collaboration. With customizable security features such as password protection, watermarking, and access controls, your sensitive information remains secure at all times.
Whether you're a small enterprise or a large corporation, ZoopSign is designed to meet the needs of all users. Its intuitive interface combined with an extensive range of functionalities makes managing contracts a breeze. Embrace the trifecta of efficiency, security, and simplicity with ZoopSign.
Don't miss out on the opportunity to revolutionize your contract management experience! Streamline your processes, boost productivity, and eliminate the clutter of paperwork by trying ZoopSign today. Join the countless others who are already experiencing the future of contract management!
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Chargebee
Yes
Close
Yes
Dropbox
No
Google Docs
Yes
Google Drive
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft OneDrive
No
Pipedrive
Yes
Salesforce
Yes
Integrations
Chargebee
No
Close
No
Dropbox
Yes
Google Docs
No
Google Drive
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft OneDrive
Yes
Pipedrive
No
Salesforce
No
Pricing Details
$29 / month
Price per user and plan.
Free Trial
Yes
Free Version
No
Pricing Details
$5/month/user
Free Trial
No
Free Version
Yes
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
No
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Vendor Details
Company Name
ZoopSign
Founded
2022
Country
India
Website
zoopsign.com
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
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No