Average Ratings 11 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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ease
features
design
support

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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

Welcome to the era of digital document signing! With TaxCalc's eSign Centre, the process of securing client approval for tax returns, VAT returns, and various other documents is streamlined and efficient. You can easily send an electronic version of the document to your client, who can review and sign it at their convenience, and you'll receive instant notifications to proceed with submission. Thanks to our reliable SimpleStep workflow, preparing documents for electronic signatures has never been simpler. Clients enjoy the flexibility of signing on any device—whether it’s a smartphone, tablet, laptop, or desktop—from anywhere and at any time. The pricing is based on envelopes, allowing you to purchase them in blocks, which means the more you buy, the cheaper each envelope becomes. Additionally, you can upload PDFs saved externally and TaxCalc-generated documents, now including Companies House Forms, into eSign envelopes, which helps you move closer to achieving a completely paperless office environment. This innovative solution not only enhances efficiency but also supports a more sustainable approach to document management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
TaxCalc

Integrations

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
TaxCalc

Pricing Details

$29 / month
Free Trial
Free Version

Pricing Details

No price information available.
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

TaxCalc

Founded

2000

Country

United Kingdom

Website

www.taxcalc.com/esign

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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