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
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
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