Best Document Management Software for Close

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

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.