DocSales Reviews

Summary: We need more functions and template documents. The system helps us to create documents template, customized documents, and integration with CRM RD Station.

Positive: The integration with the CRM Rd Station. We are using to develop quotation to customer and It is very easy to send this quotes.

Negative: The text editor could be user-friendlier. It is necessary a skills about html language.

Summary: DocSales solves the formalization of the documents, in every working area (as commercial, HR, finance etc), also has the legal binding, which is essential.

Positive: What I like best in DocSales is the integration with HUBSPOT, it helps us to optimize the flow since it brings the data automatically.

Negative: What I don't like about the variables and additional fields, I think the fields could be better placed so the person utilizing it doesn't get confused.

Summary: DocSales benefits us because we are able to send many documents at the same time to multiple signers and with a workflow.

Positive: The possibility for a lot of people to follow up the process of the signing process and the ease to our clients.

Negative: The platform could save the names and emails sent with more ease and frequency or even create models where you leave as default the workflow.

Summary: I liked how DocSales helps to save time by creating sales quotes for customers directly from sales pipeline data. The integration with Salesforce and HubSpot makes it more powerful. Overall, I suggest DocSales if you are searching for a sales tool that reduces the sales process and shares sales proposals with customers by extracting data from the sales pipeline.

Positive: The integration with Salesforce, Pipedrive and HubSpot CRM makes this platform more powerful for generating sales proposals for customers. Drag and drop customization is available. Document manager to access and visualize generated proposals. Helps in saving time by cutting sales processes.

Negative: Never faced any major issues on DocSales. No cons.

Summary: DocSales solved the agility, the trusting and practicality, which helped me a lot with the clients, creating credibility, also we save trees.

Positive: I like best in DocSales the support, they return really fast. The platform is agile and easy to use, what helps a lot the clients.

Negative: I don't have any con, nothing. At the moment, no improvements, the platform attends us really well and in a positive way.

Summary: The best benefit is because is practical, it is easy to fill the data, easy access.
My sales team saves a lot of time with it.

Positive: DocSales is a practical software, usability is great. The integration with Pipedrive is great and the support very fast.

Negative: One thing I can talk about the cons, we can't send in batch, just one by one.

Summary: Sometimes in other software our clients can't sign or take 4 days to sign, because they need help with it. With DocSales they don't have this problem at all

Positive: Features and usage is great and simple. This type of technology saves us a lot of time.
It looks like something from another planet. But even the elderly are able to use It is perfect.

Negative: Sometimes it is a little slow, in the search of dates and contracts.

Summary: Our experience, in general is really good, attend us a lot.
We would like to be able to choose where the signature appears.

Positive: I like the support, their reply is very fast and the facility the platform brings, also the ease of use.

Negative: It is a good question. I don't have any cons for DocSales in my usage.

Summary: We worked with manual and paper contracts, DocSales helps us to make it easier and faster. We had to go to the registry and a lot of times, the clients didn't sign. Now we always have the actual signature.

Positive: The facility to create and send the contracts, the integration with OMIE because it makes easier to fill the fields.

Negative: In our particularity, our services don't have a right valid date, and we have to fill the 'valid' field.

Summary: It is a platform that brings practicality in issuing proposals and collaborates with fast customer service.

Positive: Agility of creating and submitting proposals to our clients. It's a didactic platform. We don't need an extra training to use.

Negative: I don't like to clear cookies every time I need to export a larger base.

Summary: Before DocSales we had to create the document, get a car and go to the client so he/she can sign. Now, we just send it via DocSales, helping with less paper with the same binding and the client sign and receive the document signed via email.

Positive: It is a practical software, easy to use and to sign. Helps with the 'worst' lead we can think about.

Negative: I can't list anything I dislike in DocSales, it is simple.