DocSales

Automate proposal and contract buildouts.

DocSales allows you to generate proposals and contracts through your CRM of choice with zero clicks – and zero effort.

No credit card required

Document Generation

Create sales documents with zero click through your CRM

eSigning

A built-in esign with legally binding in US and Europe

Billing

Charge your customers immediately after signing an agreement

Over 1,300 Sales teams are selling more, Working Less

Understand how those organizations speed up their sales process and shorten sales cycles

Salespeople love us

Curious to see
DocSales in action?

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Watch the walkthrough video and see how DocSales works:

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Smart Solution to automate proposals and contracts

Works with all leading CRMs

1 to 1 integrations. Setup in minutes with a live product specialist.

Your sales on autopilot

Multiple automation options available

  • Send documents when the opportunity card reaches a specific phase 
  • Move the card to a new phase when the document is opened or signed 
  • Set opportunity to WON when the doc is signed

Everything centralized on your CRM

Send documents and see the status directly from CRM

DocSales add status updates within the Opportunities notes on your CRM automatically. No need to login in two different systems!

Legally binding built-in eSign platform

Unlimited eSigning included on all plans

With DocSales you don’t need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign. Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.

Powerful Docs templates on Google Docs

With DocSales you don’t need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign. Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.

eSign & Pay

Allow your customers to pay immediately after signing an agreement.
Our transparent integration to Stripe allow you to charge your customers when they sign the closing doc.

Leading, Trusted. Enabling growth.

Improve your sales closing efficiency right now.

No credit card required

How can
Docsales help your company?

• Centralized control of all documents sent by your team
• All metrics and KPIs remain on CRM
• Each four sales reps will be worth five! 25%+ productivity, at a fraction of a sales rep compensation.
• No more error: Use of doc templates makes your team more accurate.

• No more procrastination, sending docs now is easier and faster than ever.
• Centralized operation: Single login to see what is going on on each opportunity.
• Faster sales cycle, Commission paid faster.
• Save up to 2 hours per day on administrative tasks.

• Integrate Sales-to-finance, so the contracts can be added to your billing system automatically
• Payment processor: Charge your customer the moment they sign the closing document, just like you do on e-commerce stores.
• Sales Commission will be easier than ever to calculate, just export all sales from DocSales.