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?
No credit card required
Watch the walkthrough video and see how DocSales works:
Featured
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.
