Sales Automation from CRM to Payment & beyond
Simplify how sales teams prepare, track and e-sign proposals & contracts and integrate sales to finance to speed-up sales cycle and receivables.
Create proposals, contracts and more
Proposals
Perfectly personalized for prospects without you actually having to do very much
Analytics
Open and view your proposal's statistics and find out the reasons of loss through the feedback reject form
Contracts
Branding and fine print. An error-free, close-ready contract with the T&Cs and integrated e-signing.
E-Signing
Closing convenience and security in a click. Simplify life for your customers and sales management.
Join +1000 sales teams




















Companies that Became Better Closers
“DocSales came as a unique solution at the right time! During a CRM transition, we were looking for a solution that would bring more efficiency, transparency, and security, both for us and our clients. The management of the subscription step within the funnel has resulted in 61% of customers conversion since the implementation.”
Andre Schmitt, Sales CloserCompany: CeleroIndustry: SaaS financial platform
CRM: Pipedrive
Market: Brazil


"Before DocSales, it used to take about 30 minutes to create a sales proposal. Now it takes less than 5 minutes. We've been able to close a lot more deals with a much smaller sales team. If you manage a sales team of any size, implementing DocSales is a very smart business decision."
Caio Bana, CEOCompany: Caio Bana BusinessIndustry: Workplace Safety
CRM: Pipedrive
Market: Brazil


"Sales proposals and contracts were taking too long so we implemented DocSales to automate the process. What a difference! Now, it takes less than 10 minutes for reps to create proposals that we send using Whatsapp. Customers can review and e-sign them fast. Overall, DocSales has reduced our sales cycle by 8 days."
Alexandra Papangelacos, Sales ManagerCompany: VindiIndustry: Online payments
CRM: Pipedrive
Market: Brazil


"DocSales has been very good for Ramper and our sales team. As a B2B with aggressive growth plans, we needed to shorten sales cycles and reduce the time our sales reps spend on paperwork for each opportunity. DocSales was the solution. Now, we have a complete digital sales loop from documents and emails, to customer review and e-signing."
Ricardo Corrêa, CEOCompany: RamperIndustry: Sales intelligence software
CRM: Close.io
Market: Brazil


Integrations that Put Automation on Autopilot
We’re close friends with the business tools you already use . Saying goodbye to manual data entry and hello to streamlined quoting, contracting and closing is even easier.













