DocSales in Action @Concil
Time to Generate Sales Proposals Drops 90%
Industry:
Payment cards
Category:
B2B
Market:
South America
CRM:
Pipedrive
DocSales users:
13 (incl. Customer Service team)
Sales team:
5
Previous tools:
MS Word, PDF and scanner
Documents/month:
>100
Overview
Concil’s software helps companies of all sizes and industries better manage the financial elements of their operations. While their value proposition promised customers more efficiency, the company’s own sales process was anything but; sales reps created sales documents in MS Word, exported them to PDF, then expected clients to print it out and add an old-school signature. It was an unnecessarily complex journey for customers. After considering both DocuSign, DocSales and other competitors, Concil chose DocSales. Better e-signing, and pricing not based on the number of users were key to the decision. DocSales has sharply improved Concil’s key time-based sales metrics. With the time to generate a sales proposal reduced by 90%, reps can manage a much larger pipeline.
Results & ROI
Sales Process:
“Sales reps save time to focus on what really matters: to sell.”
Prep Time:
Time to generate sales proposals reduced by 90%.
Experience


Rafael Oliveira
Sales Manager
“Before DocSales, our reps probably spent 10% of their week generating sales proposals. With DocSales, they don’t even spend 1%. Yes, the difference is that big.”
Software that Shortens Sales Cycles
Proposals
Perfectly personalized for prospects without you actually having to do very much.
Quotes
Error-free quoting. Confirm details with a SOW then share by email and WhatsApp.
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.