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.

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DocSales in your sales stack

Facebook and Google Ads. All your lead generation strategies

Qualify your leads. Integrate your CRM for more automation

Create an error-free, close-ready contracts and proposals

E-signatures make life easier for your customers, clients and recordkeeping

Blling Integration with Quickbooks, Xero, Recurly, Zuora

Create proposals, contracts and more

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.

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Leverage your document creation experience

Personalize templates with your branding

Recreate the sales formalization documents (proposals, quotes, agreements, contracts, etc) you currently use as DocSales templates. The exact same layout: your logo, complete branding, images, typography, tables.
Say goodbye to Microsoft Word. #SayGoodbyeToWord

 

No more CTRL+C CTRL+V from CRM to Doc

Plug and play integration with leading CRMs in just three clicks.  

1) Docsales import your CRM opportunity data

2) We update your CRM by adding notes and links to the signed documents

3) DocSales update the deal status to WON and add the document value.

 

Powerfully simple feedback survey

No one closes 100% of their opportunities and you don’t get to Yes every time. When it is a No, wouldn’t it be really useful to learn why that person didn’t say Yes? We’ve created a simple feedback loop when No happens.

When the prospect Rejects the document, you can use a short questionnaire to find out why. This feedback is emailed back to the sales rep, and added to the customer profile in DocSales and the Notes field in your CRM.   

Signature workflow

Set a signing order. Define who will be the first signer, the second and so on.

More control of the signature process.

 

Do you use Google Docs to create contracts? 

Prepare contracts and any document on google Docs and send them for signature using DocSales. You just need to integrate both systems using an API key and you’re ready to scale your document signatures.

 

Still have questions about DocSales?

Put DocSales into a robust test and start your free trial. No cc required.

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Pricing & Plans

DocGen Starter


Perfect for startups or small teams
$ 49
00
per month

  • 10 users

  • Unlimited documents

  • DocGen - Document generator
  • Unlimited legally binding eSignatures
  • Signature workflow
  • Google Docs plugin
  • Document reading alerts and notifications
  • Document rejection survey
  • Support by email
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DocGen Business


Perfect for advanced sales teams and SMBs
$ 99
00
per month

  • 10 users Additional users $ 19.90


  • All the DocGen Starter plan features plus:
  • CRMs integration: Pipedrive, ActiveCampaign, HubSpot, FreshSales, Close & SharpSpring.
  • Sales teams setup

  • Webhook
  • Priority support by e-mail or WhatsApp

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Popular

What our customers say about us - DocLovers

“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:  Celero
Industry:    SaaS financial platform
CRM:          Pipedrive
Market:      Brazil
Andre Schmitt, Sales Closer
"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 Business
Industry:    Workplace Safety
CRM:          Pipedrive
Market:      Brazil
Caio Bana, CEO
"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:  Vindi
Industry:  Online payments
CRM:          Pipedrive
Market:      Brazil
Alexandra Papangelacos, Sales Manager
"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:  Ramper
Industry:    Sales intelligence software
CRM:          Close.io
Market:      Brazil
Ricardo Corrêa, CEO

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