Menu
DocSales Product Tour
Paperless sales automation so your closers can
continue closing during Covid-19
Between Opportunities and Billing, There’s DocSales
An automated system to create, send and e-sign proposals, quotes and contracts.
The Covid-19 pandemic is changing the way companies worldwide work and sell. DocSales will help you work more leads more efficiently and make your numbers.
TL; DR: DocSales Product Tour
1
Create DocSales user accounts for your sales reps and teams.
5
Messages contain a secure link to the document (Looks absolutely fab on any device).
2
Connect your CRM to DocSales and upload your product or service catalog.
6
E-signing ensures a simple no-hassle, one-click close.
3
We recreate your existing sales documentation (proposals, quotes, and contract templates) in DocSales for free. Same format and design. (Or even prettier if yours aren’t).
7
Real-time reporting and analytics alert you to document views and access.
4
To send a proposal, open the DocSales template already filled with the customer and opportunity details from your CRM. Edit as needed then share via email or Whatsapp.
8
Signed documents are emailed to both parties and added to our secure document vault.
TL; DR: DocSales Product Tour
1
Create DocSales user accounts for your sales reps and teams.
2
Messages contain a secure link to the document (Looks absolutely fab on any device).
3
We recreate your existing sales documentation (proposals, quotes, and contract templates) in DocSales for free. Same format and design. (Or even prettier if yours aren’t).
4
To send a proposal, open the DocSales template already filled with the customer and opportunity details from your CRM. Edit as needed then share via email or Whatsapp.
5
Connect your CRM to DocSales and upload your product or service catalog.
6
E-signing ensures a simple no-hassle, one-click close.
7
Real-time reporting and analytics alert you to document views and access.
8
Signed documents are emailed to both parties and added to our secure document vault.
Getting Started: Make DocSales All Yours
Set your team up for success
Unlimited users
We don’t charge by users or volume; everything is unlimited. All Plans include unlimited user accounts, number of documents and joy.
We don’t charge by users or volume; everything is unlimited. All Plans include unlimited user accounts, number of documents and joy.
Organize your sales reps in teams
Quickly organize your sales teams by adding reps with one click, then group teams by color.
Quickly organize your sales teams by adding reps with one click, then group teams by color.
Control what everyone can see and do
Easily manage roles and permissions to control who can access documents, edit prices, offer discounts and view sent and signed documents.
Easily manage roles and permissions to control who can access documents, edit prices, offer discounts and view sent and signed documents.
Introduce us to your CRM
Seamless CRM integrations
Simple plug-and-play integration with leading CRMs in just three clicks.
Simple plug-and-play integration with leading CRMs in just three clicks.
No more manual data entry
Integration means you can say a happy goodbye to manually entering or copying-and-pasting information from your CRM into your sales documents. #EliminateDuplication
Integration means you can say a happy goodbye to manually entering or copying-and-pasting information from your CRM into your sales documents. #EliminateDuplication
Create a digital catalog
Add your catalog to DocSales
Create a digital DocSales catalog of your products and services. Your existing product catalog can be imported from some CRMs or an .xls file.
Create a digital DocSales catalog of your products and services. Your existing product catalog can be imported from some CRMs or an .xls file.
Personalize your products and services
Customize your catalog with your brand and product or service images, then use custom fields to provide additional info (categories, technical details, etc.) that customers want to know before buying from you.
Customize your catalog with your brand and product or service images, then use custom fields to provide additional info (categories, technical details, etc.) that customers want to know before buying from you.
We create your sales templates
Leverage your current sales documents
We start by recreating the sales formalization documents (proposals, quotes, agreements, contracts, etc) you currently use as DocSales templates. The exact same layout and look and feel!
We start by recreating the sales formalization documents (proposals, quotes, agreements, contracts, etc) you currently use as DocSales templates. The exact same layout and look and feel!
Professional designers create your DocSales documents - for free!
Our design team will build your custom DocSales templates for you: your logo, complete branding, images, typography, tables... your templates created on our time and dime.
Our design team will build your custom DocSales templates for you: your logo, complete branding, images, typography, tables... your templates created on our time and dime.
We can personalize your customer communication
We can also configure and customize your system messages like outgoing emails so you have 100% branding fidelity and consistency.
We can also configure and customize your system messages like outgoing emails so you have 100% branding fidelity and consistency.
Your Sales Documents: Perfectly Personalized
Your ready-for-action document library
With your product or service catalog and brand-perfect document templates ready in DocSales, you’re now ready to unleash your sales-closing machine.
With your product or service catalog and brand-perfect document templates ready in DocSales, you’re now ready to unleash your sales-closing machine.
It’s business, it’s personal; it’s both
Takes just minutes to create perfectly personalized, ready-to-send proposals, quotes and contracts. Choose a template. Sales opportunity data from your CRM is automatically added. Edit, review then send.
Takes just minutes to create perfectly personalized, ready-to-send proposals, quotes and contracts. Choose a template. Sales opportunity data from your CRM is automatically added. Edit, review then send.
Send by email or Whatsapp? Your choice!
Email or Whatsapp a secure link to the digital document with prospects and customers.
Email or Whatsapp a secure link to the digital document with prospects and customers.
Your Customers’ Experience: Signing Simplicity
Click-and-sign simplicity for your customer
Prospects and customers don’t need to download anything (like an app) or create an account. They just tap the link in the email/Whatsapp message to review the document, then select Sign or Reject. A no-hassle, one-click close with e-signing.
Prospects and customers don’t need to download anything (like an app) or create an account. They just tap the link in the email/Whatsapp message to review the document, then select Sign or Reject. A no-hassle, one-click close with e-signing.
Sign documents on any device - smart phones, tablets and computers
Identical user experience regardless of how (desktop, laptop, tablet or smartphone) the document is viewed. Formatting and signing process work perfectly on every device.
Identical user experience regardless of how (desktop, laptop, tablet or smartphone) the document is viewed. Formatting and signing process work perfectly on every device.
Management & Reporting: Real-time Intelligence
We tell you what your customer is doing
Know who’s seen your document! We alert reps when it’s first opened and provide real-time reporting on document access such as who, when and for how long.
Know who’s seen your document! We alert reps when it’s first opened and provide real-time reporting on document access such as who, when and for how long.
PDF attachment + secured link to signed document
The signed PDF (document URL is safely stored in our secured vault) is emailed to all signees, your head of sales and others you specify (accounting for example).
The signed PDF (document URL is safely stored in our secured vault) is emailed to all signees, your head of sales and others you specify (accounting for example).
Do you know why you lose sales?
Understand why you’re losing sales by adding a short non-acceptance survey when customers don’t sign. Responses are emailed to your rep and added to the CRM and document history.
Understand why you’re losing sales by adding a short non-acceptance survey when customers don’t sign. Responses are emailed to your rep and added to the CRM and document history.
Export document database in Excel
Report filters help you understand what’s working and who’s working and closing deals. Easy .xls export when you want to drill down further.
Report filters help you understand what’s working and who’s working and closing deals. Easy .xls export when you want to drill down further.
Security & Availability: Always Here for You
Every signee receives a unique document link
Document access is controlled using two unique ID codes; one for the viewer and another for document access.
Document access is controlled using two unique ID codes; one for the viewer and another for document access.
E-signing legally binding and trackable
Captured e-signing data (date, time and signer’s IP address) is added to the document PDF shared with both parties, and to your DocSales document vault
Captured e-signing data (date, time and signer’s IP address) is added to the document PDF shared with both parties, and to your DocSales document vault
100% secure
Elite hosting, CDN and availability assured by Amazon Web Services and CloudFlare. Daily backups and document vault storage ensure 7/24/365 access to everything in your DocSales account.
Elite hosting, CDN and availability assured by Amazon Web Services and CloudFlare. Daily backups and document vault storage ensure 7/24/365 access to everything in your DocSales account.
Our Customers’ Success Doesn’t Require
a Waiting Period
“Sales proposals used to take
at least 30 min… It’s now less than five.”
- Workplace safety training company
“DocSales shortened sales cycles and
the time our reps spend on paperwork.”
- Sales intelligence software
“DocSales reduced our sales
cycle by 8 days.”
- Online payments provider
“Our sales conversion increased
to 61%.”