DocSales Product Tour

An automated system to create, send and e-sign proposals, quotes and contracts.

DocSales helps sales teams closing more deals with less paperwork

Docsales Makes it Simple to eSign your Documents

TL; DR: DocSales Product Tour

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Create DocSales user accounts for your sales reps and teams.

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Messages contain a secure link to the document (Looks absolutely fab on any device).

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Connect your CRM to DocSales and upload your product or service catalog.

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E-signing ensures a simple no-hassle, one-click close.

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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).

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Real-time reporting and analytics alert you to document views and access.

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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.

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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.

1- Upload your PDF

Upload your PDF documents and send them for electronic signature.

2- Set up your Document Details

Define a title, choose the language of your document and other settings. Simple and easy.

3- Introduce us to your CRM

Simple plug-and-play integration with leading CRMs in just three clicks.

CRM integrado e-sign

How the integration works

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.


* Some CRMs are not included in all plans.

4- Define the Signature Method

Understand the differences between each signature method:

Signing Button

In just two clicks, the customer signs your document.

Signature Upload

Signature upload from any device, anywhere. Sign in minutes with your phone, by taking a picture of your signature. You can also pick your favorite signature picture from your photo library.

Read only for opening tracking purposes

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.

5 - Add the Signers

Define who should sign the document and press send! 

DocSales for

Meet DocGen: DocSales Document Generator

Leverage your current sales documents

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

Add your catalog to DocSales

Create a digital DocSales catalog of your products and services. Customize it 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.

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. Add the products from your catalog and the commercial conditions. Edit, review then send.

Seamless CRM integrations

Integration means you can say a happy goodbye to manually entering or copying-and-pasting information from your CRM into your sales documents. #EliminateDuplication

Powerfully Simple Feedback Survey

What do you want to ask your customer?

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.

Now it's time for your lead to answer

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.

Set your Team Up for Success

Organize your sales reps in teams

Quickly organize your sales teams by adding reps with one click, then group teams by color. Easily manage roles and permissions to control who can access documents, edit prices, offer discounts and view sent and signed documents.

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%.”

- SaaS financial platform