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DocSales in action?
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Watch the walkthrough video and see how DocSales works:
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DocSales allows you to generate proposals and contracts through your CRM of choice with zero clicks – and zero effort.
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Create sales documents with zero click through your CRM
A built-in esign with legally binding in US and Europe
Charge your customers immediately after signing an agreement
Understand how those organizations speed up their sales process and shorten sales cycles
DocSales seamlessly ties proposal automation into your current CRM functionality.
(according InsideSales.com)
Automate repeatable tasks and let your sales reps do what they’re best at: Selling!
…or keep spending 64% of your time with bureaucratic tasks.
No credit card required
No credit card required
Watch the walkthrough video and see how DocSales works:
DocSales add status updates within the Opportunities notes on your CRM automatically. No need to login in two different systems!
With DocSales you don’t need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign. Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.
Configure your sales documents (such as proposals, contracts, agreements, SOW, Sales Order, etc) on Google Docs or Google Presentation and we’ll do the rest.
Allow your customers to pay immediately after signing an agreement.
Our transparent integration to Stripe allow you to charge your customers when they sign the closing doc.
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• Centralized control of all documents sent by your team
• All metrics and KPIs remain on CRM
• Each four sales reps will be worth five! 25%+ productivity, at a fraction of a sales rep compensation.
• No more error: Use of doc templates makes your team more accurate.
• No more procrastination, sending docs now is easier and faster than ever.
• Centralized operation: Single login to see what is going on on each opportunity.
• Faster sales cycle, Commission paid faster.
• Save up to 2 hours per day on administrative tasks.
• Integrate Sales-to-finance, so the contracts can be added to your billing system automatically
• Payment processor: Charge your customer the moment they sign the closing document, just like you do on e-commerce stores.
• Sales Commission will be easier than ever to calculate, just export all sales from DocSales.
No credit card required