Plans & Pricing

Unlimited Users, E-signatures and Documents, for 30% of our competitor’s cost.  Because success shouldn’t have a ceiling

Monthly
Annual

Save up to 16,8% with our annual plans

  • DocSales Starter
  • Most Popular
    DocSales Pro
  • DocSales Enterprise
Features DocSales Starter
Most Popular
DocSales Pro
DocSales Enterprise
Features
$4900
/month
$12900
/month
Call Sales
Users included
Limit of users included in the plan
310Unlimited
Documents sent per monthUnlimitedUnlimitedUnlimited
DocGen - Document generator
Create proposals, quotes and contracts with your branding. The same look and feel!
Legally binding eSignatures
Secure eSignatures with legally binding in US, Europe and Brazil
Multiple signers
Add the name and email of the each signer
Signing order
Real-time tracking
We alert sales reps when the document it’s first opened and provide real-time reporting.
Document rejection survey
We’ve created a simple feedback survey, when your customer rejects the document
CRM integrations: Pipedrive, HubSpot, ActiveCampaign, Close.com, FreshSales, SharpSpring
SalesForce integration
Multilingual platform
DocSales platform is DocSales is available in English and Portuguese.
Sales teams setup
Organize your sales reps in teams. Manage your team members roles and permissions.
Onboarding and trainingWebinar, videos, help articles and emailWebinar, videos, help articles and emailPersonalized
Customer supportEmailEmailEmail and WhatsApp
Try it freeTry it freeContact Sales

DocSales Connect API

Want to integrate your system with DocSales API?

Contact us at [email protected]

Frequently Asked Questions About Sales Automation

How do I recreate my proposal and contract templates in DocSales?

You don’t; we do. Our design team creates and customizes your templates using your brand, logo, colors, typography and images. And, if your current sales docs don’t look very impressive, they will after our design team is done with them.

How do I import services and product data from my CRM into DocSales?

What you can do in less than a minute: import services and products from some CRM systems to DocSales. Add products and services to your CRM opportunity, then import them directly into your DocSales account.

How difficult is it to sync DocSales with my CRM?

It’s not; it’s simple. Copy your CRM API key and paste it into DocSales. Choose whether you want DocSales to automatically update the opportunity WON status and deal value. Click connect. It’s done! Your sales templates will be automatically created using your CRM’s opportunity details.

How is DocSales different from companies like DocuSign and HelloSign?

DocuSign and HelloSign provide e-signing. We do, too. While e-signing helps you close deals, you have to get there first. DocSales is a complete sales formalization system to manage the entire process; from creating your sales documents and negotiating the deal, to e-signing the contract.

Software that Shortens Sales Cycles

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Proposals

Perfectly personalized for prospects without you actually having to do very much.

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Quotes

Error-free quoting. Confirm details with a SOW then share by email and WhatsApp.

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Contracts

Branding and fine print. An error-free, close-ready contract with the T&Cs and integrated e-signing.

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E-Signing

Closing convenience and security in a click. Simplify life for your customers and sales management.