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DocSales eSign
Do you only need to eSign documents?
Discover our eSigning solutions and reduce your paperwork.
DocSales Automation
Sales automation tool that shorten sales cycles.
Prepare document templates combined with CRM integration and send them for eSignature.
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.