DocSales

star star star star star 0.0 (0 reviews) | Sales Tools Software · Sales Platforms Software

Streamline your sales process with DocSales, automating proposals and e-sign workflows to reduce admin work and speed up deal closures.

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Product Overview

DocSales simplifies the process of closing sales by automating the generation of proposals, contracts, and e-signature workflows. Although it lacks a specific mobile application, its integration with CRM systems makes it a great fit for small to medium-sized sales teams. For organizations looking to minimize administrative tasks and expedite deal closures, DocSales offers a straightforward and user-friendly solution.

Product Details

What Is DocSales?

DocSales is a platform designed for sales automation, allowing you to streamline your sales closing processes. It handles proposals, contract creation, and electronic signatures directly from your Customer Relationship Management (CRM) system. By enhancing workflows and minimizing manual efforts, it helps maintain an organized sales process. Ideal for small to medium-sized sales teams, it empowers businesses to oversee their sales activities with improved consistency and reliability, ultimately boosting client satisfaction and enhancing business results.

How Much Does DocSales Cost?

The pricing for DocSales begins at $29.90 per user per month. This includes the DocSales Unlimited eSign plan, which provides unlimited PDF signing along with specialized tools for sellers. There's also the DocSales 360° option starting at $59.00 per user per month.

Additionally, a 15-day free trial is available. Organizations should also consider implementation costs, which start at $600.

For a customized quote based on your specific needs, feel free to reach out to us.

Please note that pricing may change.

DocSales Integrations

The DocSales software can seamlessly integrate with numerous third-party applications and tools, such as:

Salesforce
Pipedrive CRM
HubSpot CRM software
Close
Freshsales
SharpSpring from Constant Contact Software

Book a complimentary demo of DocSales to discover more about its integration capabilities!

Who Is DocSales For?

This software is versatile and serves various industries and sectors, including:

B2B
Finance
Insurance
Real estate
Manufacturing
Wholesale

Is DocSales Right For You?

If you run a sales-focused business looking to cut down on repetitive administrative tasks, speed up deal closures, and enhance overall sales efficiency, DocSales offers valuable solutions through its automated document generation and eSignature capabilities. Its ability to integrate easily with popular CRMs and scalable plans makes it suitable for small to midsize teams. The platform has received positive feedback from users who appreciate the simplification of workflows without needing to switch tools.

If you still have questions about whether DocSales suits your team’s needs, please contact us at info@softwareseekers.com for more information.

Sales Tools Software Features

check_circle Activity

cancel Mobile App

cancel Bulk Search

cancel Sales Tools

cancel Lead Scoring

cancel Time & Billing

cancel Call Recording

cancel Sales Coaching

cancel Verified Email

cancel CRM Integration

cancel Lead Enrichment

cancel Lead Management

cancel Task Management

cancel Order management

check_circle Sales Automation

cancel Sales Enablement

cancel Activity Tracking

cancel Data Connectivity

cancel Email Integration

cancel Sales Forecasting

cancel Activity Dashboard

cancel Applicant Tracking

cancel Catalog management

cancel Collaboration Tool

cancel Contact Management

cancel Content Management

cancel Customizable Forms

cancel Meeting Scheduling

cancel Reporting/Analytics

cancel Sales Acceleration

cancel Sales Intelligence

cancel Account Development

cancel Attendance Tracking

cancel Collaboration Tools

check_circle Document Management

cancel Proposal Generation

cancel Reporting & Analytics

cancel Cloud-Based Software

cancel Field Sales Software

cancel Inventory Management

cancel Performance Tracking

cancel White Space Analysis

cancel Asynchronous Learning

cancel Business Intelligence

cancel Procurement Management

cancel Customizable Dashboards

cancel E‑signature Capabilities

cancel File Sharing & Management

cancel Real-Time Communication

check_circle Reporting and Analytics

cancel Supply Chain Management

check_circle E-Signature Capabilities

cancel Embedded CRM Integration

cancel Market Signal Monitoring

cancel Sales Analytics Software

cancel Sales Platforms Software

cancel Data enrichment / AI Fields

cancel Sales Pipeline Management

cancel Access Controls/Permissions

cancel Human Resources Management

cancel Integration With CRM & Tools

cancel Sales Intelligence Software

cancel Customizable Dashboards / Views

cancel Predictive Sales Intelligence

cancel Compliance and Risk Management

cancel Human Resources Management (HRM)

cancel Revenue Operations Intelligence

cancel Customer Relationship Management

cancel CRM integration and data services

check_circle Customer Relationship Management (CRM)

cancel Cross-Selling & Up-Selling Recommendations

cancel Revenue Operations Intelligence Software

cancel Activity Tracking, Reporting and Analytics

cancel Sales Intelligence (via technology tracking)

Pros & Cons

Pros

checkEasily adjustable templates with no creation limits

checkOffers fast sending and offer creation

checkFully integrates with CRMs for smooth data syncing

Cons

closeOccasional support delays due to time zone differences

closeThe text editor could be more user‑friendly

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Frequently Asked Questions

DocSales integrates with various third-party tools and applications, including Salesforce, Pipedrive, HubSpot, Close, Freshsales, and SharpSpring.

No, the software does not offer a dedicated mobile app for users.

Yes, it offers API access.

Users who benefit from DocSales features include businesses across various industries and sectors, including finance, insurance, real estate, manufacturing, and wholesale.

The vendor offers two pricing plans, which include DocSales Unlimited eSign ($29.90/month), and DocSales 360° ($59.00/month). The platform offers a free trial for 15 days. Besides the base subscription price, it includes implementation cost starting from $600.

DocSales offers support through a ticket system and knowledge hub.

The platform supports the English and Portuguese language.

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