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Software Status:Active

About DocSales

DocSales is a proposal and contract automation software from DocSales that automates the main activities of the salesperson. It combines proposal and contract automation, electronic signature (eSign), and eSign as a Service (API) so users can manage their sales processes efficiently without leaving the CRM screen. With these features, sales teams can quickly generate and sign documents, improving productivity and communication. Additionally, this software supports integration with existing CRM systems, allowing for smooth workflows and data management. Key capabilities: proposal automation contract management electronic signature eSign API CRM integration Best for: sales professionals that need to automate document workflows and simplify contract processes.

DocSales Details

Vendor
DocSales
Year Launched
2020
Location
São Paulo, SP BR
Deployment
cloud
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English
Users
Contract Managers, Sales Managers, Sales Representatives, Procurement Managers, Proposal Writers, Legal Counsel
Industries Served
Healthcare, Education, Finance, Retail
Tags
Sales Automation, CRM Integration, eSignature, Document Generation, Proposal Management, Contract Management, Workflow Automation, SaaS

DocSales's In-App Market Place

Does DocSales have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), EUR (€), Gbp (£), Cad (C$), Aud (A$), Jpy (¥), Cny (¥), Inr (₹), Rub (₽), Brl (R$).

Pros & Cons

  • 1. Expedite the digital signature process
  • 2. Enhances quoting accuracy and efficiency
  • 3. Increases sales enablement through automation
  • 4. Streamlines proposal management tasks
  • 5. Comprehensive solution for all sales-related documents.
  • 1. Limited customization options for document templates
  • 2. Can be difficult to navigate, especially for new users
  • 3. Some users report experiencing delays or errors when using the digital signature feature
  • 4. Integration with other software platforms may require additional setup and troubleshooting efforts
  • 5. Reporting and analytics features are not as robust as other similar software options.

DocSales's Support Options

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