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Total
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Ratings and Reviews 1 Rating

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What is DocSales?

With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive. DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow. This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.

What is Ascendx?

Ascendx is a comprehensive SaaS platform specifically designed for enterprises, focused on optimizing Salesforce through advanced AI-driven solutions that cover sales, customer service, data management, and operational workflows. The platform offers a diverse array of tools for sales enhancement, automating customer interactions, orchestrating workflows, ensuring smooth data integration, and improving point-of-sale experiences. It also simplifies lead and case management while upholding robust data security practices and enabling real-time data synchronization with platforms such as Snowflake. Moreover, Ascendx features document automation within Salesforce and allows for mobile and in-store transactions that seamlessly connect to CRM data. Its adaptable modular design empowers businesses to select only the functionalities they need, ensuring scalability and adherence to industry regulations. By utilizing Ascendx, organizations can fully harness their CRM systems’ potential, which ultimately boosts both growth and operational efficiency. In conclusion, Ascendx plays a crucial role in revolutionizing the way enterprises connect and interact with their customers, fostering stronger relationships and enhanced customer satisfaction.

Media

Media

Integrations Supported

Salesforce
Chargebee
Close
Crypto Backoffice
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Snowflake
Stripe

Integrations Supported

Salesforce
Chargebee
Close
Crypto Backoffice
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Snowflake
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$29 / month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Company Facts

Organization Name

Ascendx

Date Founded

2023

Company Location

United Kingdom

Company Website

ascendx.cloud/

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Data Governance

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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