Ratings and Reviews 11 Ratings
Ratings and Reviews 0 Ratings
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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 BidMagic Proposal Software?
BidMagic empowers you to craft a high-impact proposal valued at $100,000 in just 10 minutes, giving you a competitive edge! As you enhance your sales workflow, you'll quickly recognize the advantages it brings. This highly regarded proposal software is customized for professionals within the AV and Security industries and was developed by experts in custom electronics installation sales. If you're in the market for a tool that combines strength, accuracy, ease of use, and attractive proposals, BidMagic stands out as the ultimate option. Using DIY spreadsheets for proposal creation often results in wasted time on copying and pasting, along with inadequate product management and pricing oversight. Relying on accounting software for managing products is insufficient, as it lacks features for labor calculations and creating visually appealing proposals. Moreover, many design tools can be excessively costly, complicated to use, require expensive training, and involve long setup processes, which makes them impractical for sales professionals. In contrast, BidMagic consolidates all the necessary features into a single, well-rounded business solution tailored for installation dealers, making it a wise investment for your sales initiatives. By opting for BidMagic, you enhance your efficiency and effectiveness in generating proposals, thereby streamlining your business operations. This tool not only saves time but also elevates the quality of your client presentations.
Integrations Supported
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Integrations Supported
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
API Availability
Has API
API Availability
Has API
Pricing Information
$29 / month
Free Trial Offered?
Free Version
Pricing Information
$1,299 one-time payment
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
BidMagic
Date Founded
2005
Company Location
United States
Company Website
www.bidmagic.com
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
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