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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 Certifaction?

Elevate your document signing experience with a solution that emphasizes privacy and security. You can confidently sign or certify your documents while maintaining strict confidentiality. With features like end-to-end encryption and local data processing, you have total control over your sensitive information. Step into the future of business with next-generation electronic signing that prioritizes your data's safety. Unlike conventional eSigning platforms that can access your private files, our approach guarantees that your information remains secure and protected. Save time by eliminating tedious tasks such as printing, scanning, and mailing—transition to a streamlined digital process with just a few clicks. The shift to eSigning is designed to be effortless, boasting developer-friendly APIs and a user-friendly WebApp. Your team and clients will enjoy the convenience of signing documents legally from anywhere, at any time. A reliable eSigning solution should incorporate regulated signatures and thorough identity verification measures. What sets our service apart is its foundational focus on privacy, ensuring that all data is processed locally on your device by default. By opting for this innovative solution, you not only enhance your workflow but also ensure that your sensitive information is well-protected. Moreover, this streamlined approach allows your organization to operate more efficiently while adhering to the necessary compliance standards, ultimately fostering trust among clients and stakeholders alike.

Media

Media

Integrations Supported

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Salesforce
Stripe
eMonitor

Integrations Supported

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Salesforce
Stripe
eMonitor

API Availability

Has API

API Availability

Has API

Pricing Information

$29 / month
Free Trial Offered?
Free Version

Pricing Information

$190 per year
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

Certifaction

Company Location

Switzerland

Company Website

certifaction.io

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

Digital Signature

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

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