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 Data Dwell Sales Enablement?
Uncover impactful sales resources and enhance prospect interactions with Sales Enablement, a robust solution provided by Data Dwell. This platform features an array of tools such as content alignment, secure storage options, sharing functions, and the ability to track engagements with prospects. Through Sales Enablement, users can identify hidden decision-makers and obtain direct support within Salesforce. Moreover, it offers real-time dashboards that grant users quick access to insights on top-performing content, thereby refining their overall sales tactics. By utilizing these capabilities, sales teams can fine-tune their strategies and achieve even greater success in their pursuits, ultimately leading to improved revenue growth and stronger client relationships. The integration of such tools signifies a transformative step towards a more data-driven sales approach.
Integrations Supported
Salesforce
Chargebee
Close
Google Docs
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft SharePoint
Pipedrive
Integrations Supported
Salesforce
Chargebee
Close
Google Docs
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft SharePoint
Pipedrive
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
Data Dwell
Date Founded
2012
Company Location
United Kingdom
Company Website
www.datadwell.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
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