Ratings and Reviews 11 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Expedience Software Reviews & Ratings
    31 Ratings
    Company Website
  • Clazar Reviews & Ratings
    86 Ratings
    Company Website
  • Titan Reviews & Ratings
    368 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Pipedrive Reviews & Ratings
    9,703 Ratings
    Company Website
  • AI Docs Reviews & Ratings
    15 Ratings
    Company Website
  • Interfacing Integrated Management System (IMS) Reviews & Ratings
    71 Ratings
    Company Website
  • Docmosis Reviews & Ratings
    48 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    186 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,635 Ratings
    Company Website

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.

Media

Media

Integrations Supported

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

Integrations Supported

Salesforce
Chargebee
Close
Google Docs
Hootsuite
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft SharePoint
Pipedrive
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

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

Popular Alternatives

Popular Alternatives

Sign.Plus Reviews & Ratings

Sign.Plus

Alohi