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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.

Media

Media

Integrations Supported

Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Stripe

Integrations Supported

Salesforce
Hootsuite
Microsoft 365
Microsoft SharePoint

API Availability

Has API

API Availability

Pricing Information

$29 / month
Price per user and plan.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
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
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Digital Signature
Templates

Proposal Management

Automatic Formatting
Contact Management
Content Repository
Document Management
Electronic Signature
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Sales Intelligence
Sales Workflow Management

Sales Enablement

Not specified

Categories and Features

Sales Acceleration

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Lead Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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