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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 DocMagic?

Our innovative digital solutions aim to enhance the mortgage experience at every phase of the journey. These tools are tailored for a diverse range of users, including investors, lenders, settlement service providers, and borrowers alike. A standout feature is our streamlined digital platform, which offers a seamless, efficient, compliant, and entirely paperless environment for eClosings. This approach not only boosts data integrity and document accuracy but also enables loans to be finalized more quickly with reduced errors and omissions. Users can conveniently eSign or eNotarize documents from virtually anywhere, ensuring greater control and accountability throughout the mortgage loan process. Maintaining continuous compliance can significantly influence tolerance levels, calculation reconciliations, and mitigate potential RESPA and TRID issues. The era of digital mortgages has arrived—empower your borrowers by utilizing their smartphones to keep them actively engaged throughout the loan process, thereby enhancing their overall experience. This engagement not only improves satisfaction but also fosters a more efficient workflow for all parties involved.

Media

Media

Integrations Supported

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

Integrations Supported

AtClose
BeSmartee
Floify
LendingPad
MortgageHippo
NotaryCam
Okta

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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

DocMagic

Date Founded

1987

Company Location

United States

Company Website

docmagic.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

Compliance

Not specified

Digital Signature

Not specified

Document Generation

Not specified

E-Notary

Not specified

Loan Origination

Not specified

Mortgage and Loans

Not specified

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