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Ratings and Reviews 11 Ratings
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What is Docsmore?
Handle your business documentation in a manner that works best for you. Effortlessly fill in fields with relevant information, create tailored workflows, prepare documents for electronic signatures, extract crucial data, and generate subsequent documents based on your specified criteria and the information gathered from the previous ones. This efficient approach enables you to focus on the fundamental aspects of your business without worrying about even the most complex paperwork. Empower yourself to manage your documents; upload, modify, and share your files independently, eliminating the need for a "web expert." Our platform is designed to be mobile-responsive, catering to everything from a simple one-page document to a comprehensive 100-page report. Its intuitive interface is so accessible that we proudly call it "cave man certified," requiring almost no training whatsoever. This represents DIY (Do It Yourself) at its best. Arrange your documents in a coherent order that aligns with your business requirements. Enhance all document-related workflows on a secure platform while tracking the progress of each file through our comprehensive management dashboard, enabling you to boost your productivity levels in the office. With this robust system, you are finally equipped to take charge of your document management and significantly improve your business operations, ensuring that every aspect runs smoothly. By streamlining your document workflow, you'll find yourself with more time to focus on what truly matters for your business growth.
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.
Integrations Supported
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
Integrations Supported
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe
API Availability
Has API
API Availability
Has API
Pricing Information
$22 per month
Free Trial Offered?
Free Version
Pricing Information
$29 / month
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
Docsmore
Date Founded
2016
Company Location
United States
Company Website
www.docsmore.com
Company Facts
Organization Name
DocSales
Date Founded
2019
Company Location
United States
Company Website
www.docsales.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 Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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