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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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$22 per month
Free Version

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online 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

Not specified

Document Management

Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Electronic Signature
Offline Access
Version Control

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

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