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What is Pipedrive Dealbot?

Ensure your team stays informed about sales transactions by utilizing Pipedrive's Dealbot, which enhances communication by seamlessly integrating with Slack. This innovative tool is ideal for facilitating teamwork among various members to close deals while also keeping the whole organization in the loop, as it automates alerts and updates. Sales professionals can easily notify their peers without the need to arrange meetings or draft lengthy emails, allowing for a more streamlined approach. With Pipedrive Dealbot, the entire team is ready to support efforts in clinching the next major sale. Moreover, users can perform a variety of functions using straightforward slash commands; simply type a / in any Slack conversation to unveil a comprehensive list of these useful commands, further optimizing workflow. This capability not only boosts productivity but also cultivates a collaborative atmosphere where every team member can actively engage in the sales process, ultimately leading to greater success. Additionally, the accessibility of these commands encourages team members to utilize the tool more frequently, reinforcing a culture of communication and teamwork across the board.

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

Pipedrive
BoldDesk
Chargebee
Close
Dolfin
Dryrun
Google Docs
HubSpot CRM
HubSpot Customer Platform
Overloop
Popl
Salesforce
Slack
Spinify
Stripe
Tidio

Integrations Supported

Pipedrive
BoldDesk
Chargebee
Close
Dolfin
Dryrun
Google Docs
HubSpot CRM
HubSpot Customer Platform
Overloop
Popl
Salesforce
Slack
Spinify
Stripe
Tidio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

Pipedrive

Date Founded

2010

Company Location

United States

Company Website

bizxdev.slack.com/apps/A2VG0CJAE-dealbot-by-pipedrive

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

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

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