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What is QuoteCloud?

SPEED + access your tools and resources anytime, anywhere! + accelerate the creation and dispatch of sales quotes + provide clients with a straightforward method to electronically sign sales quotes + utilize centralized libraries of text, videos, spreadsheets, images, and PDFs for your sales team to easily incorporate into quotes + develop a collection of sales quote templates to refine your pitch for specific markets + maintain a customer address book to streamline the sales quote creation process + employ a prospect finder tool that scours the internet for potential cold call lists WIN + enhance your sales conversion rates + generate impressive and precise quotes + track when clients are viewing your sales quotes + expedite payment processes with simple online acceptance and payment options + engage in live chats with clients while they review their sales quotes + eliminate disorganized sales quotes + ensure no important details are overlooked by documenting customer contact history for each sales quote AUTOMATE + streamline sales forecasting processes + ensure seamless integration with your CRM and accounting systems + keep a comprehensive version history of all sales quotes sent to clients + automatically invalidate sales quotes after their designated "time to live" + perform automatic currency conversions, receiving real-time exchange rates for international currencies, while also providing insightful analytics to improve your sales strategy.

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

Eway
GraphQL
Zapier

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$39 /user per month
for more information about pricing visit quote.cloud/pricing
Free Trial Offered?

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
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Corporate Interactive International Pty Ltd

Company Location

Australia

Company Website

quote.cloud

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
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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