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What is Rattle?

Rattle provides a seamless, two-way integration between Salesforce and Slack, delivering your CRM precisely when you need it the most. This connection allows your CRM to align with your human workflows, enabling you to reach your ROI objectives more swiftly while enhancing performance with minimal effort. It's the preferred automation tool for sales teams, facilitating quicker achievement of ROI goals and improved overall productivity. With just one click, you can connect Salesforce and Slack, and utilize either pre-made playbooks or our intuitive no-code builder to address any challenges. Your team won’t face a learning curve, as they won't need to adapt to new tools. High-growth sales teams can streamline operations and allow their members to focus on more strategic tasks by eliminating mundane work. Often, sales representatives find it challenging to document critical deal information in Salesforce amidst their busy schedules filled with back-to-back meetings. With Rattle, these reps can effortlessly log their calls, monitor essential metrics, and handle opportunities directly from Slack, ensuring they remain productive without disrupting their workflow. Ultimately, Rattle optimizes the sales process, empowering teams to work smarter rather than harder.

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

HubSpot CRM
HubSpot Customer Platform
Salesforce
Chargebee
Close
Gainsight
Google Calendar
Google Docs
Jira
Marketo
Microsoft Teams
Outreach
OutreachCRM
Pipedrive
Salesloft
Slack
Stripe
Zendesk

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Salesforce
Chargebee
Close
Gainsight
Google Calendar
Google Docs
Jira
Marketo
Microsoft Teams
Outreach
OutreachCRM
Pipedrive
Salesloft
Slack
Stripe
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$19 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

Rattle

Company Location

United States

Company Website

www.gorattle.com

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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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