DocSales Reviews & Ratings

DocSales

4.7 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 11 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

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What is ShortTrack?

Real estate professionals can conveniently place orders with a simple click in their software, ensuring a smooth transaction experience! Clients complete customized web forms, eSign documents, and this information seamlessly integrates with your software system. Additionally, it is important to ensure that your electronically signed documents are automatically connected to your title software. ShortTrack’s EasyDocs eliminates the need for re-entering data and reduces the cumbersome exchange of essential documents like information sheets and welcome letters. Sellers and buyers can easily complete their questionnaires via personalized web forms and use DocuSign for electronic signatures. ShortTrack then automatically uploads all data and documents into your title production software, creating a fully automated and secure workflow. With the increasing emphasis on cybersecurity for title agents, especially concerning wire instructions, it is vital to tackle the insecure email practices often employed by the real estate agents and attorneys you partner with. Fortunately, there is a robust solution available that not only enhances security but also streamlines communication, fostering a safer environment for all parties involved. This comprehensive approach not only safeguards sensitive information but also builds trust among clients and professionals alike.

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

AtClose
dotloop

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$10 per month
Free Version
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
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

ShortTrack

Date Founded

2012

Company Location

United States

Company Website

www.myshorttrack.com

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

Real Estate Agency

Calendar Management
Client Database
Commission Management
Contact Management
Contract Management
Lead Management
Property Database

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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