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 Trade Force?

Trade Force provides instant oversight of field team activities, facilitating effective route tracking, point-of-sale validation, and detailed dashboards to keep an eye on essential performance metrics. The platform offers multiple strategies to enhance execution and achieve optimal outcomes, ensuring timely responses to uphold product availability in retail settings. Once your representative enters data into the system, you receive immediate alerts, which allow for quick restocking and uninterrupted sales, aligning with the fast-moving demands of today's marketplace. Additionally, you can meticulously monitor your competitors’ behaviors, including their promotional tactics, marketing assets, and pricing strategies. Armed with this vital information, your business can make well-informed decisions and act swiftly to regain market presence or strengthen its position at sales points, thus remaining competitive in an ever-evolving landscape. By utilizing these insights, you can dynamically adjust your approaches in real-time, ultimately driving better results and enhancing overall performance. This proactive strategy not only improves efficiency but also fosters a deeper understanding of market trends.

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

Pricing not provided
Free Version

Pricing Information

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

Supported Platforms

SaaS
Android

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Trade Force

Date Founded

2012

Company Location

Brazil

Company Website

www.tradeforce.com

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

Sales Enablement

Collaboration
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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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