Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 11 Ratings

Total
ease
features
design
support

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What is Xodo Sign?

From individuals to small and medium enterprises and extending to large corporations, we offer solutions that eliminate unnecessary paperwork and expedite the deal-making process. No matter what type of document requires a signature, our service empowers you to gain control over your digital tasks by securely organizing your documents in the cloud. This enables you to concentrate on the core aspects of your business while enhancing sales and streamlining proposal processes. By closing deals more swiftly, you can also achieve substantial cost savings. Our platform guarantees legally binding signatures, minimizes document turnaround times, conserves man-hours, and contributes to environmental preservation simultaneously. With Xodo Sign, you can work concurrently, significantly enhancing your document management efficiency. Clients can conveniently sign documents using their tablets, smartphones, or PCs, making it ideal for various needs such as NDAs and quick registrations. Additionally, you have the ability to create templates for frequently used forms and contracts, share them with your team, and drastically cut down on the time required to draft these documents. This not only simplifies the process but also fosters collaboration and consistency within your organization.

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

Box
Chargebee
Close
Dropbox
Evernote
Formstack Documents
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
ISPolitical
KonnectzIT
Microsoft OneDrive
Pipedrive
Plumsail Documents
Salesforce
Stackreaction
Stripe
Wufoo
iText

Integrations Supported

Box
Chargebee
Close
Dropbox
Evernote
Formstack Documents
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
ISPolitical
KonnectzIT
Microsoft OneDrive
Pipedrive
Plumsail Documents
Salesforce
Stackreaction
Stripe
Wufoo
iText

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 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

Apryse

Company Location

Canada

Company Website

eversign.com

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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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