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What is simplyreliable|OS?

simplyreliable|OS is an all-in-one, cloud-based operating system that enables systems integrators to run their businesses from proposal to project completion with unmatched efficiency. It supports contact management, proposals, invoicing, purchasing, inventory, scheduling, work orders, and time tracking in one integrated platform. The system integrates directly with QuickBooks Online or Desktop, eliminating duplicate data entry and streamlining accounting processes. Its zeroSETUP feature ensures product catalogs are automatically updated, while Smart Assemblies prevent errors by recommending the correct accessories for each job. Beautifully designed proposal templates make it easy to deliver professional, client-ready documents in minutes, helping teams win more business. The platform also provides flexibility with web, iOS, and Android access, enabling staff to manage operations from anywhere. Calendar syncing with Google, Outlook, and Apple ensures that sales calls, installations, and meetings are always aligned. Change order management, automated purchasing, and progress invoicing further simplify complex project workflows. The setup process is quick—businesses can be live in under five minutes—and training through the smartPRENEUR Academy provides a complete walkthrough in just about an hour. By reducing complexity, lowering operating expenses, and centralizing workflows, simplyreliable|OS empowers integrators to focus on growth and deliver exceptional client experiences.

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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99/month/user
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

Simply Reliable

Date Founded

2002

Company Location

United States

Company Website

www.simplyreliable.com/simplyreliable-os/

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

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

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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