Related Products
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About
Modern customers are conditioned to evaluate without you. They’re used to flexibility & self-serve – even for their largest purchases! The buying experience is overwhelmingly complex. More options to evaluate, stakeholders to coordinate, and hoops to jump through. The average sales process is just that, a sales process – not a buyer journey. They aren’t looking to be qualified. They have a problem to solve. Partner with prospects & customers to prevent lost deals, stalled onboardings, and missed revenue goals. Implement a repeatable sales & success process that’s collaborative with customers. Adopt winning strategies, templates, and tactics used by 100s of high-growth startups. Partner with dedicated sales experts to customize. Drive engagement and accountability with a shared understanding of next steps, milestones, timelines, and business objectives.
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About
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a customer collaboration platform
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Audience
To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$99 per user per month
Free Version
Free Trial
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Pricing
$29 / month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAccord
Founded: 2019
United States
inaccord.com
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Company InformationDocSales
Founded: 2019
United States
www.docsales.com
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Categories |
Categories |
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Digital Signature Features
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Proposal Management Features
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control
Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration Features
Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
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Integrations
HubSpot CRM
Salesforce
Chargebee
Clari
Close
Docusign
Gmail
Gong
Google Docs
Google Workspace
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Integrations
HubSpot CRM
Salesforce
Chargebee
Clari
Close
Docusign
Gmail
Gong
Google Docs
Google Workspace
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