Automate Proposal 

and Contract buildouts

ZERO CLICK NECESSARY

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PRICING

DOCSALES ZERO CLICK DOCGEN

29

$

/user

Billed Monthly

Integration to Close.com, Pipedrive or Hubspot
Unlimited eSign by DocSales

SIGN UP

No Credit Card Required

All plans include

© 2022 Docsales Inc. All rights reserved

RESOURCES

SOCIAL MEDIA

Is DocSales right for you?

If so, try us out for 30 days, on us!

Did you know that sales reps 
spend less than 36% of their time selling?

Automate repeatable tasks and let your sales reps do what they’re best at: Selling!

 
…or keep spending 64% of your time with bureaucratic tasks.

(according InsideSales.com)

DOCSALES ZERO CLICK DOCGEN

FOR SALESFORCE

49

$

/user

Billed Monthly

Integration to Salesforce
Unlimited eSign by DocSales

SIGN UP

No Credit Card Required

  • Document Generation fully automated (drag and drop).
  • 2-hour implementation and account setup and 1-hour training session with a product specialist at no cost (for 3+ users).
  • 30-day Risk Free use of DocSales (no credit card required).

SIMPLIFY YOUR SALES STACK

Works with all leading CRMs

1 to 1 integrations. Setup in minutes with a live product specialist.

Your sales on autopilot

  • Send documents when the opportunity card reaches a specific phase 
  • Move the card to a new phase when the document is opened or signed 
  • Set opportunity to WON when the doc is signed

Multiple automation options available

Everything centralized on your CRM

DocSales add status updates within the Opportunities notes on your CRM automatically. No need to login in two different systems!

Send documents and see the status directly from CRM 

Powerful Docs templates on Google Docs

Configure your sales documents (such as proposals, contracts, agreements, SOW, Sales Order, etc) on Google Docs or Google Presentation and we’ll do the rest.

Legally binding built-in eSign platform

With DocSales you don't need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign.
Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.

Unlimited eSigning included on all plans

As a B2B company with aggressive growth plans, we needed to shorten sales cycles and reduce the time our sales reps spend on paperwork for each opportunity. DocSales was the solution. Now, we have a complete digital sales loop from documents and emails, to customer review and e-signing.

CEO, Ramper

RICARDO CORREA

Integrating the sales document creation process with the CRM has reduced errors and slashed the time required to create proposals and contracts. Sales conversion rate increased to 61% after implementing DocSales

Head of Sales, Celero

ANDRE SCHIMIT

Head of Sales

DocSales for...

ClosersSales Operations / Finance

SALESPEOPLE LOVE DOCSALES

HOW CAN DOCSALES HELP EACH DEPARTMENT?


DOCSALES FOR HEAD OF SALES

• Centralized control of all documents sent by your team
• All metrics and KPIs remain on CRM
• Each four sales reps will be worth five! 25%+ productivity, at a fraction of a sales rep compensation.
• No more error: Use of doc templates makes your team more accurate.

DOCSALES FOR CLOSERS

• No more procrastination, sending docs now is easier and faster than ever.
• Centralized operation: Single login to see what is going on on each opportunity.
• Faster sales cycle, Commission paid faster.
• Save up to 2 hours per day on administrative tasks.

DOCSALES FORSALES OPERATIONS & FINANCE

• Integrate Sales-to-finance, so the contracts can be added to your billing system automatically
• Payment processor: Charge your customer the moment they sign the closing document, just like you do on e-commerce stores.
• Sales Commission will be easier than ever to calculate, just export all sales from DocSales.

SALESPEOPLE 

LOVE DOCSALES

DocSales allows you to generate proposals and contracts through your CRM of choice with zero clicks - and zero effort.

HomeLoginPricingIs right for youSee docsales in action

CURIOUS TO SEE DOCSALES IN ACTION?

OVER 1,300 SALES TEAMS ARE SELLING MORE, WORKING LESS

Watch the video below and see how DocSales works

Understand how those organizations speed up their sales process
and shorten sales cycles

If so, try us out for 30 days, on us!

FEATURED ON DOCSALES

AUTOMATE PROPOSAL AND CONTRACT BUILDOUTS

As a B2B company with aggressive growth plans, we needed to shorten sales cycles and reduce the time our sales reps spend on paperwork for each opportunity. DocSales was the solution. Now, we have a complete digital sales loop from documents and emails, to customer review and e-signing.

CEO, Ramper

RICARDO CORREA

Integrating the sales document creation process with the CRM has reduced errors and slashed the time required to create proposals and contracts. Sales conversion rate increased to 61% after implementing DocSales.

Head of Sales, Celero

ANDRE SCHIMIT

Sign & Pay

This feature will be launched in Sep-22

Allow your customers to pay immediately after signing an agreement.
Our Stripe integration is scheduled to release soon and will allow you to charge your customers when they sign the closing doc.

Works with all leading CRMs

1 to 1 integrations. Setup in minutes with a live product specialist.

Your sales on autopilot

  • Send documents when the opportunity card reaches a specific phase 
  • Move the card to a new phase when the document is opened or signed 
  • Set opportunity to WON when the doc is signed

Multiple automation options available

Everything centralized on your CRM

DocSales add status updates within the Opportunities notes on your CRM automatically. No need to login in two different systems!

Send documents and see the status directly from CRM

Legally binding built-in eSign platform

With DocSales you don't need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign.
Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.

Unlimited eSigning included on all plans

FEATURED ON DOCSALES

Sign & Pay

This feature will be launched in Sep-22

Allow your customers to pay immediately after signing an agreement.
Our Stripe integration is scheduled to release soon and will allow you to charge your customers when they sign the closing doc.

See docsales in action

If so, try us out for 30 days, on us!

Is right for you

Powerful Docs templates on Google Docs

Configure your sales documents (such as proposals, contracts, agreements, SOW, Sales Order, etc) on Google Docs or Google Presentation and we’ll do the rest.

Is right for youSee docsales in action

If so, try us out for 30 days, on us!

Is right for youSee docsales in action

If so, try us out for 30 days, on us!

Is right for youSee docsales in action

If so, try us out for 30 days, on us!

Try 30 days