Average Ratings 0 Ratings
Average Ratings 11 Ratings
Description
Enhance your signing experience with a solution that prioritizes privacy. Securely sign or certify your documents while ensuring confidentiality is maintained. With end-to-end encryption and local processing, you can retain complete control over your data. Embrace the future of your business through the next generation of electronic signing. Unlike traditional eSigning services that have access to your sensitive files, our solution keeps your information secure. Instead of wasting time on manual tasks like printing, scanning, and mailing, streamline your processes digitally in just a few clicks. Transitioning to eSigning should be seamless, featuring developer-friendly APIs and an intuitive WebApp. Your team and clients can sign documents legally and conveniently from any location and at any time. A compliant eSigning solution should include regulated signatures and robust identity verification procedures. Our offering is unique in that it is designed with privacy at its core, ensuring that all data is processed locally on your device by default. By choosing this solution, you are not only modernizing your workflow but also safeguarding your sensitive information effectively.
Description
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
API Access
Has API
API Access
Has API
Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Salesforce
Stripe
eMonitor
Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Pipedrive
Salesforce
Stripe
eMonitor
Pricing Details
$190 per year
Free Trial
Free Version
Pricing Details
$29 / month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Certifaction
Country
Switzerland
Website
certifaction.io
Vendor Details
Company Name
DocSales
Founded
2019
Country
United States
Website
www.docsales.com
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Product 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