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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.

About

eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot

Audience

Ideal for small & medium service businesses; staffing; paperwork-heavy industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 / month
Free Version
Free Trial

Pricing

$15 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Company Information

SwiftCloud
Founded: 2015
United States
swiftcloud.ai/

Alternatives

Alternatives

WaiverElectronic

WaiverElectronic

Electronic Works
SwiftForm

SwiftForm

SwiftCloud
Sign.Plus

Sign.Plus

Alohi
KAiZEN

KAiZEN

AYAN Softwares
eSign Centre

eSign Centre

TaxCalc
DigiSign

DigiSign

Digio

Categories

Categories

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

Digital Signature Features

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

Waiver Features

Customizable Templates
Data Export
Online Signing
QR Codes
Searchable Database
Status Tracking
Waiver Kiosk

Integrations

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

Integrations

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
NetDrive
Pipedrive
Salesforce
Stripe
SwiftCRM
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim SwiftCloud and update features and information
Claim SwiftCloud and update features and information