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Overview
DocSales streamlines sales closing by automating proposals, contracts, and e-sign workflows. While it doesn’t offer a dedicated mobile app, its CRM integration makes it ideal for small to midsize sales teams. For businesses aiming to reduce admin work and speed up deal closures, DocSales is a practical, easy-to-adopt solution.
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Starting Price
Custom
DocSales Specifications
Sales Automation
Document Management
E-signature Capabilities
Customer Relationship Management (CRM)
What Is DocSales?
DocSales is a sales automation platform that puts your sales closing on autopilot by automating proposals, contract generation, and electronic signatures directly from your Customer Relationship Management (CRM). It accelerates workflows, reduces manual tasks, and keeps your sales process organized. Suitable for small to midsize sales teams, it enables companies to manage sales operations with greater consistency and reliability. Thus, improving client satisfaction and driving business outcomes.
How Much Does DocSales Cost?
The DocSales pricing starts at $29.90/user/month. This DocSales Unlimited eSign plan includes unlimited PDF Signing with exclusive tools for sellers. The platform also offers a DocSales 360°, starting at 59.00/user/month.
The platform also offers a 15-day free trial. In addition to the base subscription cost, organizations account for implementation cost, starting from $600.
Disclaimer: The pricing is subject to change.
DocSales Integrations
The DocSales software integrates with various third-party applications and tools, including:
- Salesforce
- Pipedrive CRM
- HubSpot CRM software
- Close
- Freshsales
- SharpSpring from Constant Contact Software
Who Is DocSales For?
The software is suitable across various industries and sectors, which include:
- B2B
- Finance
- Insurance
- Real estate
- Manufacturing
- Wholesale
Is DocSales Right For You?
If you’re a sales-driven business aiming to eliminate repetitive admin, accelerate deal closings, and improve sales efficiency, DocSales delivers value with its automated document generation and eSignature tools. It stands out for its ease of integrating with popular CRMs and its scalable plans that suit small to midsize teams. The platform has earned strong user ratings and is favored by teams that want to simplify workflows without switching tools.
Still doubtful if DocSales is the right fit for your team? Contact us at (661) 384‑7070 for further assistance.
DocSales Features
The platform automates the preparation and management of proposals and contracts from the CRM. Templates are created in Google Docs or Slides and are dynamically filled with opportunity data. This ensures accuracy, consistency, and speed in document creation while allowing sales teams to focus on closing deals efficiently without switching between multiple tools.
The software provides unlimited electronic signatures with advanced verification, signing order options, and batch signing capabilities. Users receive alerts when documents are read and can collect rejection feedback via customized forms. The platform ensures legally binding signatures and smooth workflow management. This helps the sales team's close agreements faster while maintaining compliance and improving operational efficiency.
DocSales enables users to select and sign multiple documents at once through batch signing, cutting down repetitive tasks and speeding up large contract workflows. This is especially useful for teams managing many similar agreements simultaneously. By eliminating individual signing steps, it improves productivity and reduces turnaround time on large sales cycles.
With reading alerts, DocSales notifies senders when recipients open documents, giving sales teams immediate insight into engagement. This visibility helps prioritize follow-ups and customize communication timing. Whether a client has viewed an offer, teams can act on real data to improve engagement and close rates.
