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DocSales Logo

Sales automation platform for creating proposals & contracts

Table of Contents

DocSales - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

DocSales overview

What is DocSales?

DocSales is a sales automation software designed to help businesses create, edit, electronically sign, and share documents, proposals, quotes, and contracts with customers or prospects on a centralized platform. Administrators can configure access permissions, enabling staff members to edit prices, view sent or signed files, or offer discounts and export documents in Microsoft Excel format.

DocSales allows organizations to create product catalogs with custom fields to capture technical details, categories, and other additional information. Managers can use templates to create personalized quotes, contracts, or proposals and send them to clients using secure links via email or WhatsApp. Supervisors can track the number of views on documents, secure file access through unique ID codes, and organize or group sales representatives using color-codes. The software automatically sends signed PDF documents to signees, sales representatives, or staff members, and lets businesses add questionnaires to collect customers' feedback.

DocSales facilitates integration with various third-party customer relationship management (CRM) systems such as Salesforce, Pipedrive, HubSpot, SharpSpring, ActiveCampaign, and more. Organizations can also automate workflows and store signed documents in a secure vault.

Starting price

29per user /
per month

Alternatives

with better value for money

DocSales’s user interface

Ease of use rating:

DocSales reviews

Overall rating

4.7

/5

20

Positive reviews

95

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.95/10
Rating distribution

5

4

3

2

1

14

6

0

0

0

Who uses DocSales?

Based on 20 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting
Information Technology and Services
Marketing and Advertising
International Affairs
Others

Use cases

Contract Management
Proposal Management
Digital Signature
Sales Enablement

DocSales's key features

Most critical features, based on insights from DocSales users:

Access controls/permissions
Accounting integration
Activity dashboard
Alerts/Notifications
API
Audit trail
Authentication
Automatic formatting
Catalog management
Contact management

All DocSales features

Features rating:

Access controls/permissions
Accounting integration
Activity dashboard
Alerts/Notifications
API
Audit trail
Authentication
Automatic formatting
Catalog management
Contact management
CRM
Customer history
Customizable branding
Customizable fields
Customizable templates
Data import/export
Data security
Discount management
Document automation
Document management
Document review
Drag & drop
Electronic payments
Electronic signature
Mobile signature capture
Multi-Party signing
Pricing management
Proposal generation
Quotes/Estimates
Real-Time data
Reporting/Analytics
Status tracking
Task management
Template management
Templates
Third-Party integrations
Version control
Workflow management

DocSales alternatives

DocSales logo

Starting from

29

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
SignWell logo

Starting from

12

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Docusign logo

Starting from

15

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Dropbox Sign logo

Starting from

20

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

DocSales pricing

Value for money rating:

Starting from

29

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about DocSales price and value

Value for money rating:

DocSales integrations (7)

Integrations rated by users

We looked at 20 user reviews to identify which products are mentioned as DocSales integrations and how users feel about them.

RD Station logo
RD Station

Integration rating: 4.0 (1)

Todos os contratos, se iniciam no RD Station que é a ferramenta de nosso comercial e migram para o Netlex. O RD Station não tem os processos, workflows e etc...

VD

Vinicius D.

Assistente de Legal Ops

DocSales support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base
Chat

Training options

Videos
Live Online
Webinars
Documentation

DocSales FAQs

Related categories