DocSales Pricing, Features, Reviews & Comparison of Alternatives

DocSales

Sales automation platform for creating proposals & contracts

4.4/5 (5 reviews)

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.
www.docsales.com

Pricing

Starting from
$79/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, Brazil

Supported languages

English
DocSales screenshot: DocSales dashboardDocSales Product TourDocSales screenshot: DocSales add questionnnairesDocSales screenshot: DocSales send documentsDocSales screenshot: DocSales import data from third-party CRM

DocSales reviews

Excellent
2

Very good
3

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.0
  4.0
  4.6
  4.8
Maria Eduarda Silva

Ótima escolha

Used daily for less than 6 months
Reviewed 2020-09-03
Review Source: Capterra

ótima escolha, melhorou muito o índice de assinatura de contratos na empresa pela praticidade para os clientes. Além de ser fácil o manuseio o que facilitou muito a implementação.

Pros
Praticidade ao usar o DocSales, praticidade na assinatura dos contratos e agilidade com os clientes para assinatura.

Cons
não ter interface com software financeiro e não conseguir colocar valor de entrada maior no parcelamento

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Janaina Rodrigues

Nos atende bem

Used daily for 2+ years
Reviewed 2020-09-08
Review Source: Capterra

Pros
A integração com nosso CRM é ótima, facilitando o preenchimento e controle das propostas enviadas. Estamos satisfeitos com o produto!

Cons
Valores aparecerem separados por produto ao invés de valor total. Também haver campo para descrever custos da logística.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Eduardo Mariano

Bom software

Used daily for less than 6 months
Reviewed 2020-09-14
Review Source: Capterra

Pros
É fácil de ver se o cliente acessou a proposta.

Cons
Não é bem integrad com o RD station CRM. Preciso preencher valores em dois lugares.

Response from Sales Documents


Ola Eduardo,
A RD nos disponibilizou uma nova API de integrac?o.
Nos realizamos diversas melhorias nessa integracao.
Te convido a testar e verificar se melhorou.
Abracos,
Mauricio

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Julian Jesus

Consultorias

Used daily for less than 6 months
Reviewed 2020-09-02
Review Source: Capterra

Agilidade no processo da assinatura

Pros
Integração com CRM Usabilidade Múltiplos signatários

Cons
Nosso modelo de proposta não se adaptou muito ao modelo digital. Ainda não estamos 100% satisfeito com nosso modelo de documento. Queria esse retorno de vocês, me dando sugestões de como melhorar.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Marcelo Xavier

Avaliação DocSales

Used daily for less than 6 months
Reviewed 2020-09-03
Review Source: Capterra

Pros
O fato de tornar o processo de criação, envio e controle de propostas mais rápido é o fator que mais me agrada.

Cons
Para visualizar uma proposta, é necessário que ela esteja salva. Acredito que uma pré-visualização antes de salvar o arquivo, seria uma boa opção.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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DocSales pricing

Starting from
$79/month
Pricing options
Subscription
Free trial
View Pricing Plans

DocSales is offered across three pricing plans, outlined below. A free trial is available and a discount is given for annual commitments.
SalesFlow Lite: $79 per month and $790 per year
SalesFlow Vegas: $129 per month and $1290 per year
SalesFlow Advanced: Contact Sales Documents directly for pricing information.

DocSales features

API
CRM Integration
Contact Management
Customizable Templates
Data Import/Export
Third Party Integration
Workflow Management

Activity Dashboard (118 other apps)
Activity Tracking (76 other apps)
Automatic Notifications (63 other apps)
Collaboration Tools (62 other apps)
Contact Database (73 other apps)
Lead Capture (61 other apps)
Lead Management (79 other apps)
Real Time Data (68 other apps)
Reporting & Statistics (77 other apps)
Sales Analytics (75 other apps)
Sales Reporting (68 other apps)
Sales Tracking (59 other apps)
Search Functionality (82 other apps)

Videos and tutorials

Additional information for DocSales

Key features of DocSales

  • Access Controls/Permissions
  • Alerts/Notifications
  • Buy Side (Suppliers)
  • Document Analytics
  • Electronic Signature
  • Mobile Signature
  • Multi-Party Signing
  • Pre-built Templates
  • Pricing Management
  • Quote/Proposal Creation
  • Reporting/Analytics
  • Sell Side (Customers)
  • Task Progress Tracking
  • Team Collaboration
  • Templates
View All Features