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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

Cut your Salesforce work in half. Take it for a spin, it’s free and you’ll be up and running in seconds. Interact with your pipeline in a snappy spreadsheet with instant two-way editing, filters, groups, notes, etc. Mouse slowing you down? Get your gamification on and learn our myriad of keyboard shortcuts to find and update what you need in a fraction of the time. Customize and keep tabs on your most important metrics on your Hero home screen. We’ll also let you know how much time you’re saving. We will never see your CRM data. Hero works client-side (on your device only), so it’s just your computer communicating directly with Salesforce. You know the rules, shouldn’t your software? Set up Hero to make automatic updates based on your own custom triggers. Stop updating one record at a time. Filter, check, and bulk update with just a few clicks. Collaborate in real-time with other users, even if they don’t have a Salesforce account.

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

Sales reps that use Salesforce and want to drastically reduce time spent updating records and other tasks

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

No information available.
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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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

Hero.app
Founded: 2020
United States
hero.app

Alternatives

Alternatives

Masset.ai

Masset.ai

Masset
Sign.Plus

Sign.Plus

Alohi
Omni Analytics

Omni Analytics

Omni Labs

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

Integrations

Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Plecto
Stripe

Integrations

Salesforce
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Plecto
Stripe
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim Hero.app and update features and information
Claim Hero.app and update features and information