Audience
Companies searching for a solution to streamline the prospecting and proposal process
About UpMail
With UpMail, you’ll not only save time by streamlining the prospecting and proposal process, you’ll also synergise sales and marketing by improving email efficacy while staying beautifully on-brand. We’re small but smart, with expertise in sales, digital marketing, CRM and proprietary software development for the hospitality industry. We are a global team with offices in London and Paris. Easily create dynamic templates that are preloaded with content that can be easily swapped. Allowing your team to use one template that can be versatile for several scenarios. Our proposals are highly flexible and easy to customize. Leverage your digital content, deliver your sales story and drive consistency throughout your team. Digitalize your workflow and upload your templated contracts and documents. Edit within your browser without needing to upload a new document. Remain on top of the sale with our integrated e-signature feature.
Other Popular Alternatives & Related Software
Sign.Plus
Sign.Plus is a legally-binding electronic signature solution, designed to make workflows faster for businesses of all sizes, from large enterprises to SMEs and even individuals.
Sign.Plus Features:
• Fill, sign, and send PDF documents, contracts, leases, NDAs, agreements, and more.
• Extremely easy-to-use eSignature solution available on multiple platforms, including web, mobile, Google Workspace, and more.
• Monitor the progress of your signature requests in real-time.
• Reusable templates to send out frequent documents to different recipients.
• Certificate of completion that contains a tamper-proof audit report with details about the signers.
• Set up a team and add your employees to your team.
• Compliant with electronic signature regulations such as ESIGN, eIDAS, ZertES, and more.
• Compliant with the world’s strictest data regulations such as ISO 27001, SOC2 Type 2.
• Data encryption in transit and at rest.
• Data residency
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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DocSales
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.
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TigerLRM
TigerLRM is an All-in-One CRM with Sales Enablement built right in. Essential tools Include Content Management, Training & Coaching, a Sales Playbook, a Digital Asset Management system, a robust Mobile App, and more.
With TigerLRM, you get:
Digital Asset Management: Consolidate your marketing by including all your digital assets, such as whitepapers, brochures, content, and collateral, in one easy-to-access database.
Sales Playbook: Get your sales and customer service team centered on your marketing message and counter objections with your sales playbook.
Learning Management: Train new hires and upgrade the skills of your existing employees. You can create your own courses.
Sales Enablement: Every company needs a sales enablement professional to apply proper sales enablement in the organization. Your SE professional can guide sales and customer service teams during the client buying journey.
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Integrations
No integrations listed.
Company Information
UpMail
Founded: 2013
United Kingdom
www.upmailsolutions.com
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Product Details
Platforms Supported
Cloud
Training
Webinars
Live Online
Support
Online
24/7 Live Support
UpMail Product Features
Sales Enablement
Collaboration
Content Management
Document Management
Performance Management
Proposal Management
Contact Management
Goals / Quota Management
Lead Management
Meeting Management
Presentation Management
Territory Management
Training Management