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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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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ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
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