DocSales Product Tour

Paperless sales automation so your closers can
continue closing during Covid-19

Between Opportunities and Billing, There’s DocSales

An automated system to create, send and e-sign proposals, quotes and contracts.

The Covid-19 pandemic is changing the way companies worldwide work and sell. DocSales will help you work more leads more efficiently and make your numbers.

TL; DR: DocSales Product Tour

1

Create DocSales user accounts for your sales reps and teams.

5

Messages contain a secure link to the document (Looks absolutely fab on any device).

2

Connect your CRM to DocSales and upload your product or service catalog.

6

E-signing ensures a simple no-hassle, one-click close.

3

We recreate your existing sales documentation (proposals, quotes, and contract templates) in DocSales for free. Same format and design. (Or even prettier if yours aren’t).

7

Real-time reporting and analytics alert you to document views and access.

4

To send a proposal, open the DocSales template already filled with the customer and opportunity details from your CRM. Edit as needed then share via email or Whatsapp.

8

Signed documents are emailed to both parties and added to our secure document vault.

TL; DR: DocSales Product Tour

1

Create DocSales user accounts for your sales reps and teams.

2

Messages contain a secure link to the document (Looks absolutely fab on any device).

3

We recreate your existing sales documentation (proposals, quotes, and contract templates) in DocSales for free. Same format and design. (Or even prettier if yours aren’t).

4

To send a proposal, open the DocSales template already filled with the customer and opportunity details from your CRM. Edit as needed then share via email or Whatsapp.

5

Connect your CRM to DocSales and upload your product or service catalog.

6

E-signing ensures a simple no-hassle, one-click close.

7

Real-time reporting and analytics alert you to document views and access.

8

Signed documents are emailed to both parties and added to our secure document vault.

Getting Started: Make DocSales All Yours

Set your team up for success

Introduce us to your CRM

Create a digital catalog

We create your sales templates

Your Sales Documents: Perfectly Personalized

Your Customers’ Experience: Signing Simplicity

Management & Reporting: Real-time Intelligence

Security & Availability: Always Here for You

Our Customers’ Success Doesn’t Require
a Waiting Period

“Sales proposals used to take
at least 30 min… It’s now less than five.”

- Workplace safety training company

“DocSales shortened sales cycles and
the time our reps spend on paperwork.”

- Sales intelligence software

“DocSales reduced our sales
cycle by 8 days.”

- Online payments provider

“Our sales conversion increased
to 61%.”

- SaaS financial platform