Generate and send proposals or contracts automatically without leaving the CRM
Prepare proposals or contracts, send them for e-signature and track the deal closure.
All without leaving your CRM screen.
Do you have a minute?
Do you understand the
magnitude of your problem?
Operational activities represent 72% of a salesperson's time, while only 28% is spent actually selling. The route to high-performance sales for sellers and commercial managers is to identify and resolve each of these sales offenders.
Understand how DocSales works
With a quick and simple implementation, we create rules for DocSales to perform
tasks that were previously done manually by the seller.
1. Generate proposals and contracts
Generate proposals and contracts with just one click without leaving the CRM.
2. Sign documents
Integrated electronic signature. You are notified of everything that happens in the CRM.
3. Charge the customer
Does the commission drop when the first payment is made? Charge the customer upon contract signing.
4. Send to Billing
Automatically send all business data to the ERP.
Learn about the most common use cases of Zero Click.
Proposals
Generate proposals with a click by moving to the proposal phase of your CRM. Automatically, the proposal will be generated based on your Google Docs or Slides template with your client's data and sent to them.
Embedded with your CRM
When moving the opportunity to the configured phase, the document is already generated and sent.
Amazing proposals
Utilize the full potential of Google Docs and Google Slides to create impactful, visual proposals that enchant leads.
Converting follow-ups
Know when the client opened and for how long they stayed in it. Make assertive and killer follow-ups.
Contracts
Generate contracts with a click by moving to the contract phase of your CRM. Automatically, the proposal will be generated based on your Google Docs template with your client's data and sent to them for electronic signature.
Integrated with your CRM
When moving the opportunity to the configured phase, the document is already generated and sent. Once signed, DocSales can move the opportunity to won and update it with the document's data.
Google Docs
Use all the convenience of Google Docs to create and edit your contract templates.
Electronic signature
Formalize the sale with electronic signature with convenience for your customer and legal validity in Brazil, USA, and Europe.
Receive upon signature
What if the customer could sign and pay the first installment in the same step? With eSign and Pay, the signature and payment are linked, ensuring an e-commerce experience for closing the deal.
Total security in your transactions
Charges are processed by Stripe, one of the world's largest payment players, with clients like Google and Amazon.
Now, simulate how DocSales would look in your company!
If your company has more than 3 salespeople and believes we can help you,
schedule a conversation with our specialists for a free diagnosis.
Loved by over 7.000 sellers from 1.500 sales teams
Worldwide award-winning solution with evaluation by our users
You keep working with
your current systems
Multiply your productivity by connecting DocSales to your app ecosystem.
Integrações do DocSales
Se sua empresa tem mais de 3 vendedores e acredita que nós podemos te ajudar, agende uma conversa com nossos especialistas para fazermos um diagnóstico gratuito.
Templates in Google Docs or Slides
Document templates are configured with variables (see in the image next to {{keys}}) that are replaced by CRM information. Thus, documents are prepared automatically.
Clauses review
Simply grant access to the Google Docs folder to personalize and adjust contractual clauses requested by your client.
Integration with all Electronic Signature platforms
Continue using the signature application approved by your company or required by your client.
* DocSales eSign is free for all Zero Click customers
Document monitoring dashboard
Have a 360º view of the signature workflow.
Integration with Billing systems
Contract signed? With our automatic integration, the commercial->financial flow is 100% automatic and fast.
If your company has more than 3 salespeople and believes we can help you,
schedule a conversation with our specialists for a free diagnosis.
