Finally, a PandaDoc alternative that truly automates sales closing (at a fairer price)
PandaDoc costs $$$ to save templates and requires you to manually fill out contract variables. DocSales offers:
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Proposal & Contract generation with zero clicks.
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Turnkey document management from your CRM of choice
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Automated tasks execution when a CRM Opportunity changes, or a doc is read / signed
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Real time alerts to SalesReps to take actions at the right time
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Fair pricing with no hidden add-ons
Free 1:1 onboarding | 30 day trial | No credit card required
Watch the 1-min video and see how we can help your company to save 25% of sales rep day.
Finally, a PandaDoc alternative that truly automates sales closing (at a fairer price)
PandaDoc costs $$$ to save templates and requires you to manually fill out contract variables. DocSales offers:
-
Proposal & Contract generation with zero clicks.
-
Turnkey document management from your CRM of choice
-
Automated tasks execution when a CRM Opportunity changes, or a doc is read / signed
-
Real time alerts to SalesReps to take actions at the right time
-
Fair pricing with no hidden add-ons
Free 1:1 onboarding | 30 day trial | No credit card required
Watch the 1-min video and see how we can help your company to save 25% of sales rep day.
Over 1,300 sales team use DocSales worldwide
Understand how those organizations speed up their sales process and shorten sales cycles
Why choose DocSales over PandaDoc?
DocSales prefills your document with customer data, products, pricing, and terms from your CRM, as well as sends out signature-ready documents to leads on your behalf. See why DocSales is the #1 alternative to PandaDoc.
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Real automation to generate documents with Zero Click From your CRM, just drag & drop the opportunity card to a new phase. DocSales will automatically fill in your document variables. |
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Document template engine, powered by Google Docs Take advantage of all Google Docs or Google Presentation features to create awesome proposals, contracts, and documents. |
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Integration with SalesForce, Pipedrive, Hubspot and Close.com (and more!) 1:1 native integrations with all leading CRM platforms. |
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Built in eSignature system Upload signature-ready documents to eSign. Legally binding in USA and Europe |
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Multiple signer validation types IP tracking, unique link per signer, and Selfie picture requests give you legal signature verification. |
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Teams Create internal teams to manage document access |
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Price per user Only pay per user. Unlimited document generation and eSigning |
$49
/user/ month |
starts at $29
/user/ month |
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Free 1:1 onboarding and 30-day trial No credit card, no commitment, risk free trial. |
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Cancel at any time No commitment |
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Powerful workflow automation engine
DocSales seamlessly ties proposal automation into your current CRM functionality.
Increase productivity at every stage
Imagine the following scenario:
Proposal generation
When the CRM opportunity changes to the "proposal" phase
DocSales gets all opportunity data, fill out the proposal template (set up on google docs) and send it out to your customer
Follow up
When your customer opens the proposal 2 times or keep it open for more than 3 minutes
DocSales changes the CRM opportunity to the "Proposal Follow-up" phase
Contract generation
When your customer eSigns the Proposal
DocSales changes the CRM opportunity to the "Contract" phase
AND
DocSales gets all opportunity data, fill out the Contract template and send it out to your customer
CRM update
When your customer signs the contract
DocSales set the CRM opportunity to WON
Featured
Smart Solution to automate proposals and contracts
Works with all leading CRMs
1 to 1 integrations. Setup in minutes with a live product specialist.
Your sales on autopilot
Multiple automation options available
- Send documents when the opportunity card reaches a specific phase
- Move the card to a new phase when the document is opened or signed
- Set opportunity to WON when the doc is signed
Everything centralized on your CRM
Send documents and see the status directly from CRM
DocSales add status updates within the Opportunities notes on your CRM automatically. No need to login in two different systems!
Legally binding built-in eSign platform
Unlimited eSigning included on all plans
With DocSales you don’t need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign. Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.
Powerful Docs templates on Google Docs
With DocSales you don’t need to subscribe to an eSigning platform. Our automation includes unlimited documents to eSign. Also, you can eSign documents generated by DocSales integration with your CRM or by uploading a PDF file.
eSign & Pay
Allow your customers to pay immediately after signing an agreement.
Our transparent integration to Stripe allow you to charge your customers when they sign the closing doc.
Leading, Trusted. Enabling growth.
Improve your sales closing efficiency right now.
No credit card required
FAQ
• Centralized control of all documents sent by your team
• All metrics and KPIs remain on CRM
• Each four sales reps will be worth five! 25%+ productivity, at a fraction of a sales rep compensation.
• No more error: Use of doc templates makes your team more accurate.
• No more procrastination, sending docs now is easier and faster than ever.
• Centralized operation: Single login to see what is going on on each opportunity.
• Faster sales cycle, Commission paid faster.
• Save up to 2 hours per day on administrative tasks.
• Integrate Sales-to-finance, so the contracts can be added to your billing system automatically
• Payment processor: Charge your customer the moment they sign the closing document, just like you do on e-commerce stores.
• Sales Commission will be easier than ever to calculate, just export all sales from DocSales.
