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Users of DocSales have found the ability to create customized document templates to be a key use case of the software. This feature allows …
Starting at $29 per month
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Basic
$29
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is DocSales?
DocSales Features
- Supported: Audit Trail
- Supported: CRM
- Supported: Contract Drafting
- Supported: Customizable Branding
- Supported: Digital Signature
- Supported: Document Management
- Supported: Document Storage
- Supported: Electronic Signature
- Supported: Full Text Search
- Supported: Pre-built Templates
- Supported: Sell Side (Customers)
- Supported: Version Control
- Supported: Workflow Management
- Supported: Access Controls/Permissions
- Supported: Authentication
- Supported: Customizable Templates
- Supported: Data Security
- Supported: Document Analytics
- Supported: Mobile Signature Capture
- Supported: Multi-Party Signing
- Supported: Task Progress Tracking
- Supported: Contact Management
- Supported: Templates
- Supported: API
- Supported: Accounting Integration
- Supported: Activity Dashboard
- Supported: Cataloging/Categorization
- Supported: Discount Management
- Supported: Drag & Drop
- Supported: Electronic Payments
- Supported: Pricing Management
- Supported: Proposal Generation
- Supported: Quotes/Estimates
- Supported: Template Management
- Supported: Third Party Integrations
DocSales Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
Users of DocSales have found the ability to create customized document templates to be a key use case of the software. This feature allows them to tailor their documents to their specific needs, saving time and ensuring consistency across all their communications. With the integration of CRM RD Station, users are able to seamlessly transfer and manage data, further streamlining their workflow.
Customers have expressed satisfaction with the wide range of functions and template documents available in DocSales. They appreciate the flexibility it offers in adapting documents for different purposes, be it proposals, contracts, or invoices. The customizable nature of the templates allows users to add branding elements and personalize their documents, giving them a professional touch.
Overall, DocSales has proven useful for businesses and individuals who require efficient document creation and management. By offering customizable templates and an integrated CRM solution, it addresses the needs of users looking for a comprehensive solution to streamline their document workflows.
Seamless Integration with CRM: Several users have praised DocSales for its seamless integration with popular CRMs like Rd Station and Pipedrive. They have found that the software provides full integration, allowing them to easily sync their sales data and streamline their processes without any complications.
Fast and Simple Implementation: Reviewers have consistently mentioned that the implementation process of DocSales is fast and straightforward. This has been a great advantage for businesses looking to quickly adopt the software into their operations. The ease of implementation has allowed them to start using DocSales without any major delays or complexities.
Easily Adjustable Templates: Many users appreciate the flexibility provided by DocSales when it comes to creating customized documents. They find it convenient that there are no limitations on the number of templates they can create, enabling them to tailor their documents according to their specific needs and branding requirements.
Text Editor Could Be More User-Friendly: Some users have expressed that the text editor in DocSales could be more user-friendly. They feel that certain features or functionalities could be improved to enhance the overall user experience.
Bugs in the System: There have been reports of some bugs in the system, which have affected the experience of a few users. These bugs may have caused inconvenience and frustration during their usage of DocSales.
Support Time Disadvantage: A minor disadvantage mentioned by some users is the support time, possibly due to the time difference between their location and the support team's location. This has led to a slight delay in receiving assistance from the support team when needed.