Name: DocSales
Price: 29 USD
Author: DocSales

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Functional Testing

Mind Mapping

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

Enterprise Search

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

3D Printing

Business Process Automation

Cloud Storage

Configuration Management

DevSecOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Remote Monitoring and Management

SaaS Backup

Scale-Out Storage

Server Virtualization

Static Application Security Testing (SAST)

Storage Area Network

Test Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Event Management

Marketing Attribution

Marketing Automation

Search Marketing Intelligence

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Accounting

Direct Secure Messaging

Home Health Care

Hospital Management

Medical Office EMR & EHR

Population Health Management

Veterinary

Vertical-Specific

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### Contract Management
Users consistently praise DocSales for its contract management capabilities. The platform's ability to streamline the process of creating, sending, and signing contracts has been a game-changer for many businesses. Users appreciate the efficiency and security of the platform, noting that it has significantly reduced the time it takes to finalize deals. Some users have mentioned a desire for more flexibility in customizing terms and conditions for different services, but overall, DocSales's contract management functionality has garnered positive feedback for its effectiveness and ease of use.

### Proposal Creation
Users consistently praise DocSales for its efficient and user-friendly proposal creation capabilities. They highlight the platform's ability to streamline the process of creating, customizing, and sending proposals quickly and securely. Users appreciate the ease of generating proposal links, various signature options, and the overall management of proposals. The integration with CRM systems like Pipedrive is also lauded for simplifying proposal filling and tracking. Despite some minor suggestions for improvement, the general consensus is that DocSales excels in providing a practical and efficient solution for proposal creation.

### Document Handling
Some users appreciate the speed and security that DocSales provides in handling documents, allowing for quick and legally binding signatures. However, others express challenges in configuring document templates and find certain parameters confusing, impacting the overall user experience. Despite these mixed sentiments, DocSales seems to offer a practical solution for document handling needs, particularly in streamlining processes and enhancing document security.

### Workflow Automation
Users appreciate DocSales' workflow automation for streamlining processes and enhancing efficiency in their commercial operations. The platform's ability to automate tasks, integrate with CRMs, and provide a user-friendly experience has garnered positive feedback. However, some users have noted areas for improvement in terms of customization options and ease of configuration. Despite mixed opinions, the general consensus leans towards DocSales' workflow automation being a valuable asset for optimizing business workflows.

### Signature Processes
Users consistently highlight the convenience and analytics feature of DocSales's signature processes. The ability to streamline contract signing and track document progress has significantly improved their workflow efficiency. While some users express minor concerns about specific functionalities like group document sending, overall, the consensus leans towards the effectiveness and user-friendly nature of DocSales's signature processes.

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.

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.

Basic

Free

Standard

Concord

DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral.  The solution includes workflows that can be tailored to an organization's  business processes. It is also designed to accelerate team collaboration. SpringCM was acquired by DocuSign in the summer of 2018.

Personal

Business Pro

Advanced Solutions

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DocuSign for Realtors

Real Estate Plus, Broker Edition

Sandbox Account

Starter

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Enterprise Offerings

DocuSign CLM

DocSales

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.