DocSales

Founded by Mauricio Kigiela in 2022

Automate sales proposals, contracts, and electronic signatures from your CRM

Pricing model

Free Trial

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use DocSales to automate the manual work salespeople do every day. It creates proposals and contracts, sends documents for electronic signature, triggers follow-up emails, creates tasks inside your CRM, and registers new clients in billing systems. It connects your CRM to your ERP so deals flow automatically without switching tools. Sales teams use it to make sure every step of the sales process happens on time without manual reminders.

What DocSales does

Create and send commercial proposals from inside a CRMCollect electronic signatures on contracts without third-party toolsTrigger automated follow-up emails after a proposal is sentAuto-create tasks in the CRM based on deal activityRegister signed clients in the billing or ERP system automaticallyIntegrate eSign into external apps via APICapture leads at events with a digital business card appGenerates commercial proposals and contracts automaticallyUnlimited electronic signature (eSign) built inCreates tasks in your CRM automatically based on deal stageSends follow-up emails to clients on a scheduleRegisters new clients directly in billing or ERP systemseSign as a Service API for integration with external toolsDigital business card app with lead capture for in-person events