DocSales

DocSales

DocSales 360ยบ streamlines the sales process by automating administrative tasks, including proposal generation and seamless handoff to finance. By integrating with major CRMs and offering an eSigning solution, it reduces time wasted on manual tasks, enabling sales teams to focus on revenue-generating activities and follow-ups, ultimately enhancing productivity.

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Top DocSales Features

  • Automated proposal generation
  • Seamless CRM integration
  • Zero-click document creation
  • Built-in eSigning platform
  • Multi-tool task automation
  • Digital business card app
  • Lead generation features
  • Real-time document tracking
  • Administrative task management
  • Customizable document templates
  • Follow-up reminders system
  • Centralized sales activity dashboard
  • Payment processing upon eSigning
  • Cross-platform compatibility
  • Analytics on deal closures
  • Document storage and retrieval
  • User-friendly interface
  • Collaborative document editing
  • Integration with finance systems
  • Scheduled task notifications