DocSales – Features, Pricing & Reviews 2026 | Krowdbase
DocSales logo

DocSales

SALES CLOSING ON AUTOPILOT: Just drag the opportunity card to a new phase and Docsales will prepare and send proposals or contracts.

What is DocSales?

DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive)

Video

Features

Access Controls/Permissions
Audit Trail
Data Security
Document Management
Mobile Signature Capture
Multi-Party Signing
Status Tracking
Contact Management
Electronic Signature
Proposal Generation
Templates
Workflow Management
Activity Dashboard
Electronic Payments
Pricing Management
Third-Party Integrations
Alerts/Notifications
Real-Time Data

FAQ

The official website of DocSales is https://www.docsales.com/

Pricing

Starting at:

USD 29/per month

Free Trial Available

Reviews(0)

Write a review

DocSales alternatives

Slack
Slack logo

Slack

Slack is where work happens for millions of people everyday. Slack transforms how work happens by bringing AI and automation to where people are already collaborating. Go from chatting with your teams to chatting with apps and data. Break down...load more

Free Trial Not AvailableStarting at: USD 0/free plan
Salesforce Sales Cloud
Salesforce Sales Cloud logo

Salesforce Sales Cloud

Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise...load more

Free Trial Not AvailableStarting at: USD 25/per month
Docusign
Docusign logo

Docusign

Docusign helps small businesses streamline digital agreements, especially in real estate, healthcare, and IT services. Its key benefit is fast, legally binding signatures with guided signing and multi-party workflows. While pricing is lower than...load more

Free Trial AvailableStarting at: USD 15/per month
Zoho CRM
Zoho CRM logo

Zoho CRM

Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its...load more

Free Trial AvailableStarting at: USD 14/per month
Box
Box logo

Box

Krowdbase Shortlist

Box enables small businesses to manage and share files securely across teams and devices. Its favored by administrative and IT roles in smaller organizations for document management and cloud storage. Users highlight its organized file structure and...load more

Free Trial AvailableStarting at: USD 20/per month
Adobe Acrobat
Adobe Acrobat logo

Adobe Acrobat

Create, edit, convert, sign, and combine documents with Adobe all-in-one PDF and e-signature solution.

Free Trial AvailableStarting at: USD 24.99/per month
Xero
Xero logo

Xero

Krowdbase Shortlist

Xero helps small businesses simplify accounting, invoicing, and reporting. Finance and admin teams value its clean interface and flexible reports. While support and budgeting tools have limits, standout features like profit or loss statements and...load more

Free Trial AvailableStarting at: USD 20/per month
Pipedrive
Pipedrive logo

Pipedrive

Pipedrive is a customer relationship management (CRM) tool built for small businesses in industries such as IT, marketing, and finance. It supports sales, marketing, and admin teams in managing leads and pipelines through visual drag-and-drop...load more

Free Trial AvailableStarting at: USD 14/per month
Xodo Sign
Xodo Sign logo

Xodo Sign

Krowdbase Shortlist

Xodo Sign (formerly eversign) is a secure and affordable cloud-based eSignature platform that makes it easy to prepare, send, sign, and manage documents online from any device. Key features include in-person signing, advanced PDF editing, audit...load more

Free Trial Not AvailableStarting at: USD 0/free plan
Jotform
Jotform logo

Jotform

Krowdbase Shortlist

Jotform helps small teams automate forms and surveys with customizable fields, mobile signatures, and survey logic. Its widely used by administrative roles across nonprofits and education. While PDF formatting and task tracking pose challenges,...load more

Free Trial AvailableStarting at: USD 39/per month