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Automated document generation and e-signature workflows for high-growth sales teams.
Automates the generation of proposals and contracts from CRM data. Provides unlimited, legally-binding electronic signatures for all users. Includes real-time 'Reading Alerts' that notify sales reps when a prospect opens a document. Features batch signing to process multiple similar agreements simultaneously. Offers a product catalog with custom fields for technical specs and pricing.
Frictionless: Allows sales reps to close deals without leaving their CRM, reducing context switching. Unlimited E-Sign: Removes the 'per-signature' cost barriers found in tools like DocuSign. Visibility: Gives managers immediate insight into where a document is in the approval pipeline. Automation: Drags an opportunity to a new stage in the CRM and automatically sends the right contract.
Category: Marketing & Growth
Team Size: 11-50
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DocSales is a sales acceleration platform designed to put the 'closing' part of the sales cycle on autopilot. It unifies the creation of proposals, quotes, and contracts by pulling data directly from a CRM. With unlimited electronic signatures and real-time document tracking, it allows sales reps to generate and send legally binding documents in seconds, reducing administrative friction and speeding up deal closures.
Founded in 2017 by Maurício de Almeida in Brazil. Maurício, a veteran sales executive, was frustrated by how much time his teams spent on 'copy-pasting' data into contracts. He built DocSales to turn the 'Proposal-to-Cash' workflow into a single-click event, eventually scaling it to support thousands of professional sellers.
