--- title: "DocSales Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about DocSales Software - reviews, pricing plans, popular comparisons to other Sales Enablement products and more." source_url: "https://www.capterra.com/p/209125/DocSales/" page_type: "product" language: "en" --- # DocSales Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DocSales ## 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) ## What is DocSales used for? [Proposal Management](https://www.capterra.com/proposal-management-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Top alternative Featured Overall rating Based on 20 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $29 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DocSales?[Manage this product listing](https://www.g2.com/products/docsales/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DocSales 4.7 (20) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $29 Per User, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (20) Ease Of Use 4.4 (1,244) Value For Money 4.6 (20) Value For Money 4.3 (973) Customer Service 4.6 (20) Customer Service 4.3 (954) ## DocSales alternatives [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/) [4.4 (118)](https://www.capterra.com/p/228164/Conga-Document-Generation/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/228164/Conga-Document-Generation/) [Oneflow](https://www.capterra.com/p/148241/Oneflow/) [4.6 (112)](https://www.capterra.com/p/148241/Oneflow/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/148241/Oneflow/) ## FAQs about DocSales Overview ### Which roles and teams benefit most from DocSales? DocSales is most used by sales leaders, commercial teams, and business owners who need to streamline proposals, contracts, and deal follow-up. Administrative, finance, legal, and IT roles benefit by organizing documents, supporting approvals, improving process control, and maintaining reliable access, compliance, and operational efficiency across customer-facing workflows. Answer based on 20 reviews Overview ### What company size and specific industries is DocSales built for? DocSales is designed for B2B companies with three or more sales representatives that use Salesforce, HubSpot, Close, or Pipedrive. It is aimed at sales-driven organizations rather than a specific industry, making it a fit for businesses that rely on CRM-based sales processes. Features and Usability ### What are the key features of DocSales? DocSales offers proposal generation, quotes and estimates, and document automation for sales documents. It also includes digital signature and electronic signature, multi-party signing, workflow management, version control, CRM, contact management, document storage, reporting and analytics, access controls, and third-party integrations. Integrations ### Which third-party tools and platforms does DocSales integrate with? DocSales integrates with 7 third-party tools, including CRM and billing platforms such as HubSpot CRM, Pipedrive, Salesforce Sales Cloud, Salesforce Starter, Close, Chargebee, and Stripe. These catalog integrations cover sales management and payment workflows for teams that need document generation connected to core business systems. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does DocSales offer? DocSales provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, documentation gives written reference material, and videos provide visual walkthroughs for reviewing setup steps and product features at any time. Answer based on 2 reviews Getting Started and Support ### What customer support options does DocSales offer? DocSales provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback on support is available here, so support quality, response times, and common user frustrations cannot be described from the supplied catalog data. ## Features AI summary Based on 2,485 Sales Enablement reviews Not all Sales Enablement products cover every priority buyers look for. Here is what Capterra reviewers flag as essential when choosing a solution: - **Contact Management** (**55%** of reviewers rated this feature as critical) - **Contact Database** (**58%**) - **Lead Management** (**52%**) DocSales supports **Contact Management**, but it does not include **Contact Database** or **Lead Management**. Instead, it offers **CRM** (**58%**) and **Third-Party Integrations** (**57%**), which can give teams a central place to manage customer relationships and connect sales workflows with other business systems. These features help businesses keep customer information organized, improve coordination across tools, and support more consistent follow-up with prospects and clients. Authentication 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Verify the identity of users/devices to enable secure access Customizable Fields 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Data Security 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Electronic Signature 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents Mobile Signature Capture 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Capture signatures via mobile devices DocSales 40 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Formatting: Automatically formats data in a predetermined way - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Mobile Signature Capture: Capture signatures via mobile devices - Multi-Party Signing: Share documents with different users to collect multiple signatures - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (20) 4.6 Based on 20 reviews ## Pricing Value for money 4.6 (20) Free Trial Basic $29.00 Per User,Per Month Value for money 4.6 (20) 4.6 Based on 20 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[ Close](https://www.capterra.com/p/132667/Close-io/)[ Chargebee](https://www.capterra.com/p/131433/Chargebee/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (20) 4.6 Based on 20 reviews ## User reviews Overall rating 4.7 Based on 20 reviews Filter by rating 5(14) 4(6) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LM LAUANY M. Assistente administrativo International Affairs ### "Sugestões e Elogios" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 10, 2024 Estamos há quase 7 meses de uso e não tive problemas nas funcionalidades, já implantei todos os contratos de todos os países que fazemos vistos e não tive dificuldade. Ainda tenho alguns pontos de melhoria, porém modificando alguns passos nos nossos processos internos conseguimos nos adaptar bem. Gosto da agilidade nas respostas do suporte e também tive poucos problemas com acesso ou queda do sistema. Pros Gostei da praticidade, é um sistema simples e que traz muitas funções que agilizam no dia-a-dia durante a rotina da maioria dos setores que temos hoje. O contrato poder ser acessado por um link é uma ótima opção, poder ser baixado várias vezes também e ter um e-mail para cada modificação, assinatura, cancelamento ajuda bastante também no controle dos contratos. E a opção de visualização em Kanban foi muito bem pensada, gosto da praticidade de mover um contrato para cada coluna, da pesquisa fácil e etc. Cons Sinto que ainda podemos ter mais melhorias, como mencionei via e-mail uma opção de encaminhar o contrato via whatsapp para o cliente, também uma autenticação na hora da assinatura, verificando se o CPF inserido é o mesmo do cadastrado, acredito que com o tempo várias mudanças possam ocorrer pra otimizar e estou ansiosa pra continuar acompanhando a evolução do sistema. Reasons for choosing DocSales No final escolhemos a DocSales pelo custo/beneficio, tínhamos a maioria das funções que precisávamos e um suporte, que sempre foi a prioridade na nossa empresa. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RJ Roberval J. CEO Accounting ### "Execelente programa" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 9, 2024 Pros ajudou muito a nossa produtividade em nossa empresa Cons é um pouco complexo a implantação dos contratos automáticos. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RB Rafael B. Owner Business Supplies and Equipment ### "I recommend DocSales to friends" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 14, 2022 We need more functions and template documents. The system helps us to create documents template, customized documents, and integration with CRM RD Station. Pros The integration with the CRM Rd Sation.. Cons The text editor could be user-friendlier. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AA agner A. proprietario Information Technology and Services ### "mudança para melhor" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 28, 2021 gosto que sempre estão trazendo novidade como a integração com googledocs e agora a opção de colocar arquivos do word ou pdf upload. O custo beneficio preço também é algo a se pontuar. Pros a principio contratei porque estava utilizando assinador que realizava importação do arquivo word e gostaria de algo mais automatizado que o colaborador não tivesse acesso a mudar o texto do contrato. foi ai que encontrei docsales, resolveu meu problema! Cons até o momento não tenho o que me queixar. Switched from [Clicksign](https://www.capterra.com/p/209270/Clicksign/) precisava de um sistema que fosse mais automatizado, que meu colaborador não ficasse editando arquivos do word. Reasons for choosing DocSales a principio o docsales me atendeu automatizando meu processo de venda, trazendo muita economia para empresa. ele possuir funcionalidades que agregam ao nosso negócio como contrato automatizao e opção de upload de arquivo e integração com crm. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 30, 2021 Obrigado pelo feedback. Ficamos muito felizes que estejam satisfeitos com o DocSales, em substituição a outro sistema de assinatura. Conte com a gente sempre. WA wesley A. Gerente de TI Food & Beverages ### "Assinatura Eletrônica - Simples, fácil e baixo custo" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 December 28, 2021 Não tive nenhum problema na implantação. A solução é simples de implementar, baixo custo de aquisição e possuí vários treinamentos disponíveis para os usuários consultarem na WEB. Pros O produto é fácil de usar, implementação simples e rápida, baixo custo e atende perfeitamente a nossa necessidade. Cons Sinto falta da funcionalidade de enviar o mesmo documento para um grupo de usuário, sem a importação de importar uma lista de contatos (e-mail). Outro funcionalidade legal é ter a função do observador, isso é, a pessoa recebe o documento, mas não tem a necessidade de assinar o mesmo. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/) Reasons for choosing DocSales Não tive nenhum problema na implantação. A solução é simples de implementar, baixo custo de aquisição e possuí vários treinamentos disponíveis para os usuários consultarem na WEB. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RD Rafael D. DIRETOR Telecommunications ### "Ferramenta de Suporte" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 December 28, 2021 Excelente ferramenta de suporte a vendas e contratos. Pros Elaboração de Propostas e contratos com aceite eletrônico. Cons A princípio não tenho nada a reclamar e está nos atendendo. Reasons for choosing DocSales Melhorias de processos. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. IG Isaac G. Coordenador IT Oil & Energy ### "Software amigável e muito útil durante e pos pandemia" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 28, 2021 Pros Produto fácil de usar e com ótimo custo benefício. Suporte excelente, com retorno e apoio às demandas urgentes. Atende as necessidades da empresa tanto para equipes em home office quanto para colaboradores em trabalho presencial e/ou embarcados. Cons Até o momento não encontrei dificuldades ou problemas para informar. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RG Rosemira G. Contadora Accounting ### "Praticidade e Segurança" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 23, 2021 Agilidade nas assinaturas dos contratos fazendo com que os nossos clientes não percam tempo no trânsito e transmitindo a eles a tranquilidade de que o documento não será extraviado. Pros Ter o documento assinado com segurança e legalidade, de forma prática, não onerosa, facilitando a vida do cliente e a nossa em uma perfeita e agil integração. Foi a solução perfeita para os tempos atuais em que economia de Tempo para nós é por demais impactante. Cons Não tenho aspectos negativos para mensurar. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JQ Jorge Q. Diretor de Inovação Information Technology and Services ### "O DocSales simplificou o dia a dia do meu departamento comercial" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 December 9, 2021 A experiência é excelente! Pros Com a ajuda do DocSales consegui abolir o uso do Microsoft Word dentro da minha empresa. Agora, as oportunidades cadastradas no CRM Pipedrive geram propostas em instantes. O processo de envio de propostas da empresa ficou extremamente rápido e os clientes podem aceitar ou recusar as propostas usando assinatura digital. Em uma segunda fase, conseguimos também automatizar pelo DocSales o envio dos contratos. Realmente estamos muito satisfeitos. Cons Como o sistema pega o endereço do cliente baseado no Google, existe um problema quando o endereço possui complemento. É necessário checar uma forma de corrigir esta deficiência. Reasons for choosing DocSales Escolhi porque fiz um trial e achei que o produto tinha potencial. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DC Deise C. Analista Administrativo Marketing and Advertising ### "Pratico, seguro e com ótimo custo/benefício" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 8, 2021 Foi a solução para assinatura de contratos em período de pandemia. Atendeu minhas expectativas e está transformando nossa forma de fechar negócios. Pros É uma plataforma muito prática, o envio de documentos para assinatura é rápido e seguro, possui diversas funcionalidades, como geração de link para enviar ao destinatário, opções de forma de assinatura, é de fácil gerenciamento e o custo/benefício foi o melhor que encontrei. Cons O sequenciamento de envio é uma funcionalidade cobrada a parte. Reasons for choosing DocSales Fiz uma pesquisa de custo/benefício e a DocSales foi a que apresentou um pacote com maior número de assinaturas (e funcionalidades) pelo menor valor. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/209125/DocSales/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.