DocSales allows you to connect your Close contact data to automatically generate pre-filled proposals, agreements, and sales documents. To use DocSales, simply drag an opportunity card to the CONTRACT phase within Close CRM. DocSales will pre-fill your document with customer data, products, price, and terms, as well as send out the signature-ready document to your lead on your behalf.
Why use DocSales and Close together?
DocSales helps Close customers: