DocSales CRM Integration
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:
- Increase sales team efficiency
- Minimize sales cycle times
- Automate repeatable sales processes and tasks
- Allow sales teams to do what they’re best at: selling!
We think you’ll also like...All Integrations
Try the Segment integration with Close now to create and update Contacts and Leads, automatically.
Stitch connects to today’s most popular business tools – Close, Facebook Ads, and many more – and replicates the raw data to a data warehouse.
Close seamlessly integrates with Gmail, so you can have full visibility into your email comms from within the app.