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!