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DocSales

We simplify how sales teams create and eSign NDAs, proposals and contracts.
Published by DocSales (oficial)(about almost 2 years ago)
Version History
Version 1.0
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OverviewInstallation InstructionsPrivacy & Security
A closer's best friend: everything you need to race from Sales Qualified Lead to billing. All-in-one platform helps teams create, distribute, e-sign and manage sales documents; from NDAs and proposals to contracts. Upload your sales PDFs then add e-signing, or enjoy a 100% online workflow by starting with a 100% on-brand template library. Simple plug and play FresSales integration: 1) Docsales import your CRM opportunity data 2) We update your CRM by adding notes and links to the signed documents 3) DocSales update the deal status to WON and add the document value.

App Details

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Knowledge & Content Management

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

1- Set up your FreshSales CRM integration Use FreshSales API KEY to connect both systems. (Instructions here: https://support.freshsales.io/support/solutions/articles/220099-how-to-find-my-api-key-) Insert your account URL (your company's name). Set up if you want DocSales to give automatically the WON when the sales document is signed. Define if DocSales must update the opportunity value with the amount when the document is signed. For more information access: http://help.docsales.com/en/articles/4148021-freshsales-how-to-integrate-with-docsales

App Details

Categories
Knowledge & Content Management

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Details

Categories
Knowledge & Content Management

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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