1.0 (July 2023)
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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)
Supported for
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.
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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
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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
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
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Log in to install this app
Enter your Freshwork's product URL to proceed
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