You close the deals. We put them on autopilot.
DocSales is a sales-document and closing-workflow product. It positions itself around CRM-driven proposal and contract generation, e-signature, follow-up and task automation, and handoff to billing or ERP systems.
| Plan | Price | Included | Notable |
|---|---|---|---|
| DocSales eSign | Price not shown on checked pricing page | Up to 3,000 PDF documents/year | Unlimited users, Unlimited signatures per document, eSign & Pay powered by Stripe |
| DocSales DocGen | Price not shown on checked pricing page | For teams up to 10 sales reps | CRM opportunity-data document generation, Unlimited proposal and contract templates, One-to-one onboarding calls |
| DocSales Zero Click | Talk to Sales | For teams up to 15 sales reps | Automated CRM workflow, Document generation and sending from an opportunity-stage change, Tailored onboarding project |
Checked 2026-08-06 against their pricing page. Vendors change pricing without notice.
DocSales is a closing-operations platform that sits between an opportunity in a CRM and the downstream proposal, contract, signature, payment, task, and billing steps. Its Zero Click product is positioned as a CRM-triggered workflow rather than a separate document app salespeople must open.
Sales teams using a supported CRM that want to standardise proposals, contracts, signatures, and sales-to-finance handoffs around opportunity-stage changes.
It is also a weak fit for a buyer who needs transparent budget approval before a sales call - the checked pricing page lists products and trials but no public price figures.
The vendor says it automates proposal and contract preparation, e-signing, CRM task creation, email follow-ups, and registering a new client in a billing system. Its broader positioning is a CRM-to-ERP sales workflow.
The DocGen pricing section names Salesforce, Pipedrive, HubSpot, Close, SharpSpring, and FreshSales. The help centre also includes an RD Station CRM integration article.
DocSales describes Zero Click as generating proposals and contracts through a CRM without leaving the CRM. Its workflow can create/send a document when an opportunity reaches a stage, then move the opportunity when the document is opened or signed.
Yes. The public materials describe unlimited DocSales eSign on the relevant products and an eSign & Pay option powered by Stripe. Zero Click can alternatively use a DocuSign account.
The Zero Click page says sales documents such as proposals, contracts, agreements, SOWs, and sales orders can be configured in Google Docs or Google Presentations, then filled from CRM data.
The pricing page lists a seven-day no-card trial for eSign and a 30-day no-card trial for DocGen. Zero Click is presented as a talk-to-sales product.
We retrieved the pricing page, but its text did not show dollar figures for eSign or DocGen. It does state annual billing gets a 16.6% discount and labels Zero Click as talk-to-sales, so current pricing needs to be confirmed directly with DocSales.
Other products that solve a similar job or fit the same part of the GTM stack.
This page tells you whether DocSales fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.
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