To take full advantage of DocSales' features, you can connect your CRM. Save time and eliminate data entry mistakes!

Integrate in minutes your CRM with DocSales:

  1. When generating a new sales document you choose the corresponding CRM opportunity.

  2. DocSales imports the CRM data (Customer data, contacts and customized fields - according to the resources offered by your CRM)

  3. Once a sales document is linked to an opportunity, everything that happens in DocSales is automatically updated in your CRM by notes.

  4. When the document is SIGNED, optionally DocSales can update the opportunity status to WON and change its value with the amount when the document is signed. Here is how you can set it up:

Access the Settings menu -> Integrations

Currently, DocSales is integrated with the following solutions (click on the tool name to view the respective integration guide):

1 - Pipedrive

2- FreshSales

3- Close

4- SharpSpring

For additional information from our support team, please click the Help button or email us ([email protected]).

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