Sales Automation Software
It’s easy to get bogged down with paperwork when you’re dealing with contracts and invoices all day. We’re here to dig you out from beneath your sales documents with easy send options and streamlined follow-ups.
Enhance Your Team with Sales Process Automation
Collect Legally-Binding Signatures
Reduce signature turnaround times with Docubee. Digital documents from Docubee make it easy for new clients to sign contracts in seconds.
Pipeline Management from Contact to Close
Easily track the status of all in-progress contracts sent through Docubee, without having to dig for the information you need.
Speed Up The Sales Cycle by Reducing Admin Time
Automate follow-ups and reminders, and make sure sales staff have access to the right documents each time. Complete with easy document edits.
Easily Integrate with Existing Systems
Easily integrate Docubee with your favorite CRM like Salesforce for access to documents across platforms.
Create Custom Email Templates
Is your sales team tired of typing up emails over and over again? We get it. Create and automatically send custom emails as part of your document workflow.
Send and Store Sales Documents
Send contracts and other sales documents via email, link, or even SMS text. Store returned documents in Docubee for easy organization.
Easily Integrate Docubee with Salesforce
Already using Salesforce or another sales CRM? Docubee seamlessly integrates into the apps you’re already using to let the productivity flow.
“We’ve really been enjoying using Docubee – it has streamlined many of our processes and saved the entire team a lot of time and steps in getting contracts and forms signed."
Pat Sanchez, Customer Support Manager at eBridge, Inc.
Schedule, Report, and Send All In One Place
Yep, it’s that easy.
Contracts
Sending endless emails to get contracts signed? Automate the follow-ups and track document status with automated contracts from Docubee.
Proposals
Keep it professional every time. Give potential clients the right first impression of your business with digital, branded proposals.
Invoices
Get paid faster. Digital invoices make it easy for clients to immediately pay or send documentation over to accounting so that you get paid on time.
Receipts
Eliminate extra steps from your processes. Automatically send receipts for payments as part of your Docubee workflow.
Sales Automation Case Studies
eBridge, Inc., a digital document management company, needed a better way to send their contracts. Learn how we automated their contracts.
A Simple Way to Automate Business Operations
Operations management doesn’t have to include managing unorganized or time-consuming processes. Using the right automation tool can transform the way you work. Docubee makes it easy to get started with simplicity.
Quick Implementation
With Docubee, you can get started in days rather than weeks. We help your team get set-up, and make it easy to keep automating with pre-built workflows.
Support from Real Humans
If you need assistance, our team (yes, our actual team) is here to help. We don’t believe in passing you off to an automated robot. Instead, we have a number of free support options and even offer professional service hours to build workflows and train your team.
