Marketing and Sales Tools Product Review- DocSee - ToOLOwl
Tuesday , November 20 2018

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Marketing and Sales Tools Product Review- DocSee

Marketing-And-Sales-Tools-Product-Review- DocSeeYou can see Top 10 Marketing and Sales Tools for Small and Medium Businesses and Top 3 Marketing and sales Tools for Small and Medium Businesses to look into details.

DocSee is a product that is designed keeping in mind the future of documentation. The highly sophisticated tool lets you create documents that your business requires every day. With DocSee, you can create quotes, invoices as well as proposals in no time. The tool not only helps you create documents, but it also helps you track your activities and send reminders to your clients.

Editions and Pricing

DocSee is available for a 14-day free trial period. The other pricing plans are:

Starter $20 per month
Team $45 per month
Business $60 per month
Business $99 per month

Capabilities and Supporting Set of Features

The Create Button
The create button is all that does the magic with the tool. Get started as soon as you create an account with DocSee. The “create new” button is present on the top right corner of the dashboard. Create a quote, proposal or an invoice by clicking on this button and filling in the necessary entries.

 

Automated Reminders
To keep things on the right track, the tool has powerful and automatic reminders. In a case when your client has not viewed your proposal, DocSee can send a reminder message to them after the specified amount of days. This reminder is sent as a personal email, and you can gently remind them to decide so that you can close the deal faster.

Analytics and Tracking
This is probably the most important and critical feature a marketing and sales product needs to have. This feature helps you to keep track of the documents that lie in your sales cycle. This feature also lets you know when your documents are viewed, who viewed them, what are the changes made in your contracts, and much more.

Templates help to make things faster
DocSee has its own set of templates that can be used by its customers. Not only this, the application allows you to create and save templates of your own.

Even you can create your pricing tables and reuse them as and when required.

Robust Design Capabilities
The tool not merely a word processing software, it also is empowered with content object and design objects as well. The drag and drop options lets you add text, images, pricing tables, signatures, cover pages, and much more. You can also embed and include videos from YouTube to make it an engaging and personalized content.

Mobile Accessibility

DocSee is available not only on the desktop systems but also can be accessed anywhere via your smartphone or a tablet from your pocket.

Integration

The product currently integrates with Stripe and PayPal. These platforms help you to collect payments instantly and securely.

Support

The application provides a FAQ section covering answers to the common queries.

Pros and Cons of DocSee

Pros

  • Pre-defined templates for invoices, quotes and proposals.
  • Content saving for bills too.
  • Robust tracking and analytics capabilities.

Cons

  • The application further required extended support to the users.

Differentiator

  • Create, track, and analyze your quotes at a single place.
  • Reminders and notification keep you on the track.

For more details, please visit DocSee website.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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