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.
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.
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.
DocSee is available not only on the desktop systems but also can be accessed anywhere via your smartphone or a tablet from your pocket.
The product currently integrates with Stripe and PayPal. These platforms help you to collect payments instantly and securely.
The application provides a FAQ section covering answers to the common queries.
Pros and Cons of DocSee
- Pre-defined templates for invoices, quotes and proposals.
- Content saving for bills too.
- Robust tracking and analytics capabilities.
- The application further required extended support to the users.
- 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.