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docassemble VS Salesbolt

Compare docassemble VS Salesbolt and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

docassemble logo docassemble

docassemble is a free, open-source expert system for guided interviews and document assembly.

Salesbolt logo Salesbolt

Your customers will change jobs every 36 months on average. Customer job changes present a hidden churn risk, turn this risk into an opportunity with Salesbolt's Contact Tracking AI.
  • docassemble Landing page
    Landing page //
    2019-07-13
  • Salesbolt Landing page
    Landing page //
    2020-12-12

Salesbolt Contact Tracking helps your company increase revenue and reach sales targets by improving every step of the sales process, from sourcing new accounts to reducing churn in existing customers.

Customer Job Role & Company Change data can help your Revenue Team identify new opportunities and improve retention rates.

Sales Teams: Get alerted whenever an existing customer contact changes role or company to open opportunities with new target accounts.

Marketing Teams: Can run targeted account-based strategies focused towards newly identified companies with historical customer contacts.

Customer Success Teams: Can prevent potential churn through notifications whenever a contact role leaves an existing customer account.

Salesbolt's Chrome Extension enables you to get deeper insights by surfacing a direct window into your Salesforce CRM from LinkedIn. The SalesBolt sidebar enables you to cross-reference, update/edit and add new records to Salesforce without leaving the page you're on.

docassemble

Website
docassemble.org
Pricing URL
-
$ Details
Platforms
-
Release Date
-
Edit details

Salesbolt

Website
salesbolt.com
Pricing URL
Official Salesbolt Pricing
$ Details
freemium $0.05 (Per Salesbolt Credit)
Platforms
Browser Chrome OS Google Chrome
Release Date
2020 January
Edit details

docassemble videos

+ Add

Webinar: docassemble

More videos:

  • Tutorial - How to install Docassemble on Amazon Web Services
  • Review - Docassemble

Salesbolt videos

+ Add

Salesbolt for Salesforce (TargetRecruit)

Category Popularity

0-100% (relative to docassemble and Salesbolt)

docassemble

Salesbolt

Document Automation
100 100%
Document Automation
0% 0
CRM
0 0%
CRM
100% 100
Document Management
100 100%
Document Management
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using docassemble and Salesbolt. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare docassemble and Salesbolt

docassemble Reviews

We have no reviews of docassemble yet.
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Salesbolt Reviews

  1. Worth every cent.

    I use SalesHud every day and it’s saving me countless hours in data entry creating leads from LinkedIn.

    The free tier is pretty decent, but for $30 a month it’s honestly a no brainier!

    🏁 Competitors: Ebsta

Social recommendations and mentions

Based on our record, docassemble seems to be more popular. It has been mentiond 15 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

docassemble mentions (15)

  • Ask HN: Best "entry tech" jobs to learn coding?
    Check out https://docassemble.org/ I don't know if it's popular enough to be used on your side of the pond, but it's a tool used by lawyers that's scriptable and extensible with code. - Source: Hacker News / 4 months ago
  • Document automation?
    There are many products like this for law firms but only a few that can be self-hosted. See, for example: https://docassemble.org/ or https://opensource.legal/projects/Gremlin. Source: about 1 year ago
  • I built a generator for self-hosted contracts that can receive signatures. The generator can also be self-hosted (HelloSign alternative)
    Nice one. I think with DocAssemble you could achieve something similar https://docassemble.org. Source: over 1 year ago
  • Anything self hosted like paperless.io?
    One thing I used in passed: build a new pdf form and fill it out with https://docassemble.org/. Source: over 1 year ago
  • Self hosted consent forms/signature + other software - need recommendations
    Probably you can lookup https://docassemble.org/ for the signature part. You can use python to integrate it into other inventory / booking tools. Source: over 1 year ago
View more

Salesbolt mentions (0)

We have not tracked any mentions of Salesbolt yet. Tracking of Salesbolt recommendations started around Mar 2021.

What are some alternatives?

When comparing docassemble and Salesbolt, you can also consider the following products

HotDocs - Template-driven, automated document & form assembly software

Salesflare - Simply powerful CRM. Automates your data to build better relationships and make more sales.

Woodpecker - Legal document automation for solo & small firms. Simple to use, works in Word, connects to everything.

17hats - The all-in-one business system for entrepreneurs.

XpressDox - XpressDox Desktop for Microsoft® Office Word is an affordable document assembly system.

LinkPoint Connect - LinkPoint Connect: Desktop Edition for Salesforce links the work you do in your email to the records you need to update in the CRM.

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