
Documently

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About
Documently is a document collection software designed to streamline client onboarding. It offers features such as customizable document sets, secure file organization, automated alerts and reminders, and e-signature capabilities. The platform integrates with Google Drive and allows for collaboration among teams. It uses AI to improve the document collection process and is offered with various pricing plans, including a free version.
Platform
Features
• templates
• collaboration
• secure platform
• file organization
• document collection
• alerts and reminders
• onboarding
• e-signature
Pricing Plans
Basic
Free Plan• One Document set
• Unlimited Transactions
• Unlimited Collaboration
• Unlimited Notification
• Snippet for Website
• 1 GB storage
• Google Drive Connection
Professional
$9.90 / monthly• Up to 5 Sets per user
• Unlimited Transactions
• Unlimited Collaboration
• Unlimited Notification
• Branding
• Snippet for Website
• 10 GB storage
• Google Drive Connection
• Workflow
• E-Signature
Teams
$14.90 / monthly• Up to 20 Sets per user
• Unlimited Transactions
• Unlimited Collaboration
• Unlimited Notification
• Branding
• Snippet for Website
• 20 GB storage
• Google Drive Connection
• E-Signature
• Payment Integration
Job Opportunities
Account Executive – India
Documently simplifies document collection and client onboarding with AI-powered features and secure collaboration.
Experience Requirements:
Prior SaaS Sales experience
Customer management experience
Expert in best practices in Sales, Marketing and Channel Partnership
Ability to partner and align with stakeholders across the business such as Marketing, Sales, Support, and Customer Success
Responsibilities:
Execute annual sales goals and meet targets for new client acquisition and account growth in the SaaS market.
Team with Technical Advisors to effectively present a value proposition to capitalize on new business opportunities.
Team with Leadership team to identify opportunities for increased ROI within your account base.
Provide quarterly, semi-annual, and annual forecasts within an acceptable accuracy rate.
Deliver client feedback to marketing and development teams to build more effective products and services.
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