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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
Web
Task
document collection

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

Documently favicon
Documently

Account Executive – India

Documently simplifies document collection and client onboarding with AI-powered features and secure collaboration.

salesremoteINfull-time

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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