Sales Automation Software

It’s easy to get bogged down with paperwork when you’re dealing with contracts and invoices all day. We’re here to dig you out from beneath your sales documents with easy send options and streamlined follow-ups.

Enhance Your Team with Sales Process Automation

Collect Legally-Binding Signatures

Reduce signature turnaround times with OnTask. Digital documents from OnTask make it easy for new clients to sign contracts in seconds.

Pipeline Management from Contact to Close

Easily track the status of all in-progress contracts sent through OnTask, without having to dig for the information you need.

Speed Up The Sales Cycle by Reducing Admin Time

Automate follow-ups and reminders, and make sure sales staff have access to the right documents each time. Complete with easy document edits.

Easily Integrate with Existing Systems

Easily integrate OnTask with your favorite CRM like Salesforce for access to documents across platforms.

Create Custom Email Templates

Is your sales team tired of typing up emails over and over again? We get it. Create and automatically send custom emails as part of your document workflow.

Send and Store Sales Documents

Send contracts and other sales documents via email, link, or even SMS text. Store returned documents in OnTask for easy organization.

Easily Integrate OnTask with Salesforce

Already using Salesforce or another sales CRM? OnTask seamlessly integrates into the apps you’re already using to let the productivity flow.

“We’ve really been enjoying using OnTask – it has streamlined many of our processes and saved the entire team a lot of time and steps in getting contracts and forms signed.”

Pat Sanchez, Customer Support Manager at eBridge, Inc.

Schedule, Report, and Send All In One Place

Yep, it’s that easy.

Contracts

Sending endless emails to get contracts signed? Automate the follow-ups and track document status with automated contracts from OnTask.

Proposals

Keep it professional every time. Give potential clients the right first impression of your business with digital, branded proposals.

Invoices

Get paid faster. Digital invoices make it easy for clients to immediately pay or send documentation over to accounting so that you get paid on time.

Receipts

Eliminate extra steps from your processes. Automatically send receipts for payments as part of your OnTask workflow.

Sales Automation Case Studies

eBridge, Inc., a digital document management company, needed a better way to send their contracts. Learn how we automated their contracts.

Secure Sales Contracts Every Time

We adhere to the highest security standards to make sales process automation simple for you. View security info to learn how we keep your documents secure.

A Simple Way to Automate Sales Operations

Implementing new sales automation technologies at your workplace shouldn’t create more problems for you. That’s why you need the right partner to help you do it. OnTask provides a simple, quick way to automate sales processes.

Quick Implementation

With OnTask, you can get started in days rather than weeks. We help your team get set-up, and make it easy to keep automating with pre-built workflows.

Support from Real Humans

If you need assistance, our team (yes, our actual team) is here to help. We don’t believe in passing you off to an automated robot. Instead, we have a number of free support options and even offer professional service hours to build workflows and train your team.

Featured Template