Docsend Overview

DocSend is a secure document sharing platform which enables sharing, tracking and managing important documents in a secure environment. It enables Sales Enablement, Investor Relations, Board Management, and FundRaising activities and can be used by Sales Leaders, startup founders, investment bankers, and consultants.

DocSend features include secure sharing of documents by sharing through DocSend links, which eliminates sending bulky documents as attachments. It supports all file formats and provides password and email verification for controlling access to sensitive documents. Editing of documents is possible even after sharing with the corrections getting updated automatically in all shared links.

DocSend features include analytics on the documents each time it is viewed, providing pagewise analytics, popular pages and new stakeholder info. DocSend’s feature DocSend Spaces enables sharing of multiple documents within one link enabling a single point of reference. DocSend’s eSignature feature enables converting the document into a legally binding one, with provision for audit trail and signed copies sent to stakeholders.

Cuspera Reviews

37 buyers and buying teams have used Cuspera to assess how well Docsend solved their Sales Enablement needs. Cuspera uses 2835 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Docsend.

Other priorities:

  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve ROI
  • Improve Visibility
  • Launch New Products
  • Improve Internal Communications
  • Grow Market Share
  • Build Brand Awareness
  • Improve Efficiency
  • Improve Brand Engagement
  • Improve Stakeholder Relations
See all business priorities See less business priorities

Use Cases

Peers recommend Sales Document Management , Content Management , Engagement Management , as the business use cases that they have been most satisfied while using Docsend.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Sales Document Management

4.90/5

Read Reviews (297)

"...It s extremely helpful to know that clients are looking at a proposal for a second or third time right before a call...."
document sharing

4.94/5

Read Reviews (166)

"...You can share your files and it works pretty much like sharing a document on Dropbox...."
digital signature

4.89/5

Read Reviews (68)

"...In addition, electronic signatures are practical in the exemptions that we also send or it is super simple for someone to sign a document...."
proposal & quote management

4.90/5

Read Reviews (37)

"...DocSend s ability to update documents, while keeping the links constant, helps me keep my presentations and proposals up-to-date without ever needing to re-send them...."
contract management

4.37/5

Read Reviews (23)

"...DocSend lets you instantly upload and request partners to sign NDA contracts...."
Content Management

4.95/5

Read Reviews (262)

"...DocSend is used primarily by the sales and business development team to track content and engagement with our sales leads...."
content sharing

4.96/5

Read Reviews (213)

"...Best content sharing tool I've used when it comes to the analytics they give you...."
content tracking

4.78/5

Read Reviews (11)

"...DocSend really helps me and my team easily tracking document or content that been opened, the physical location of the document opened, and even the identity of the user that has viewing the document...."
content curation

4.66/5

Read Reviews (7)

"...Recommend this tool for creating and managing content, presenting documents in such a convenient way...."
content publishing

4.55/5

Read Reviews (5)

"...I like that it's easy to upload content and that the spaces are customize-able...."
searching for content

3.46/5

Read Reviews (5)

"...We needed a centralized place for all of our content and a traceable way to see what content is performing vs. not...."
Engagement Management

4.94/5

Read Reviews (160)

"...Automatic notifications alert users as soon as a prospect engages with content, thereby facilitating efficient outreach...."
engaging and following up

4.94/5

Read Reviews (136)

"...Freeing up my time, and allowing me an easy way to see customer engagement in one convenient location...."
engaging with scheduling & cadence

4.46/5

Read Reviews (4)

"DocSend is a GodSend when it comes to fundraising. You can send trackable versions of pitch decks, see which firms are engaging & sharing, and know exactly who is truly interested. If you're a founder and looking to fundraise, you'd be crazy not to use DocSend."
PEER EXPERIENCES
Sales Document Management

4.90/5

Read Reviews (297)

"...It s extremely helpful to know that clients are looking at a proposal for a second or third time right before a call...." Peer review by Linda Dowdall, Sales Enablement Marketing Manager, Ascend Learning
document sharing

4.90/5

Read Reviews (166)

digital signature

4.90/5

Read Reviews (68)

proposal & quote management

4.90/5

Read Reviews (37)

contract management

4.90/5

Read Reviews (23)

Content Management

4.95/5

Read Reviews (262)

"...DocSend is used primarily by the sales and business development team to track content and engagement with our sales leads...." Peer review by Joseph Krammer, Account Executive, Looker
content sharing

4.95/5

Read Reviews (213)

content tracking

4.95/5

Read Reviews (11)

content curation

4.95/5

Read Reviews (7)

content publishing

4.95/5

Read Reviews (5)

searching for content

4.95/5

Read Reviews (5)

Engagement Management

4.94/5

Read Reviews (160)

"...Automatic notifications alert users as soon as a prospect engages with content, thereby facilitating efficient outreach...." Peer review
engaging and following up

4.94/5

Read Reviews (136)

engaging with scheduling & cadence

4.94/5

Read Reviews (4)

40+ more Business Use Cases

Our AI advisor, Wyz, harnessed 2835 insights from peers and experts to help you assess how these Docsend use cases fit your Sales Enablement needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Mike Dinsdale

CFO

Gusto

We've been using DocSend for several different use cases, from board meetings to investor relations and due diligence. We've even raised capital through DocSend, essentially, using it, as a data room. - It, is an efficient way to organize and share content with control. Testimonial By Mike Dinsdale

Mark Evans

National Sales

Amercian Public Media

DocSend's elegance and simplicity helps separate us from the crowd. Testimonial By Mark Evans

Sahil Mansuri

CEO and Co-founder

Bravado

DocSend is a GodSend when it comes to fundraising. You can send trackable versions of pitch decks, see which firms are engaging & sharing, and know exactly who is truly interested. If you're a founder and looking to fundraise, you'd be crazy not to use DocSend. Testimonial By Sahil Mansuri
CUSTOMERS TESTIMONIALS

Mike Dinsdale

CFO

Gusto

We've been using DocSend for several different use cases, from board meetings to investor relations and due diligence. We've even raised capital through DocSend, essentially, using it, as a data room. - It, is an efficient way to organize and share content with control. Testimonial By Mike Dinsdale

Mark Evans

National Sales

Amercian Public Media

DocSend's elegance and simplicity helps separate us from the crowd. Testimonial By Mark Evans

Sahil Mansuri

CEO and Co-founder

Bravado

DocSend is a GodSend when it comes to fundraising. You can send trackable versions of pitch decks, see which firms are engaging & sharing, and know exactly who is truly interested. If you're a founder and looking to fundraise, you'd be crazy not to use DocSend. Testimonial By Sahil Mansuri

Popular Business Setting

for Docsend

Top Industries

  • Computer Software
  • Internet
  • Information Technology and Services

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Docsend to Acquire customers and Enhance customer relationships

Peer and Expert Opinion on Features

for Docsend

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.50/5

Read Reviews (71)
Alerts: popups & Notifications

4.64/5

Read Reviews (61)
White label

4.80/5

Read Reviews (21)
Templates

4.64/5

Read Reviews (10)
Widgets

3.04/5

Read Reviews (10)
FEATURES RATINGS AND REVIEWS
Personalization

4.50/5

Read Reviews (71)
Alerts: popups & Notifications

4.64/5

Read Reviews (61)
White label

4.80/5

Read Reviews (21)
Templates

4.64/5

Read Reviews (10)
Widgets

3.04/5

Read Reviews (10)

IT and Other Capabilities

for Docsend

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.41/5

Read Reviews (274)
Data Export

4.11/5

Read Reviews (220)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.41/5

Read Reviews (274)
Data Export

4.11/5

Read Reviews (220)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.23/5

Read Reviews (84)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.23/5

Read Reviews (84)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.79/5

Read Reviews (324)
Custom Reports

4.70/5

Read Reviews (356)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.79/5

Read Reviews (324)
Custom Reports

4.70/5

Read Reviews (356)

Software Failure Risk Guidance

?

for Docsend

Overall Risk Meter

Low Medium High

Top Failure Risks for Docsend

Vendor Profile Details

Company Name

Docsend

Company Website

https://www.docsend.com/

Year Founded

2013

HQ Location

351 California Street, Suite 1200, San Francisco, CA 94104

Employees

11-50

Social

Financials

Private