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.
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 ★ |
"...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 |
4.94/5 ★ |
"...You can share your files and it works pretty much like sharing a document on Dropbox...." Peer review by Jay-ar A., Management Consulting |
| digital signature |
4.89/5 ★ |
"...In addition, electronic signatures are practical in the exemptions that we also send or it is super simple for someone to sign a document...." Peer review by gabriel f, is an excellent application to store and store files in a practical and useful way |
| proposal & quote management |
4.90/5 ★ |
"...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...." Peer review by Jim Jewitt, President, MetOx |
| contract management |
4.37/5 ★ |
"...DocSend lets you instantly upload and request partners to sign NDA contracts...." Send and sign NDA documents with just one click |
| Content Management |
4.95/5 ★ |
"...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 |
4.96/5 ★ |
"...Best content sharing tool I've used when it comes to the analytics they give you...." Peer review by Johan A., Publishing |
| content tracking |
4.78/5 ★ |
"...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...." Peer review by Syafikah Z, Customer Service Executive, Telecommunications |
| content curation |
4.66/5 ★ |
"...Recommend this tool for creating and managing content, presenting documents in such a convenient way...." Peer review by Aarsh y, Project Manager, Computer Software |
| content publishing |
4.55/5 ★ |
"...I like that it's easy to upload content and that the spaces are customize-able...." Peer review by User |
| searching for content |
3.46/5 ★ |
"...We needed a centralized place for all of our content and a traceable way to see what content is performing vs. not...." Peer review by Josh F, Senior Business Development Representative, Computer Software |
| Engagement Management |
4.94/5 ★ |
"...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 ★ |
"...Freeing up my time, and allowing me an easy way to see customer engagement in one convenient location...." Peer review by User |
| engaging with scheduling & cadence |
4.46/5 ★ |
"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." https://www.docsend.com/ |
| PEER EXPERIENCES | |
|---|---|
| Sales Document Management |
4.90/5 ★ |
"...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 ★ |
| digital signature |
4.90/5 ★ |
| proposal & quote management |
4.90/5 ★ |
| contract management |
4.90/5 ★ |
| Content Management |
4.95/5 ★ |
"...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 ★ |
| content tracking |
4.95/5 ★ |
| content curation |
4.95/5 ★ |
| content publishing |
4.95/5 ★ |
| searching for content |
4.95/5 ★ |
| Engagement Management |
4.94/5 ★ |
"...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 ★ |
| engaging with scheduling & cadence |
4.94/5 ★ |
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 |
|---|---|
|
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 |
|
DocSend's elegance and simplicity helps separate us from the crowd. Testimonial By Mark Evans |
|
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
Docsend Alternatives
Peer and Expert Opinion on Features
for Docsend
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (71) |
| Alerts: popups & Notifications | Read Reviews (61) |
| White label | Read Reviews (21) |
| Templates | Read Reviews (10) |
| Widgets | Read Reviews (10) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (71) |
| Alerts: popups & Notifications | Read Reviews (61) |
| White label | Read Reviews (21) |
| Templates | Read Reviews (10) |
| Widgets | Read Reviews (10) |
IT and Other Capabilities
for Docsend
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (274) |
| Data Export | Read Reviews (220) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (274) |
| Data Export | Read Reviews (220) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (84) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (84) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (324) |
| Custom Reports | Read Reviews (356) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (324) |
| Custom Reports | Read Reviews (356) |
Software Failure Risk Guidance
?for Docsend
Overall Risk Meter
Top Failure Risks for Docsend
Vendor Profile Details
HQ Location
351 California Street, Suite 1200, San Francisco, CA 94104
Employees
11-50
Social
Financials
Private
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