DocSend Pricing, Features, Reviews & Comparison of Alternatives

DocSend

Document management solution for sales & marketing teams

4.63/5 (41 reviews)

DocSend overview

What is DocSend?

DocSend is a (sales and marketing) document management solution which enables sales and marketing teams to access, share, track and present content efficiently through a single, centralized platform. Features such as document control, advanced document tracking technology and team management and reporting are designed to help users manage presentations and other sales content simply and intelligently.

With a mobile-friendly viewer, DocSend gives users the flexibility to access and manage documents anywhere, anytime, via any mobile or tablet device. By storing all content in one place, DocSend allows users to find, track and update documents, as well share documents and send presentations quickly and conveniently. A centralized content library ensures user-alignment around key sales messages, campaigns, and collateral.

DocSend enables users to create customized content deal rooms complete with all relevant deal content, including case studies, product overviews and proposals. Performance tracking technology such as instant ‘read’ notifications and page-by-page analytics give users valuable insight into sales accounts, showing exactly when, where, and how sales documents are viewed. Automatic notifications alert users as soon as a prospect engages with content, thereby facilitating efficient outreach.

DocSend allows users to do presentations like sales decks and product overviews live from any device, as well as have conversations with participants in real-time. Version control, internal links and permission management tools allow users to stay in control of their content. DocSend also aims to enhance user-productivity with a number of integrations including Salesforce, Outlook, IFTTT, Gmail, and Zapier.
docsend.com

Pricing

Starting from
$15/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
DocSend screenshot: Roll out the red carpet to your viewers with branded Spaces How to Upload a Document to DocSendDocSend screenshot: Receive notifications every time someone views your documentsDocSend screenshot: Require an NDA before viewing your documents for advanced security DocSend screenshot: Compare document version stats to get the most our of your materials DocSend screenshot: Move business forward with DocSend eSignatureIntroducing Spaces from DocSend

DocSend reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.2
  4.6
  4.4
Dave Whelan

DocSend: Don’t raise funds without it!

Used daily for 6-12 months
Reviewed 2019-09-25
Review Source: Capterra

Having received numerous business plans in the past via DocSend, I was incredibly impressed and quickly decided that we had to use it to communicate with our prospective investors and partners. Getting set up with DocSend was fast and easy, and managing documents and communications has been a breeze. What really keeps me coming back is the fast pace of innovation with new features and ideas. Raising money is a top priority for many companies. DocSend is an essential tool to make fundraising a success.

Pros
Professional, flexible, scalable technology that makes every start-up look good and gives every investor a sense of confidence

Cons
Sometimes confusing to differentiate between content, spaces, etc. Sometimes confusing to figure out how to create custom links.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

DocSend, The BIG BROTHER of documents and presentations

Used weekly for 1-2 years
Reviewed 2020-02-14
Review Source: Capterra

DocSend has help us out in the sales department to: 1.- Get a much clear idea of how many people are really taking the time to see and read our documents. 2.- Realize who is really interested in the information, since it gives you a report on how many times a single user enters your document. 3.- Get an idea of what page exactly is the one that our users pay more attention to, since we can access statistics of how many minutes per page each user invest on.

Pros
1.-Easy of use for managing documents on the platform 2.-Extremely easy way to upload files to the software 3.-Weekly reports by email 4.- Really love that you could see who access your files, how many times and the time spent per page

Cons
I think personal version almost no reporting, something that could be a withdrawal since next subscription plan is 4.5x more expensive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Michael Chow

Great tool for sending documents and getting quantitative feedback

Used daily for 1-2 years
Reviewed 2019-11-08
Review Source: Capterra

Valuable tool for fundraising and sales documents

Pros
Awareness of when your audience engages with time sensitive documents (eg fundraising pitchdecks)

Cons
Generally good value - our usage ebbs and flows so wish we could price by usage if minimal activity that month

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Laura Pulgarin

Great tool to share files securely

Used weekly for 6-12 months
Reviewed 2020-02-14
Review Source: Capterra

Pros
We like the integration with gmail. It allows us to share large files easily, while keeping track of who opens it.

Cons
We feel the e-signature feature needs lots of improvement. We would love to see form completion and signature so we could have share our business agreements/contracts using this platform. Also it will be great to share videos privately and keep track of who watches de video.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 7/10

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Wayne Davis

Buyer Beware! DocSend Does Not Prevent Document Downloads

Used occasionally for free trial
Reviewed 2019-11-25
Review Source: Capterra

Pros
Pricing looked attractive. BUT it turned out this was a "you get what you pay for" situation.

Cons
DocuSend falsely claims that you can set the software to disallow downloading of documents. [SENSITIVE CONTENT HIDDEN] This is NOT true. What they don't tell you is that anyone can simply Print the document to PDF. When I challenged their customer service people on this, they claimed that they couldn't stop it, but that their software would distort the document so it is not readable. It is true that longer multi-page documents were cut off after 5+ pages, but the material that was left was only distorted by less than 10% of the content.... meaning that it is possible that a substantial leakage of your confidential info could occur. It wouldn't be so bad if they simply owned up to the lack of this feature in their software; then a buyer can decide whether the feature is necessary and the rest of the package is worth the price. But their lack of transparency on their website, coupled with their inept customer service response gave me a total lack of trust in this company.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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DocSend pricing

Starting from
$15/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

Monthly pricing:
Personal: $15 / user / month
Standard: $65 / user / month
Advanced: $250 / month (includes 3 users)
Enterprise: Contact DocSend for pricing information.

Annual pricing:
Personal: $10 / user / month
Standard: $45 / user / month
Advanced: $150 / month (includes 3 users)
Enterprise: Contact DocSend for pricing information.

DocSend features

Access Control
Automatic Notifications
Collaboration Tools
Customizable Branding
Document Management
Permission Management
SSL Security
Third Party Integration

API (265 other apps)
Activity Dashboard (149 other apps)
Activity Tracking (127 other apps)
Chat (139 other apps)
Collaborative Workspace (183 other apps)
Commenting (174 other apps)
Document Storage (183 other apps)
Drag & Drop Interface (159 other apps)
File Management (128 other apps)
Projections (126 other apps)
Search Functionality (227 other apps)
Workflow Management (120 other apps)

Videos and tutorials

Additional information for DocSend

Key features of DocSend

  • Access control
  • Account-based engagement analytics
  • Advanced document tracking
  • Collaboration tools
  • Custom branded document viewer
  • Custom branding
  • Custom reporting
  • Custom subdomain
  • Customizable content deal rooms
  • Data export
  • Document delivery
  • Document management
  • Full text search
  • Gmail integration
  • Instant notifications
  • LinkedIn integration
  • Mail merge support
  • Multiple documents sharing with a single link
  • Outlook integrations
  • Presentation management
  • Proposal management
  • Real time document tracking
  • Real time read notifications
  • Real time reporting
  • SSL security
  • Salesloft & Outreach integration
  • Security & encryption
  • Sub-team permissioning
  • Team activity reporting
  • Team management
  • Team permissioning
  • Team-wide document utilization reporting
  • Team-wide visit reporting
  • Version control
  • Viewer whitelists
  • White labeling
View All Features

Benefits

DocSend’s centralized platform enables users to search for and share up-to-date sales and marketing content quickly and easily.

Customizable link permissions enable users to control who has access to sensitive content.

Allows users to give live presentations, such as sales decks and product overviews, via any phone, laptop, desktop or tablet device.

Users can build and share deal rooms to store all deal content conveniently in one place, including case studies, product reviews and proposals.

Instant ‘read’ notifications and page-by-page analytics enable users to see when their content is opened, and where prospects spend most of their time.