DocSend Features

DocSend

Secure document sharing and tracking for professionals.

4.58/5 (50 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
Bulk Uploading
Campaign Management
Change Management
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Contact Management
Content Delivery
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Storage Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Engagement Tracking
File Recovery
File Sharing
File Upload by Email
Filtering
Full Text Search
Lead Management
Microsoft Outlook Integration
Mobile Access
Multi-Factor Authentication
Offline Access
Presentation Tools
Proposal Management
Real Time Notifications
Real Time Reporting
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
SSL Security
Search/Filter
Secure File Viewer
Single Sign On
Social Media Integration
Third Party Integrations
Version Control
Watermarking
Workflow Management
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API
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
Bulk Uploading
Campaign Management
Change Management
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Contact Management
Content Delivery
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Storage Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Engagement Tracking
File Recovery
File Sharing
File Upload by Email
Filtering
Full Text Search
Lead Management
Microsoft Outlook Integration
Mobile Access
Multi-Factor Authentication
Offline Access
Presentation Tools
Proposal Management
Real Time Notifications
Real Time Reporting
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
SSL Security
Search/Filter
Secure File Viewer
Single Sign On
Social Media Integration
Third Party Integrations
Version Control
Watermarking
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
Bulk Uploading
Campaign Management
Change Management
Collaboration Tools
Commenting/Notes
Compliance Management
Compliance Tracking
Contact Management
Content Delivery
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Data Storage Management
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Drag & Drop
Electronic Signature
Engagement Tracking
File Recovery
File Sharing
File Upload by Email
Filtering
Full Text Search
Lead Management
Microsoft Outlook Integration
Mobile Access
Multi-Factor Authentication
Offline Access
Presentation Tools
Proposal Management
Real Time Notifications
Real Time Reporting
Remote Access/Control
Reporting & Statistics
Reporting/Analytics
SSL Security
Search/Filter
Secure File Viewer
Single Sign On
Social Media Integration
Third Party Integrations
Version Control
Watermarking
Workflow Management
Visit WebsiteCompare App

DocSend Feature Reviews

25 reviewers had the following to say about DocSend's features:

Anonymous
(Leisure, Travel & Tourism company, 11-50 employees)

A great app for startup fundraising

2019-12-03

DocSend was an integral part of our fundraising process, and it will continue to be for future rounds to come.

Pros

When we fundraise, we use DocSend so that we can easily share presentations that would be impossible to control access to via standard email.

Cons

I don't have any real complaints about this application, but one thing that would be useful is an easier way to redirect an old document link to a new document - without having to send a new link.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Education Management company, 1-10 employees)

DocSend, The BIG BROTHER of documents and presentations

2020-02-14

.- 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

-Easy of use for managing documents on the platform 2.

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ing. Ind. Manuel N.

Documents shared in real time and in a secure way

2021-08-17

Pros

I can disable access to shared files at any time I want additionally I can for security perform verification by e-mail

Cons

I would like you to include the Document Tracking feature in your personal plan

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 51-200 employees)

A very good analytics tool for presentation documents

2018-02-27

Securely send files that can only be accessed with an approved email for privacy

Pros

DocSend is very easy to use; the analytics are easily understood and it supports a lot of document types.

Cons

DocSend can't get through some corporate firewalls that make clients unable to access the document/s.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 51-200 employees)

Document Tracking

2018-02-06

We can track who opened it and they should ask permission if they are not allowed.

Pros

Our firm uses this platform in tracking the documents we send out externally, so we can prevent unauthorized access.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher M.

Great Tool for Sending Proprietary Documents

2019-08-29

Pros

It gives us more control over changing versions of documents, and removing allowed viewers after a certain amount of time.

Cons

DocSend's pricing is a bit steep, and doesn't yet support non-document formats like spreadsheets.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Sarah F.

Good Product

2019-08-29

It's quite useful, and I like having the usage statistics at hand.

Pros

I like the notifications when someone views something and having all the documents I use frequently in one portal.

Cons

Nothing comes to mind; it's helpful, and I haven't heard any complaints from clients or fellow users.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Internet company, 11-50 employees)

Makes sending documents so easy!

2018-01-12

Ease of sending documents.

Pros

I love that you can upload a document, send it to any recipient, and still update that doc without having to blast everyone that has access.

Cons

Like what DocuSign does - it would be amazing to have that feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael C.

Great tool for sending documents and getting quantitative feedback

2019-11-08

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Noushad H.

These guys are unique! DocSend clearly stands out from the crowd!

2018-01-12

Pros

With an absolutely neat and uncluttered interface and a few set of simple steps, I will have full complete control of my sales docs.. all with the best customer viewing experience and user analytics!

Cons

Newly introduced 'Spaces' should require a bit mobile optimization that I am sure the guys will take care of.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Ilya S.

Great but too complicated

2019-09-25

With DocSend we can quickly and safely distribute the content, and then manage it afterwards.

Pros

For me the best thing is Gmail (Chrome) extension and possibility to safely share content with possibility to manage it afterwards.

Cons

Sometimes UX/UI looks too complicated, eg. too many unless tabs and buttons in the web version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Lizzie W.

Useful for sharing documents and keeping track of who views them

2020-06-26

It works well, just a shame not easy way of integrating data of views into other apps

Pros

- That you can see live who is viewing - The ability to see time split by page - The ability to create multiple different links for each document

Cons

- It would be great if it could integrate with CRMs to store data collected by it

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Sanjit S.

This is an essential product that works well and provides excellent tech support.

2018-01-14

It helps me track prospect content engagement.

Pros

I also like that users can download content if they want.

Cons

I wish they had a feature like Pocket so people could save content for later.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 11-50 employees)

We use docsend to send out proposals and agreements. No problems!

2018-01-09

Pros

Allows us to see when people are reading sent documents. We can tell who and when each document has been accessed.

Cons

Docs must be sent via docsend and not through our own e-mail client. Also the way docs are organized in the platform can be a bit confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gregory S.

A Good Alternative to Box, But Could Use Some Added Features

2019-08-08

In the end, we choose to go back to another service because of the link issues (mentioned above). Outside of this, we would have but up with the link limits to use the added features and benefits of the service.

Pros

The ability to track who opened your document, the ability to create "Spaces" which creates a one-page website type of area where multiple documents can be uploaded.

Cons

The URL uses a random string of numbers. When sharing links, you could easily share the wrong URL.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
GRANT C.

Keep your decks confidential-and get feedback

2019-09-08

Expiring links on decks hosted in the cloud is super helpful to control where decks go and to whom they're shared with.

Pros

Its also VERY mobile friendly so that's amazing.

Cons

I want the same features and support for video!

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim E.

Pretty software, but quite limited

2019-10-15

Trying to get prospects to review quotes. They seem more willing to do so in DS than in emails. Plus, we know it when it happens.

Pros

Overall design is easy to work with.

Cons

Very difficult to accomplish certain tasks. Can't verify info stored on a space (without re-downloading) since the preview given is nearly unreadable.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel J.

Great tool, great UX

2019-09-25

great, use it all the time, I promote it actively

Pros

control confidential information, get insights, simple and good UX

Cons

I think you guys could upgrade the logo and look of the interface, but thats not really too relevant as it is about function and function is great

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Maxime H.

Docsend is a good analytics tool for your presentation

2018-05-07

Pros

- Very user-friendly - Easy to understand analytics for our documents - Support for many document types - The tool also gives the facility of giving a live walkthrough of the documents via phone or in person.

Cons

- NO Support for pitch videos - It's little expensive - Sometime the website is very slow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from DocSend


Maxime, thanks so much for the review! We'd love to help you out with any questions around pitch videos / site performance. We'll follow up with you in just a moment.

Read more
Christian H.

Docsend: Easy, fast but should handle a large portfolio better

2020-05-19

Overall good experience!

Pros

Easy to use It's fast (upload, rendering) It's easy to learn

Cons

The software does not provide a good way to export (to excel) or sort content performance data, visitor data, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 51-200 employees)

Secure file sharing

2018-08-10

I like that you can personalise each folder and make it public or private

Pros

You can even set an expiration date and the document cannot be viewed anymore

Cons

Link creation can get tedious and has a lot of steps

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from DocSend


Thanks for the review! Out of curiosity: have you tried our Gmail or Outlook integrations? They'll save you a ton of time by integrating directly into your inbox so that you can quickly create links on-the-fly without even having to go to docsend.com.

Read more
Laura P.

Great tool to share files securely

2020-02-14

Pros

It allows us to share large files easily, while keeping track of who opens it.

Cons

We would love to see form completion and signature so we could have share our business agreements/contracts using this platform.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave W.

DocSend: Don’t raise funds without it!

2019-09-25

Getting set up with DocSend was fast and easy, and managing documents and communications has been a breeze.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wayne D.

Buyer Beware! DocSend Does Not Prevent Document Downloads

2019-11-25

Pros

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

Cons

[SENSITIVE CONTENT HIDDEN] This is NOT true.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Adrian G.

Docsend makes my life much easier in being able to track marketing & sales leads and their interest

2018-01-12

My marketing team is VERY small and budget constrained, and DocSend really helps me make the most of all my efforts .

Pros

The software is great as a marketer to know what types of content and pages are resonating or not.

Cons

There are a few features that can be iterated on for heavier users of the platform to help make mass lists or document creation faster and more streamlined.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more