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DocSend REVIEW

Sales Proposal Automation Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 9.5

What is DocSend?

DocSend is a powerful analytics platform that is designed to help business owners gather information and insights from documents. This analytics tool significantly improves the effectiveness and productivity of salespeople by letting them monitor, control, deliver and present sales materials that with real-time document analytics.

With DocSend, users are able to see who is viewing their documents, the length of time that it took them to view a page, as well as the recipients of their documents. The system gives users total control over their documents even after they are sent. DocSend helps marketers and salespeople dig into what their clients and partners are thinking, helping them create more effective business strategies that drive their business forward.

Overview of DocSend Benefits

DocSend delivers a powerful, comprehensive analytics tools that focuses on documents and how people interact with it. Whenever you send a sales material such as an online catalog or a sales copy of your newest product, you often wonder what actions your recipients took upon receiving your documents. Or whether they open your documents at all.

With DocSend, you get complete visibility of your documents and all the interactions your clients do upon receiving them. Critical pieces of information such as how long did they view each page before they switched or opened a new tab or did they forward it to their friends and loved ones are recorded, giving you high value insight of your customers’ behavior and helping you determine areas where you need to work on and aspects of your marketing efforts that require improvement.

DocSend provides you with tools that grant you absolute control over your documents even after you send them. You can set up control features such as passwords, download permissions, and even update your documents from time to time if there is a typo. Need to revoke access? You can do that too without any problems. You can also embed links into the documents, which is a perfect way to track different people or groups of people as well as gather data.

Overview of DocSend Features

  • Advanced Document Tracking
  • Manager Insights
  • Teamwork and Collaboration
  • Document Control
  • Remote Presentations
  • Custom Branding
  • Training and Support

DocSend Position In Our Categories

Position of DocSend in our main categories:

1

DocSend is top 1 Sales Proposal Automation Software product

1

If you are considering DocSend it may also be a good idea to analyze other subcategories of Best Sales Proposal Automation Software listed in our base of SaaS software reviews.

Organizations have diverse wants and requirements and no software platform can be just right in such a situation. It is futile to try to find an ideal out-of-the-box software system that meets all your business needs. The smart thing to do would be to adapt the solution for your unique wants, staff member skill levels, finances, and other factors. For these reasons, do not rush and subscribe to well-publicized leading systems. Though these may be widely used, they may not be the best fit for your unique requirements. Do your research, look into each short-listed application in detail, read a few DocSend reviews, call the maker for explanations, and finally select the app that offers what you require.

How Much Does DocSend Cost?

DocSend Pricing Plans:
Free trial
Free
Free
Pro
$15/user/month
Business
$45/user/month
Enterprise
By quote

DocSend offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:

Free

  • 5 Documents, 10 Visits
  • Real-time Document Tracking
  • Instant Notifications
  • Document Updating & Control
  • Gmail Integration
  • Live Present

Pro – $10/user/month (billed annually) or $15/user/month (billed monthly)

  • All Free Features
  • Unlimited Documents
  • Unlimited Visits
  • Upsell-Free Viewer
  • Referral Program
  • Email Support

Business – $30/user/month (billed annually) or $45/user/month (billed monthly)

  • All Pro Features
  • Custom Branding
  • Custom Subdomain
  • Manager Insights
  • Mail Merge Links
  • Phone Support

Enterprise – Enterprise Pricing

  • All Business features
  • Salesforce Integration
  • Screen Share
  • Conference Lines
  • Dedicated Support & Training
  • For Teams of More Than 10

User Satisfaction

We realize that when you make a decision to buy Sales Proposal Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and DocSend reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with DocSend. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

15

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

What are DocSend pricing details?

DocSend Pricing Plans:
Free trial
Free
Free
Pro
$15/user/month
Business
$45/user/month
Enterprise
By quote

DocSend offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:

Free

  • 5 Documents, 10 Visits
  • Real-time Document Tracking
  • Instant Notifications
  • Document Updating & Control
  • Gmail Integration
  • Live Present

Pro – $10/user/month (billed annually) or $15/user/month (billed monthly)

  • All Free Features
  • Unlimited Documents
  • Unlimited Visits
  • Upsell-Free Viewer
  • Referral Program
  • Email Support

Business – $30/user/month (billed annually) or $45/user/month (billed monthly)

  • All Pro Features
  • Custom Branding
  • Custom Subdomain
  • Manager Insights
  • Mail Merge Links
  • Phone Support

Enterprise – Enterprise Pricing

  • All Business features
  • Salesforce Integration
  • Screen Share
  • Conference Lines
  • Dedicated Support & Training
  • For Teams of More Than 10

What integrations are available for DocSend?

DocSend integrates with the following business systems and applications:

  • Gmail
  • Salesforce
  • Join.me
  • Pipedrive
  • Zapier
  • Flamory
  • Marketo
  • Facebook
  • Slack

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