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DocSend Review

DocSend
Our score: 9.5 User satisfaction: 100%

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

Because companies have their own business-related wants, it is only prudent that they steer clear of getting a one-size-fits-all, ideal business program. Be that as it may, it would be hard to try to chance on such application even among sought-after software systems. The logical thing to undertake can be to note down the varied essential functions that need analysis including major features, plans, skill capability of staff, organizational size, etc. After which, you must do your product research exhaustively. Browse over some DocSend analyses and explore each of the software solutions in your shortlist in detail. Such well-rounded product investigation ascertains you avoid ill-fitting applications and buy the one which includes all the function you require business requires.

Position of DocSend in our main categories:

TOP 1

DocSend is top 1 Sales Proposal Automation Software product

If you are interested in DocSend it could also be sensible to investigate other subcategories of Sales Proposal Automation Software collected in our base of B2B software reviews.

There are well-liked and widely used applications in each software category. But are they necessarily the best fit for your company’s special needs? A market-leading software solution may have thousands of subscribers, but does it present what you require? For this reason, do not blindly spend on popular systems. Read at least a few DocSend Sales Proposal Automation Software reviews and consider the elements that you want in the software such as the price, main tools, available integrations etc. Then, shortlist a few apps that fit your needs. Check out the free trials of these apps, read online reviews, get explanations from the maker, and do your research meticulously. This exhaustive homework is certain to assist you find the most excellent software application for your firm’s special wants.

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

Positive Social Media Mentions 15
Negative Social Media Mentions 0

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.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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DocSend Comparisons

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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Reviewed By Nestor Gilbert
Page last modified
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