Who Uses This Software?

Sales, marketing, business development, finance, fundraising, and recruiting.


Average Ratings

20 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • DocSend
  • docsend.com
  • Founded 2013
  • United States

About DocSend

DocSend is a document management solution that helps sales and marketing teams be more efficient. Get real-time insight into how prospects engage with sales material so you can have the right conversation, with the right person, at the right time. Control access or update your documents, even after you've sent them. Present live, with perfect quality, from any device plugin free. All this translates into closing more deals, faster.


DocSend Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Compliance Management
  • Contact Management
  • Investor Accounting
  • Investor Reporting
  • P&L Calculation
  • Partnership Accounting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

DocSend Reviews Recently Reviewed!


DocSend: The best way to share your files, and have 100% security!

Aug 02, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: DocSend is a great tool that we use in our office to share presentation materials and candidate resumes for clients. I like the feature where you can password protect it and you can set an expiration so that the file or link cannot be access by the one you are sharing it with if it is beyond the specified expiration date. The good thing about the expiration setting is that once the client or the other person access the link again, it will provide a message that the file has already been expired and the client or the individual needs to contact us again so that they can get or so that we can reactivate the file for them - easy way for us to know that our client needs to use our service again.

Cons: I don't have any bad issues with DocSend, but maybe I hope they can resolve minor crashes, and the time it consumes to upload a file. The link is also short, but I hope there is no DocSend word in the URL because it is consuming that I need to use bitly or google url shortener still to remove the DocSend word in the URL that I will be sharing to our client.

Overall: DocSend is a great tool for your company to protect the files you are sharing with your clients, and individuals who are not a part of your firm. Try it! It is worth the cost!

Best way to track docs that are being sent

Nov 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Love the ease of use and how in depth info they give you. I am able to track everything from who is opening my document, when they are opening it, what kind of device and where they are. I have been using docsend since it beginning stages and it has came such a far way and is huge now.. We use it to do e-signatures on waivers we send out as well and the open and click rate is through the roof wether you use it or not it is super simple for someone to sign a doc.

Cons: They have had a few bugs here and there which is lost me some time in work but as they grew and got stronger the service downtime has been minimal

Capterra loader

Docsend is a good analytics tool for your presentation

May 07, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Vendor Response

by DocSend on June 25, 2018

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.

Capterra loader

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

Jan 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I really like the analytics it offers that shows engagement of the user. I also like that users can download content if they want. And finally, I love the way content looks on mobile.

Cons: I wish they had a feature like Pocket so people could save content for later. Also, I would love users to be able to listen to content rather than just read it.

Overall: It helps me track prospect content engagement.

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

Jan 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The customer service and attention to detail with clients is incredible. They respond very quickly to all types of questions and follow up to make sure that everything is going smoothly or has been resolved.

The software is great as a marketer to know what types of content and pages are resonating or not. I'm not flying blind in what is REALLY working 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.

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

Makes sending documents so easy!

Jan 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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: I wish you could send electronic agreements via DocSend. Like what DocuSign does - it would be amazing to have that feature.

Overall: Ease of sending documents.

Secure file sharing

Aug 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: You can save and share your documents safely. 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

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

Vendor Response

by DocSend on August 10, 2018

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.

DocSend has an easy interface, and is a very user friendly tool. However, it lacks functionality.

Jan 10, 2018
4/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Pros: User friendliness and absolutely great customer service. Overall a transparent and simple tool with a lot of helpful options.

Cons: The value of the service is far low from the exorbitant amount of money required for the subscription.

In addition, the limitations seriously impede any serious transfers to be done. For instance, word files must not contain more than 100 pages. This is a big limitation for an organisation such as ours where we specifically work with large files and we want to send them encrypted.

Also there is no voice or video conferencing options with the secure presentation.

In a period when dozens of free encrypted file transfer services offer similar options sometimes for free, DocSend needs to really up their game and look at the market they compete with, work on the limitations of the tool, and think about the prices especially for users that end up paying 30 dollars a month for one file transfer.

Overall: I cannot say we had any unfortunately. This is due to limitations of the product.

A very good analytics tool for presentation documents

Feb 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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

Document Tracking

Feb 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's free and easy to use. Our firm uses this platform in tracking the documents we send out externally, so we can prevent unauthorized access. We can also set an expiration date so it can only be available during the time being.

Overall: We are sending our documents externally, and sometimes they share it with others. We would like to prevent the spread of these files to different people. We can track who opened it and they should ask permission if they are not allowed.

Capterra loader

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

Jan 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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: Literarily nothing! Newly introduced 'Spaces' should require a bit mobile optimization that I am sure the guys will take care of.

Simple yet powerful tool for marketing content management and monitoring

Jan 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like that it integrates very well into MS Outlook via an Add-in, making it very easy to incorporate your trackable content into your email. There is no need to send a heavy attachment and weigh your email down. Very quick and easy boarding, and the learning curve is short. Customer support is responsive and really interested in helping you.

Cons: The Add-in is not updated often enough, and MS's frequent updates sometimes disable the add-in, making it tedious to frequently have to manage it and add it back on

Docsend is an incredibly useful tool for tracking who is viewing the work we produce

Jan 10, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ability to see how long people spend viewing our work and which of our presentations grab them - this is an incredibly useful tool.

Cons: Some (a small number) of organisations are unable to access the links due to corporate firewalls and the format isn't effective for viewing some presentations e.g. those in Excel

I have used DocSend for numerous different fundraising campaigns. Love it!

Jan 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is very easy to use, easy to create unique links for each new contact / viewer, and track how viewer is interactive with each document.

Cons: It is a bit more difficult to to splice and parse each viewers information than I think it should be, but overall I love the platform.

Overall: easy of use and a lot of information

excellent project management tool

Jan 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: East way to organize presentations and share with a team! Best software for small edits and file files.

A great tool to easily send what would be attachments as presenations

Apr 24, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like how you can take a multitude of documents, links, and graphics and put it into one cohesive space to email and easily present. I also like that the dev team is always implementing new features from customer feedback.

Cons: I don't like how people on our team can see across the whole team at other users' accounts. This makes it sort of clunky.

Vendor Response

by DocSend on April 26, 2018

Thanks for the feedback! If ever you want to separate out content by team to better control who can see what, our sub teams feature is a great option. Happy to fill you in more if you'd like - just ping us at support@docsend.com.

Love Docsend for sending confidential pitches

Jun 09, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Docsend answers a problem that most startups have who are out there raising money and trying to sign up strategic partners.. Who has actually seen my pitch deck and how long have they spent on it.

Docsend delivers strategic insights on reader engagement with your presenation , which is critical in followup meetings.

Cons: Its a great product.. however the price of the product could be a bit lower. and the trials could really be unlimited visits and unlimited features..

Capterra loader

DocSend is the type of product I didn't know I needed until I used it. Now I can't work without it.

Jan 15, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is extremely easy to use, and the insights I gain from the stats on visitor completion have made me a much better visual communicator. I no longer think of my pitches as "complete," but rather an ever-evolving process. The way it is truly cross-platform (mobile, tablets, desktop) is impressive.

Overall: Great insights into creating decks that people went through to completion.

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

Jan 09, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Allows us to see when people are reading sent documents. We can tell who and when each document has been accessed. The ability to password lock our documents is also very helpful.

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.

Docsend is great

Jan 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy to upload docs. Easy to send docs and track who has opened them. Easy to create unique links per deck for each client.

Cons: Interface is a little old school and hard to navigate. Hard to organize all the decks and make sure the right link goes to the right person.