Average Ratings 0 Ratings
Average Ratings 3 Ratings
Description
Understand the fate of your sales collateral once you click send. Effectively manage how your materials are utilized, monitor how potential clients interact with them, and identify which assets contribute to closing deals successfully. Gain insights into who accesses your documents, which sections capture their attention, and to whom they share the files, providing you a clear indication of their level of interest. Optimize your efforts by concentrating on those prospects who actively engage with your content while gently encouraging those who are less responsive. Recognize the best moments to reach out and the topics to discuss, empowering you to make informed decisions that drive your negotiations forward. Made a mistake by sending the incorrect file? No need to panic; you can easily modify or replace it even after dispatching. Utilize features such as password protection, expiry dates, or access revocation to ensure your documents remain secure and are not misused. Attach offers valuable insights into your customers' interactions with your materials, helping you to effectively time and customize your follow-up for the greatest effect. Additionally, foster alignment between your sales and marketing teams through a centralized library of authorized content, ensuring everyone has access to the right resources for success. This comprehensive approach not only enhances collaboration but also streamlines the process of engaging potential clients.
Description
DocSend from Dropbox is a secure document sharing platform built for teams that need to control access, track engagement, and manage sensitive business documents throughout the dealmaking process. It helps companies share pitch decks, investor updates, board materials, due diligence documents, acquisition files, sales content, client materials, and other confidential assets. With DocSend, users can upload documents, create virtual data rooms, set permissions, require non-disclosure agreements, and update files after they have already been shared. Links can be shared without requiring viewers to log in, making the experience simple while still giving document owners control over access. The platform’s analytics show who viewed a document, when they opened it, and which pages or sections received the most attention. DocSend supports fundraising by helping founders keep decks current and understand investor interest throughout outreach. It also supports mergers and acquisitions, investment management, professional services, technology sales, media sales, nonprofit work, board communications, and investor relations. Features such as secure sharing, document analytics, video analytics, dynamic watermarking, data rooms, eSignature, and built-in NDA workflows help teams protect and manage critical information. DocSend is built for organizations that want a more secure, measurable, and professional way to share documents and manage high-stakes collaboration.
API Access
Has API
No
API Access
Has API
No
Integrations
Wufoo
Yes
Zapier
Yes
Axis LMS
No
Box
No
Desktop.com
No
Dropbox
No
Egnyte
No
Fundify
No
Gmail
No
HubSpot CRM
No
Integrations
Wufoo
Yes
Zapier
Yes
Axis LMS
Yes
Box
Yes
Desktop.com
Yes
Dropbox
Yes
Egnyte
Yes
Fundify
Yes
Gmail
Yes
HubSpot CRM
Yes
Pricing Details
$10 per month
Free Trial
No
Free Version
Yes
Pricing Details
$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
$15 per user per month if billed monthly
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cirrus Insight
Founded
2011
Country
United States
Website
attach.io
Vendor Details
Company Name
Dropbox
Founded
2004
Country
United States
Website
docsend.com
Product Features
Email Tracking
A/B Testing
No
Audience Segmentation
No
Campaign Management
No
Event-Based Notifications
No
Location Tracking
No
Team Management
No
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
No
Centralized Sales Content Repository
No
Collaboration Tools
No
Content Recommendations
No
Email Management
No
Engagement Analytics
No
Interaction Tracking
No
Personalization
No
Sales Partner Management
No
Sales Training / Onboarding
No
Video File Management
No
Sales Enablement
Collaboration
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
No
Product Features
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
Yes
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
No
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
No
Centralized Sales Content Repository
No
Collaboration Tools
No
Content Recommendations
No
Email Management
No
Engagement Analytics
No
Interaction Tracking
No
Personalization
No
Sales Partner Management
No
Sales Training / Onboarding
No
Video File Management
No
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
No
Sales Engagement
CRM Integration
No
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
No
Virtual Data Room
Anonymity Management
Yes
Audit Trail
Yes
Collaboration
No
Data Protection
Yes
Data Storage Management
Yes
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
Yes
Project Management
Yes
Role-Based Permissions
Yes
Secure Preview
Yes