Average Ratings 3 Ratings
Average Ratings 1 Rating
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.
Description
Proposify is an online proposal software that allows you to control and monitor the most important stage in your sales process. The close. You can be confident and flexible in all aspects of deal design and sign-off.
Make sales documents that are consistent and error-free.
Get the insights you need to scale your process, make timely contacts, and forecast accurately.
Your customers and prospects will enjoy a seamless sign-off experience
The features include an easy-to-use design editor, electronic signatures and CRM integrations. Data-driven insights, interactive pricing and content management are just a few of the many options.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Salesforce
Yes
Stackreaction
Yes
Wufoo
Yes
Zapier
Yes
Axis LMS
Yes
Harvest
No
Jointl
Yes
Keap
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Salesforce
Yes
Stackreaction
Yes
Wufoo
Yes
Zapier
Yes
Axis LMS
No
Harvest
Yes
Jointl
No
Keap
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
Pricing Details
$35/month
- 5 Active Documents
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support
Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Team Plan $49.00/month
Great for growing sales teams. Billed quarterly or annually.
- Unlimited Documents
- Standard Integrations
- Custom Fields & Variables
- Client Input Forms
- PDF Downloads
- White Labelling
- Chat Support
Business Plan $590.00/month
Perfect for teams of 10 or more. Billed annually. - 10+ Users
- Salesforce Integration
- Approval Workflow
- User Roles & Permissions
- Unassigned Signatures
- Premium Support
- Onboarding Services
Free Trial
Yes
Free Version
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
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
Yes
Live Rep (24/7)
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Dropbox
Founded
2004
Country
United States
Website
docsend.com
Vendor Details
Company Name
Proposify
Founded
2012
Country
Canada
Website
www.proposify.com
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
Product Features
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
RFP
Bid Management
No
Collaboration
No
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor 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