Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 5 Ratings

Total
ease
features
design
support

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

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
Dropbox Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Adobe Analytics No 
Desktop.com Yes 
Eloqua No 
Gmail Yes 
Jointl Yes 
LeadMaster Yes 
Mailchimp Yes 
Microsoft 365 No 
Microsoft Teams No 
Microsoft Whiteboard No 
Miro No 
Sitecore No 
Stackreaction Yes 
Vidyard No 
YouTube No 

Integrations

Box Yes 
Dropbox Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Salesforce Yes 
Adobe Analytics Yes 
Desktop.com No 
Eloqua Yes 
Gmail No 
Jointl No 
LeadMaster No 
Mailchimp No 
Microsoft 365 Yes 
Microsoft Teams Yes 
Microsoft Whiteboard Yes 
Miro Yes 
Sitecore Yes 
Stackreaction No 
Vidyard Yes 
YouTube Yes 

Pricing Details

$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
Free Trial Yes 
Free Version Yes 

Pricing Details

$100/user/month
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dropbox

Founded

2004

Country

United States

Website

docsend.com

Vendor Details

Company Name

RELAYTO

Founded

2017

Country

United States

Website

relayto.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

Content Collaboration

Client Portal Yes 
Cloud Storage Yes 
Digital Asset Management Yes 
Document Creation / Editing Yes 
Document Management Yes 
Electronic Signature No 
Feedback Management Yes 
File Sharing Yes 
Messaging / Discussion Yes 
Real-Time / Interactive Editing Yes 
Roles / Permissions Yes 
Search Yes 
Version Control Yes 
Video / Image Editing Yes 
Workflow / Approval Process No 

Content Creation

Advertising Content Creation No 
Case Study Creation Yes 
Collaboration Tools Yes 
Content Calendar No 
Content Creator Marketplace No 
Content Curation Yes 
Content Planning Yes 
Content Topic Research Yes 
Create Reports Yes 
Marketing Content Creation Yes 
Quiz Creation No 
Sales Content Creation Yes 
Template Creation Yes 
User-Generated Content Yes 
Video Content Creation Yes 
Visual Content Creation Yes 
Written Content Creation Yes 

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar No 
Multi-Channel Publishing Yes 
Publish Scheduling No 
SEO Management Yes 
Social Media Management Yes 
Video Management Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature No 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving No 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Flipbook

Editing Tools Yes 
File Converting Yes 
Reporting / Analytics Yes 
Table of Contents Yes 
Templates Yes 

Presentation

3D Objects Yes 
Animations & Transitions Yes 
Audio Content Yes 
Collaboration Tools Yes 
Content Library Yes 
Customizable Templates Yes 
Media Library Yes 
Offline Editing No 
Offline Presenting Yes 
Screen Sharing Yes 
Search/Filter Yes 
Templates Yes 
Video Content Yes 

Sales Content Management

Audio / Video Recording Yes 
Audio File Management Yes 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations Yes 
Email Management No 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management Yes 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management Yes 

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