DocSend

DocSend

Document management solution for sales & marketing teams

4.7/5 (31 avaliações)

Resumo do DocSend

DocSend is a (sales and marketing) document management solution which enables sales and marketing teams to access, share, track and present content efficiently through a single, centralized platform. Features such as document control, advanced document tracking technology and team management and reporting are designed to help users manage presentations and other sales content simply and intelligently.

With a mobile-friendly viewer, DocSend gives users the flexibility to access and manage documents anywhere, anytime, via any mobile or tablet device. By storing all content in one place, DocSend allows users to find, track and update documents, as well share documents and send presentations quickly and conveniently. A centralized content library ensures user-alignment around key sales messages, campaigns, and collateral.

DocSend enables users to create customized content deal rooms complete with all relevant deal content, including case studies, product overviews and proposals. Performance tracking technology such as instant ‘read’ notifications and page-by-page analytics give users valuable insight into sales accounts, showing exactly when, where, and how sales documents are viewed. Automatic notifications alert users as soon as a prospect engages with content, thereby facilitating efficient outreach.

DocSend allows users to do presentations like sales decks and product overviews live from any device, as well as have conversations with participants in real-time. Version control, internal links and permission management tools allow users to stay in control of their content. DocSend also aims to enhance user-productivity with a number of integrations including Salesforce, Outlook, IFTTT, Gmail, and Zapier.

Preços

A partir de
US$ 15,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Estados Unidos

Idiomas

Inglês

DocSend - Avaliações

Classificação geral
4.7/5
100% avaliações positivas
23
Excelente
8
Muito bom
0
Regular
0
Ruim
0
Péssimo
Dave W.
Traduzir com Google

DocSend: Don’t raise funds without it!

Usado Diariamente durante 6 a 12 meses
Avaliado em 25/09/2019
Fonte da avaliação: Capterra

Having received numerous business plans in the past via DocSend, I was incredibly impressed and quickly decided that we had to use it to communicate with our prospective investors and partners. Getting set up with DocSend was fast and easy, and managing documents and communications has been a breeze. What really keeps me coming back is the fast pace of innovation with new features and ideas. Raising money is a top priority for many companies. DocSend is an essential tool to make fundraising a success.

Vantagens

Professional, flexible, scalable technology that makes every start-up look good and gives every investor a sense of confidence

Desvantagens

Sometimes confusing to differentiate between content, spaces, etc. Sometimes confusing to figure out how to create custom links.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Avaliador Verificado
Traduzir com Google

Best way to track docs that are being sent

Usado Diariamente durante Mais de dois anos
Avaliado em 13/11/2018
Fonte da avaliação: Capterra

Vantagens

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.

Desvantagens

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

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação

10.0/10
Maxime H.
Traduzir com Google

Docsend is a good analytics tool for your presentation

Usado Diariamente durante Mais de dois anos
Avaliado em 07/05/2018
Fonte da avaliação: Capterra

Vantagens

- 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.

Desvantagens

- NO Support for pitch videos
- It's little expensive
- Sometime the website is very slow.

Traduzir com Google

Resposta do DocSend

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Grant C.
Traduzir com Google

Keep your decks confidential-and get feedback

Usado Semanal durante Mais de dois anos
Avaliado em 08/09/2019
Fonte da avaliação: Capterra

Expiring links on decks hosted in the cloud is super helpful to control where decks go and to whom they're shared with. Its not a silver bullet, but it makes it just a little harder to hit forward and share with someone that may not have as high integrity as you'd hope.

Vantagens

I love the feedback on the decks I send out to potential investors. Who has reviewed them, how long they spend on them. Its also VERY mobile friendly so that's amazing. I've heard from 1st hand sources of companies where well meaning investors offered to share a competitor's deck (they declined). This is less likely to happen with DocSend and a link that expires on a date you set. Especially impressed with the new features that the DocSend has rolled out in the last month.

Desvantagens

I want the same features and support for video!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação

10.0/10
Sanjit S.
Traduzir com Google

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

Usado Diariamente durante Mais de dois anos
Avaliado em 14/01/2018
Fonte da avaliação: Capterra

It helps me track prospect content engagement.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do DocSend

A partir de
US$ 15,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Monthly pricing:
Personal: $15 / user / month
Standard: $65 / user / month
Advanced: $250 / month (includes 3 users)
Enterprise: Contact DocSend for pricing information.

Annual pricing:
Personal: $10 / user / month
Standard: $45 / user / month
Advanced: $150 / month (includes 3 users)
Enterprise: Contact DocSend for pricing information.

Recursos do DocSend

  • Controle do acesso
  • Ferramentas de colaboração
  • Gerenciamento de documentos
  • Gestão de permissões
  • Imagem de marca personalizável
  • Integração de terceiros
  • Notificações automáticas
  • Segurança de SSL

  • API
  • Acompanhamento de atividades
  • Armazenamento de documentos
  • Bate-papo
  • Comentários
  • Espaço de trabalho colaborativo
  • Função de busca
  • Gerenciamento de arquivos
  • Gestão da comunicação
  • Interface para arrastar e soltar
  • Painel de atividades
  • Projeções

Mais informações sobre DocSend

Principais recursos do DocSend

  • Access control
  • Account-based engagement analytics
  • Advanced document tracking
  • Collaboration tools
  • Custom branded document viewer
  • Custom branding
  • Custom reporting
  • Custom subdomain
  • Customizable content deal rooms
  • Data export
  • Document delivery
  • Document management
  • Full text search
  • Gmail integration
  • Instant notifications
  • LinkedIn integration
  • Mail merge support
  • Multiple documents sharing with a single link
  • Outlook integrations
  • Presentation management
  • Proposal management
  • Real time document tracking
  • Real time read notifications
  • Real time reporting
  • SSL security
  • Salesloft & Outreach integration
  • Security & encryption
  • Sub-team permissioning
  • Team activity reporting
  • Team management
  • Team permissioning
  • Team-wide document utilization reporting
  • Team-wide visit reporting
  • Version control
  • Viewer whitelists
  • White labeling

Vantagens

  • DocSend’s centralized platform enables users to search for and share up-to-date sales and marketing content quickly and easily.

  • Customizable link permissions enable users to control who has access to sensitive content.

  • Allows users to give live presentations, such as sales decks and product overviews, via any phone, laptop, desktop or tablet device.

  • Users can build and share deal rooms to store all deal content conveniently in one place, including case studies, product reviews and proposals.

  • Instant ‘read’ notifications and page-by-page analytics enable users to see when their content is opened, and where prospects spend most of their time.

  • Perguntas frequentes sobre o DocSend

    Abaixo estão algumas perguntas frequentes sobre o DocSend.

    P: Que tipo de planos o DocSend oferece?

    O DocSend oferece os seguintes planos de pagamento:

    A partir de: US$ 15,00/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Disponível

    Monthly pricing:
    Personal: $15 / user / month
    Standard: $65 / user / month
    Advanced: $250 / month (includes 3 users)
    Enterprise: Contact DocSend for pricing information.

    Annual pricing:
    Personal: $10 / user / month
    Standard: $45 / user / month
    Advanced: $150 / month (includes 3 users)
    Enterprise: Contact DocSend for pricing information.

    P: Quais são os principais recursos do DocSend?

    O DocSend oferece os seguintes recursos:

    • Access control
    • Account-based engagement analytics
    • Advanced document tracking
    • Collaboration tools
    • Custom branded document viewer
    • Custom branding
    • Custom reporting
    • Custom subdomain
    • Customizable content deal rooms
    • Data export
    • Document delivery
    • Document management
    • Full text search
    • Gmail integration
    • Instant notifications
    • LinkedIn integration
    • Mail merge support
    • Multiple documents sharing with a single link
    • Outlook integrations
    • Presentation management
    • Proposal management
    • Real time document tracking
    • Real time read notifications
    • Real time reporting
    • SSL security
    • Salesloft & Outreach integration
    • Security & encryption
    • Sub-team permissioning
    • Team activity reporting
    • Team management
    • Team permissioning
    • Team-wide document utilization reporting
    • Team-wide visit reporting
    • Version control
    • Viewer whitelists
    • White labeling

    P: Quem costuma usar o DocSend?

    Os clientes habituais do DocSend são:

    Grandes empresas, Empresas de médio porte

    P: Em que idioma o DocSend está?

    O DocSend está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o DocSend oferece?

    O DocSend tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O DocSend é compatível com disponíveis móveis?

    Não temos informações sobre os dispositivos compatíveis com o DocSend.

    P: O DocSend se integra com quais outros aplicativos?

    O DocSend se integra com os seguintes aplicativos:

    Box, Dropbox, Egnyte, Gmail, Google Drive, HubSpot CRM, LeadMaster, Microsoft Outlook, Prospect.io, Salesforce Sales Cloud

    P: Que nível de suporte o DocSend oferece?

    O DocSend oferece as seguintes opções de suporte:

    Suporte online, Suporte por telefone