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4.8 out of 5
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DocSend
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DocSend Features
What are the features of DocSend?
Document Creation
- Rich Media
- Custom Branding
Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
Content Management
- Content Import
- Advanced Search
- Content Storage
Platform Performance
- Drag and Drop Upload
Technology Glossary Features
View definitions of the features and discover new technology terms.
DocSend Categories on G2
Filter for Features
Platform
Custom Branding | Based on 42 DocSend reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process | 79% (Based on 42 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 41 reviewers of DocSend have provided feedback on this feature. | 85% (Based on 41 reviews) | |
Internationalization | As reported in 29 DocSend reviews. | 82% (Based on 29 reviews) | |
Performance and Reliability | Based on 53 DocSend reviews and verified by the G2 Product R&D team. | 91% (Based on 53 reviews) | |
Integration APIs | 24 reviewers of DocSend have provided feedback on this feature. | 81% (Based on 24 reviews) | |
To which systems have you integrated this product | Not enough data | ||
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 58 DocSend reviews. | 92% (Based on 58 reviews) | |
Reporting and Auditing | Based on 55 DocSend reviews. Access pre-built and custom reports to monitor user activity and storage | 83% (Based on 55 reviews) | |
System of Record Integration | Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint 45 reviewers of DocSend have provided feedback on this feature. | 78% (Based on 45 reviews) |
Signature Process
Document Signing | See feature definition | Based on 70 DocSend reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents | 84% (Based on 70 reviews) |
Reminders and Expirations | Based on 51 DocSend reviews. Reminds signors of documents that are waiting to be signed and document expiration dates | 78% (Based on 51 reviews) | |
Sign-In Process | Based on 68 DocSend reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless | 86% (Based on 68 reviews) | |
Mobile Signatures | Based on 62 DocSend reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices | 81% (Based on 62 reviews) | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps 55 reviewers of DocSend have provided feedback on this feature. | 81% (Based on 55 reviews) | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once This feature was mentioned in 36 DocSend reviews. | 80% (Based on 36 reviews) | |
Reporting | Provides standard reports and easy creation of custom reports to manage signature process This feature was mentioned in 44 DocSend reviews. | 83% (Based on 44 reviews) | |
Signature Document Creation | As reported in 50 DocSend reviews. Easy to create signature blocks on all required electronic document types/formats | 81% (Based on 50 reviews) |
Security and Scalability
Regulatory Compliance | Based on 51 DocSend reviews and verified by the G2 Product R&D team. Meets required regulartory compliances | 87% (Based on 51 reviews) | |
Signature History and Audit | Based on 56 DocSend reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations | 88% (Based on 56 reviews) | |
Enterprise Scalability | Provides features to allow scaling for large organizations 35 reviewers of DocSend have provided feedback on this feature. | 88% (Based on 35 reviews) |
File Management
Device Syncing | Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on 49 reviewers of DocSend have provided feedback on this feature. | 89% (Based on 49 reviews) | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device This feature was mentioned in 56 DocSend reviews. | 89% (Based on 56 reviews) | |
File Type Support | Based on 55 DocSend reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 86% (Based on 55 reviews) | |
Search | Can easily find files via a simple and/or advanced search 53 reviewers of DocSend have provided feedback on this feature. | 87% (Based on 53 reviews) |
Collaboration
File Sharing | Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. 58 reviewers of DocSend have provided feedback on this feature. | 91% (Based on 58 reviews) | |
Analytics | Based on 11 DocSend reviews. Offer analytics concerning productivity or client engagement. | 82% (Based on 11 reviews) |
Administration
User and Role Management | Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. This feature was mentioned in 50 DocSend reviews. | 90% (Based on 50 reviews) | |
Single Sign-On | Based on 47 DocSend reviews. On boarding and off boarding team members with Active Directory/SAML based identity providers | 90% (Based on 47 reviews) | |
Policies and Controls | Based on 48 DocSend reviews. Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. | 89% (Based on 48 reviews) | |
Security | Based on 54 DocSend reviews. Stores and transfers files in secure environment | 91% (Based on 54 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 26 DocSend reviews. Define fields to pull in dynamic information. | 80% (Based on 26 reviews) | |
Rich Media | Based on 88 DocSend reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 83% (Based on 88 reviews) | |
Custom Branding | Based on 88 DocSend reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 84% (Based on 88 reviews) |
Workflow
Collaborative Creation | Based on 73 DocSend reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 84% (Based on 73 reviews) |
Analytics
Engagement Tracking | Based on 124 DocSend reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 94% (Based on 124 reviews) | |
Proposal Effectiveness Reporting | Based on 114 DocSend reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 90% (Based on 114 reviews) | |
Reporting and Dashboards | Based on 120 DocSend reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 90% (Based on 120 reviews) | |
Reporting | Based on 103 DocSend reviews. Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral | 86% (Based on 103 reviews) | |
Alerts | Notification as to when a prospects interacts with a piece of collateral This feature was mentioned in 103 DocSend reviews. | 89% (Based on 103 reviews) | |
Account-Based Engagement | The level of engagement for a specific account based on the presented collateral This feature was mentioned in 94 DocSend reviews. | 87% (Based on 94 reviews) | |
Content Utilization | As reported in 99 DocSend reviews. How frequently sales teams use a particular piece of content and its effectiveness | 87% (Based on 99 reviews) | |
Engagement Insights | Provides insights including completion rate and call-to-action rate. | Not enough data | |
Viewer Insights | Provides the user with viewer insights, such as who watched a video and how long the video was watched. | Not enough data |
Administration and Platform
User, Role, and Access Management | Based on 102 DocSend reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 85% (Based on 102 reviews) | |
Alerts and Notifications | Based on 114 DocSend reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 88% (Based on 114 reviews) | |
CRM Integration | Based on 54 DocSend reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 81% (Based on 54 reviews) | |
API / Integrations | Based on 55 DocSend reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 80% (Based on 55 reviews) |
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 111 DocSend reviews. | 89% (Based on 111 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product 79 reviewers of DocSend have provided feedback on this feature. | 86% (Based on 79 reviews) | |
Advanced Search | Ability to search through all content to easily find necessary collateral This feature was mentioned in 85 DocSend reviews. | 82% (Based on 85 reviews) | |
Content Storage | Based on 100 DocSend reviews. Overall storage and organziation capabilities | 88% (Based on 100 reviews) |
Presentation
Live Presentation | As reported in 66 DocSend reviews. Ability to present to a prospect in-person | 85% (Based on 66 reviews) | |
Screenshare | Virtual presentation capabilities via sharing screens 61 reviewers of DocSend have provided feedback on this feature. | 81% (Based on 61 reviews) | |
Mobile Presentation | The option to present live on a mobile device 65 reviewers of DocSend have provided feedback on this feature. | 85% (Based on 65 reviews) |
Platform Basics
Document Permissions | Provides granular user permission options related to document viewing and editing 76 reviewers of DocSend have provided feedback on this feature. | 86% (Based on 76 reviews) | |
Mobile | Based on 67 DocSend reviews. Offers user access across mobile platforms | 79% (Based on 67 reviews) | |
Document Security | Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning This feature was mentioned in 71 DocSend reviews. | 84% (Based on 71 reviews) | |
Screen Capture | Provides the ability to screen capture a still image of a user's full desktop, specific window or a small portion of the user's screen. | Not enough data | |
Video Capture | Provides the ability to video capture a user's full desktop, specific window or a small portion of the user's screen. | Not enough data | |
Image Editor | Allows users to edit and annotate screen captures and video captures with markup tools and image editing tools. | Not enough data |
Platform Content
File Sharing | Has secure file sharing capabilities for internal or external sharing This feature was mentioned in 83 DocSend reviews. | 88% (Based on 83 reviews) | |
Scrolling Capture | Allows users to capture a full screen capture while scrolling down a page. | Not enough data | |
Screen Record | Helps users record a video capture and save it as a video file, audio file or GIF file. | Not enough data |
Platform Additional Functionality
Watermarks | Automatically generates watermarks on documents when it is downloaded, viewed or printed This feature was mentioned in 60 DocSend reviews. | 78% (Based on 60 reviews) | |
File Sharing | Provides robust sharing and publishing options. | Not enough data | |
Platform Search | Lets users search the platform for saved screen and video captures, as well as stock images. | Not enough data |
Platform Data
Reporting | Provides metrics around user history, such as document views and edits 82 reviewers of DocSend have provided feedback on this feature. | 83% (Based on 82 reviews) |
Platform Performance
Drag and Drop Upload | Allows users to drag a file or folder into the platform for one-click upload This feature was mentioned in 85 DocSend reviews. | 87% (Based on 85 reviews) | |
Bulk Upload | Allows users to upload several files at once This feature was mentioned in 72 DocSend reviews. | 81% (Based on 72 reviews) | |
Full Text Search | As reported in 63 DocSend reviews. Find content or files using keywords, metadata, tags, etc. | 80% (Based on 63 reviews) |
Content
Versioning | As reported in 11 DocSend reviews. Stores different versions of a document. | 76% (Based on 11 reviews) | |
E-Signature | Allows users to provide an e-signature within the platform. This feature was mentioned in 10 DocSend reviews. | 87% (Based on 10 reviews) | |
File Request | Based on 12 DocSend reviews. Allows businesses to request files from clients. | 76% (Based on 12 reviews) |
Platform Features
Video Capture | Provides the ability to video capture a user's full desktop, specific window, or portion of their screen. | Not enough data | |
Image Editor | Provides the ability to edit the captured content. | Not enough data | |
Screen Capture | Allows users to capture their screen as a still image of their desktop, browser window, or portion of their screen. | Not enough data | |
Scrolling Capture | Allows users to capture a full screen capture while scrolling down a page. | Not enough data | |
Screen Record | Allows users to record their screen, camera, or both at the same time. Captures the camera, microphone, and screen simultaneously. | Not enough data |
Organization
Search | Provide users with the ability to search all recorded and captured content in their library. | Not enough data | |
Permissions | Allows users to control who has viewing and editing access to a recording. | Not enough data | |
Organization | Provides a library that can be used to organize videos into folders. | Not enough data |
Customization
Customizable Thumbnails | Allows users to add custom thumbnails to recorded videos. | Not enough data | |
Annotations | Provides a drawing or annotation tool to use while recording a video. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
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