Compare Agentforce Sales (formerly Salesforce Sales Cloud) and DocSend 
At a Glance
Market Segments
Mid-Market (46.0% of reviews)
Small-Business (75.9% of reviews)
Entry-Level Pricing
$25.00 1 User Per Month
From $10 user/month
Agentforce Sales (formerly Salesforce Sales Cloud)
Star Rating
(25,503)4.4 out of 5
Market Segments
Mid-Market (46.0% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansDocSend
Star Rating
(589)4.6 out of 5
Market Segments
Small-Business (75.9% of reviews)
Pros & Cons
Entry-Level Pricing
From $10 user/month
Browse all 4 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Agentforce Sales excels in automation and customizable dashboards, which significantly enhance the efficiency of managing sales pipelines and customer relationships. Users appreciate how these features save time and streamline processes, making it a powerful tool for sales teams.
- Users say that DocSend shines in document sharing and tracking, providing strong visibility into how prospects engage with shared files. This capability allows users to prioritize follow-ups based on detailed insights, which can lead to improved sales conversations and outcomes.
- Reviewers mention that while Agentforce Sales has a robust feature set, some users find it challenging to configure according to their specific workflows. This can lead to a steeper learning curve compared to DocSend, which is noted for its intuitive interface and ease of use.
- According to verified reviews, DocSend's file importing process is praised for its simplicity, allowing users to drag and drop files or connect directly to cloud storage. This feature is particularly beneficial for larger data rooms, making it easier to maintain organization and structure.
- G2 reviewers highlight that Agentforce Sales has a higher overall satisfaction score, indicating that users feel more positively about their experience with the platform. However, some users still express a desire for improved support and onboarding processes, which could enhance their overall experience.
- Users report that while both platforms offer valuable features, DocSend's focus on small businesses allows it to cater specifically to their needs, making it a preferred choice for startups and smaller teams looking for straightforward solutions without the complexity of larger systems.
Pricing
Entry-Level Pricing
Agentforce Sales (formerly Salesforce Sales Cloud)
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
DocSend
PERSONAL
From $10
user/month
For entrepreneurs
- Real-time Content Tracking
- Instant Notifications
- Live Present
Free Trial
Agentforce Sales (formerly Salesforce Sales Cloud)
Free Trial is available
DocSend
Free Trial is available
Ratings
Meets Requirements
8.8
13,944
8.9
434
Ease of Use
8.2
17,934
9.0
438
Ease of Setup
7.8
8,885
8.9
228
Ease of Admin
7.9
4,480
8.6
179
Quality of Support
8.1
12,165
8.9
338
Has the product been a good partner in doing business?
8.4
4,443
8.8
174
Product Direction (% positive)
8.3
13,617
9.0
404
Features by Category
Signature Process
Not enough data
8.7
84
|
Verified
Not enough data
8.1
65
Not enough data
8.8
82
|
Verified
Not enough data
8.4
76
|
Verified
Not enough data
8.5
68
Not enough data
8.2
48
Not enough data
8.6
57
Not enough data
8.4
62
Agentic AI - E-Signature
Not enough data
8.8
11
Not enough data
8.9
11
Not enough data
8.9
11
Not enough data
8.8
11
Not enough data
8.9
11
Not enough data
9.1
11
Security and Scalability
Not enough data
8.9
62
|
Verified
Not enough data
8.9
69
|
Verified
Not enough data
9.1
46
Platform
Not enough data
8.0
51
|
Verified
Not enough data
8.6
51
Not enough data
8.4
38
Not enough data
9.2
63
|
Verified
Not enough data
8.3
32
Sales Force Automation
8.8
9537
|
Verified
Not enough data
8.3
6403
|
Verified
Not enough data
8.7
9263
|
Verified
Not enough data
8.3
9497
|
Verified
Not enough data
8.0
7326
|
Verified
Not enough data
8.2
7621
|
Verified
Not enough data
8.0
6765
|
Verified
Not enough data
8.1
6665
|
Verified
Not enough data
8.3
7417
|
Verified
Not enough data
Marketing Automation
8.0
6678
|
Verified
Not enough data
8.1
6997
|
Verified
Not enough data
8.5
8066
|
Verified
Not enough data
7.9
5432
Not enough data
Customer Support
8.3
6834
|
Verified
Not enough data
8.1
6391
|
Verified
Not enough data
8.2
6791
|
Verified
Not enough data
8.0
5502
|
Verified
Not enough data
8.2
5996
|
Verified
Not enough data
Reporting & Analytics
8.5
8994
|
Verified
Not enough data
8.5
9165
|
Verified
Not enough data
8.2
7458
|
Verified
Not enough data
Mobile & Social
7.9
5626
|
Verified
Not enough data
7.8
5252
|
Verified
Not enough data
7.7
6107
|
Verified
Not enough data
Platform
8.5
3616
|
Verified
Not enough data
8.5
3619
|
Verified
Not enough data
8.6
3631
|
Verified
Not enough data
8.4
2900
|
Verified
Not enough data
8.5
3176
|
Verified
Not enough data
8.1
3194
|
Verified
Not enough data
8.7
3615
|
Verified
Not enough data
8.1
3029
Not enough data
Integration
8.5
2604
|
Verified
Not enough data
8.5
3071
|
Verified
Not enough data
8.5
2897
|
Verified
Not enough data
Generative AI
7.6
888
Not enough data
Agentic AI - CRM
7.8
250
Not enough data
7.9
248
Not enough data
8.2
247
Not enough data
8.0
240
Not enough data
8.0
239
Not enough data
8.0
242
Not enough data
8.2
245
Not enough data
Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Self Service
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Advanced Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Building Reports
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
File Management
Not enough data
9.1
68
Not enough data
9.1
76
Not enough data
8.9
76
Not enough data
8.9
73
Not enough data
Feature Not Available
Agentic AI - Cloud Content Collaboration
Not enough data
9.1
18
Not enough data
9.2
18
Not enough data
9.0
18
Collaboration
Not enough data
Feature Not Available
Not enough data
9.3
79
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Administration
Not enough data
9.2
69
Not enough data
9.1
67
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.3
73
Platform
Not enough data
9.3
73
Not enough data
8.5
70
Not enough data
8.1
59
Not enough data
Feature Not Available
Document Creation
Not enough data
8.3
36
Not enough data
Feature Not Available
Not enough data
8.4
96
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.5
97
|
Verified
Workflow
Not enough data
Feature Not Available
Not enough data
8.6
82
|
Verified
Not enough data
Feature Not Available
Analytics
Not enough data
9.4
134
|
Verified
Not enough data
9.1
125
|
Verified
Not enough data
9.0
132
|
Verified
Administration and Platform
Not enough data
8.6
109
|
Verified
Not enough data
8.9
126
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.2
62
|
Verified
Generative AI
Not enough data
9.1
15
Cartography
8.8
40
Not enough data
8.5
36
Not enough data
8.6
40
Not enough data
8.5
40
Not enough data
Analysis
8.4
33
Not enough data
8.5
39
Not enough data
8.5
36
Not enough data
8.5
35
Not enough data
Reporting
8.7
34
Not enough data
8.5
29
Not enough data
8.8
27
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.6
274
Not enough data
8.8
297
Not enough data
8.8
317
Not enough data
8.6
292
Not enough data
Organization
9.0
354
Not enough data
8.8
345
Not enough data
8.8
340
Not enough data
Performance Analysis
8.4
286
Not enough data
8.8
308
Not enough data
Sales Analysis
8.4
285
Not enough data
8.8
302
Not enough data
Generative AI
8.5
126
Not enough data
8.4
126
Not enough data
Agentic AI - AI Sales Assistant
9.2
28
Not enough data
9.1
28
Not enough data
8.9
27
Not enough data
9.0
26
Not enough data
9.3
28
Not enough data
9.1
27
Not enough data
9.3
28
Not enough data
Integrated Workflows
8.7
523
Not enough data
8.5
515
Not enough data
8.1
470
Not enough data
8.1
464
Not enough data
8.9
527
Not enough data
8.4
472
Not enough data
8.6
484
Not enough data
Repeatability and Reportability
8.4
486
Not enough data
8.7
504
Not enough data
8.7
501
Not enough data
8.3
486
Not enough data
7.8
418
Not enough data
AI and Automation
8.5
465
Not enough data
8.4
473
Not enough data
8.3
429
Not enough data
8.0
433
Not enough data
7.8
416
Not enough data
Generative AI
7.4
271
Not enough data
Agentic AI - Sales Engagement
8.3
89
Not enough data
8.5
90
Not enough data
8.6
87
Not enough data
8.4
90
Not enough data
8.3
89
Not enough data
8.2
90
Not enough data
8.5
90
Not enough data
Call Analytics
8.7
131
Not enough data
8.5
135
Not enough data
8.7
131
Not enough data
8.9
132
Not enough data
Artificial Intelligence - Conversation Intelligence
8.7
141
Not enough data
8.6
125
Not enough data
Not enough data
Not enough data
Generative AI
8.2
58
Not enough data
Agentic AI - Conversation Intelligence
8.6
12
Not enough data
9.2
14
Not enough data
9.2
13
Not enough data
9.2
14
Not enough data
8.6
12
Not enough data
8.8
12
Not enough data
9.0
13
Not enough data
Platform Additional Functionality
Not enough data
Feature Not Available
Not enough data
7.7
62
Platform Basics
Not enough data
8.6
79
Not enough data
7.9
70
Not enough data
8.4
73
Platform Content
Not enough data
8.8
86
Platform Data
Not enough data
8.4
84
Platform Performance
Not enough data
8.1
74
Not enough data
8.1
65
Platform Basics
Not enough data
9.8
11
Not enough data
9.5
11
Not enough data
10.0
11
Platform Content
Not enough data
9.1
11
Not enough data
Feature Not Available
Not enough data
10.0
11
Platform Additional Functionality
Not enough data
10.0
11
Not enough data
10.0
11
Agentic AI - Screen and Video Capture
Not enough data
10.0
9
Content
Not enough data
Feature Not Available
Not enough data
8.8
27
Not enough data
9.5
26
Not enough data
9.0
27
Not enough data
Feature Not Available
Collaboration
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.9
27
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Revenue Sourcing and Forecasting
8.6
65
Not enough data
8.5
66
Not enough data
8.8
66
Not enough data
8.5
63
Not enough data
8.4
63
Not enough data
8.3
57
Not enough data
8.2
58
Not enough data
CRM Data Enrichment
8.1
63
Not enough data
8.4
61
Not enough data
8.2
59
Not enough data
8.0
62
Not enough data
8.5
56
Not enough data
Account Management
8.2
63
Not enough data
8.0
63
Not enough data
8.1
60
Not enough data
8.2
59
Not enough data
8.6
55
Not enough data
8.4
56
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
7.8
20
Not enough data
8.1
20
Not enough data
8.3
20
Not enough data
8.1
20
Not enough data
8.0
20
Not enough data
Territory Mapping
8.8
36
Not enough data
8.7
34
Not enough data
8.5
34
Not enough data
Route Planning
9.0
33
Not enough data
9.0
35
Not enough data
9.3
36
Not enough data
Sales Performance Management
8.4
31
Not enough data
8.6
34
Not enough data
9.1
34
Not enough data
Presentation and Forms
8.1
30
Not enough data
8.4
33
Not enough data
8.6
33
Not enough data
Integrations
8.1
156
Not enough data
8.5
157
Not enough data
8.1
156
Not enough data
8.1
155
Not enough data
8.8
158
Not enough data
Branding & Customizatio
8.1
151
Not enough data
8.2
154
Not enough data
8.3
154
Not enough data
Automatic Rules & Configurations
8.4
155
Not enough data
8.3
155
Not enough data
8.0
156
Not enough data
Agentic AI - Business Scheduling
8.3
32
Not enough data
8.4
34
Not enough data
Platform Features
Not enough data
9.6
18
Not enough data
9.7
18
Not enough data
9.5
18
Not enough data
9.2
18
Not enough data
9.6
18
Not enough data
Feature Not Available
Organization
Not enough data
9.7
19
Not enough data
9.8
18
Not enough data
9.8
18
Customization
Not enough data
9.1
18
Not enough data
9.7
18
Not enough data
Feature Not Available
Analytics
Not enough data
Feature Not Available
Not enough data
9.7
19
Not enough data
9.7
19
Sales Performance Features - Sales Planning
8.4
175
Not enough data
8.5
164
Not enough data
8.5
169
Not enough data
8.6
172
Not enough data
8.6
170
Not enough data
8.8
168
Not enough data
8.2
164
Not enough data
Territory Management - Sales Planning
8.6
166
Not enough data
8.5
172
Not enough data
Quota & Capacity Management - Sales Planning
8.4
169
Not enough data
8.4
176
Not enough data
8.4
168
Not enough data
Agentic AI - Sales Planning
8.5
57
Not enough data
8.5
56
Not enough data
Agentic AI - Lead Scoring
7.8
56
Not enough data
8.2
55
Not enough data
7.9
57
Not enough data
8.1
58
Not enough data
Attribution
8.9
454
Not enough data
8.9
458
Not enough data
8.6
436
Not enough data
Discovery
8.9
462
Not enough data
8.6
455
Not enough data
8.6
433
Not enough data
Management
8.5
421
Not enough data
8.6
443
Not enough data
Platform
8.6
433
Not enough data
8.6
432
Not enough data
Agentic AI - Sales Performance Management
8.5
75
Not enough data
8.6
74
Not enough data
8.5
76
Not enough data
Incentives
8.2
439
Not enough data
8.4
503
Not enough data
8.0
436
Not enough data
8.6
514
Not enough data
Personalization
8.6
485
Not enough data
8.8
561
Not enough data
8.9
594
Not enough data
8.6
537
Not enough data
Administrative
8.7
566
Not enough data
8.5
528
Not enough data
8.4
510
Not enough data
Agentic AI - Email Tracking
8.1
62
Not enough data
8.4
60
Not enough data
8.4
60
Not enough data
8.2
61
Not enough data
8.4
61
Not enough data
8.3
60
Not enough data
8.3
63
Not enough data
Analytics
8.3
568
Not enough data
8.4
577
Not enough data
8.3
591
Not enough data
Customizations
8.7
622
Not enough data
8.5
592
Not enough data
8.5
625
Not enough data
8.3
570
Not enough data
8.4
597
Not enough data
Generative AI
7.5
290
Not enough data
Agentic AI - Sales Analytics
8.3
80
Not enough data
8.6
79
Not enough data
8.4
80
Not enough data
8.3
79
Not enough data
8.3
79
Not enough data
Data Sourcing
8.5
968
Not enough data
8.7
999
Not enough data
8.3
902
Not enough data
8.7
1031
Not enough data
8.6
962
Not enough data
Predictive Analytics
8.4
947
Not enough data
8.6
961
Not enough data
8.1
856
Not enough data
8.3
896
Not enough data
Sales Management
8.7
985
Not enough data
8.1
858
Not enough data
8.6
982
Not enough data
8.8
1052
Not enough data
Agentic AI - Outbound Call Tracking
8.6
39
Not enough data
8.6
40
Not enough data
Calling
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
184
Not enough data
8.6
45
Not enough data
Contacts
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Not enough data
Insights
9.1
189
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.7
39
Not enough data
Agentic AI - Sales Coaching
9.0
21
Not enough data
9.0
21
Not enough data
9.2
22
Not enough data
9.2
22
Not enough data
Training
8.8
258
Not enough data
8.8
250
Not enough data
8.5
209
Not enough data
8.5
244
Not enough data
Feedback
8.8
239
Not enough data
8.6
234
Not enough data
8.6
215
Not enough data
8.6
202
Not enough data
8.8
226
Not enough data
8.9
229
Not enough data
8.7
200
Not enough data
Generative AI
7.6
72
Not enough data
Agentic AI - Sales Enablement
8.0
34
8.9
23
8.0
33
9.1
23
8.2
34
9.1
23
Content Management
8.3
353
9.0
136
8.1
344
8.8
103
8.2
330
Feature Not Available
8.5
319
8.5
110
8.3
337
9.1
129
Analytics
8.7
347
8.9
134
8.4
345
9.0
127
8.5
226
8.9
119
8.3
352
8.9
125
Learning Management - Sales Enablement
8.3
27
9.0
23
8.4
27
9.2
23
8.5
27
9.2
23
Revenue Enablement - Sales Enablement
8.3
26
9.1
24
8.3
29
9.1
23
8.8
28
9.2
24
Agentic AI - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Revenue AI Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Agentforce Sales (formerly Salesforce Sales Cloud) and DocSend are categorized as Sales Enablement
Unique Categories
Agentforce Sales (formerly Salesforce Sales Cloud) is categorized as Sales Planning, Business Scheduling, Revenue Operations & Intelligence (RO&I), Conversation Intelligence, Sales Engagement, AI Sales Assistant, Location Intelligence, Field Sales, Sales Coaching, Outbound Call Tracking, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, CRM, and Revenue AI Platforms
DocSend is categorized as Video Communications, Virtual Data Room (VDR), Cloud Content Collaboration, Screen and Video Capture, E-Signature, Proposal, and Client Portal
Reviews
Reviewers' Company Size
Agentforce Sales (formerly Salesforce Sales Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
DocSend
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
13.6%
Information Technology and Services
11.8%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.7%
Computer Software
16.3%
Information Technology and Services
11.6%
Financial Services
7.2%
Internet
6.5%
Marketing and Advertising
5.1%
Other
53.3%
Discussions
When do you need a CRM?
11 Comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
MM
1. Customer Management,
2. Employee Day to Day Activity tracking,
3. Make your business process smooth
4. Automated workflow
5. Validated workflow...Read more
DocSend has no discussions with answers
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