DocSend Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

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.

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

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

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Offer analytics concerning productivity or client engagement.

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Stores and transfers files in secure environment

Define fields to pull in dynamic information.

How well the platform supports images, audio, and video in proposals.

Brand proposals and the application's portal with your company's logos and branding.

Multiple users can edit a single document.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l

Sends a notification when a prospect engages or interacts with content.

Tracks the level of engagement for a specific account based on the presented content.

Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

Provides insights including completion rate and call-to-action rate.

Provides the user with viewer insights, such as who watched a video and how long the video was watched.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

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.

Ability to import sales and marketing collateral built outside of the solution

Provides capabilities for building unique sales and marketing content within the product.

Able to easily search, locate, and retrieve relevant content.

Provides the ability to store and organize content.

Provides granular user permission options related to document viewing and editing

Offers user access across mobile platforms

Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning

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.

Provides the ability to video capture a user's full desktop, specific window or a small portion of the user's screen.

Allows users to edit and annotate screen captures and video captures with markup tools and image editing tools.

Has secure file sharing capabilities for internal or external sharing

Allows users to capture a full screen capture while scrolling down a page.

Helps users record a video capture and save it as a video file, audio file or GIF file.

Automatically generates watermarks on documents when it is downloaded, viewed or printed

Provides robust sharing and publishing options.

Lets users search the platform for saved screen and video captures, as well as stock images.

Provides metrics around user history, such as document views and edits

Allows users to upload several files at once

Find content or files using keywords, metadata, tags, etc.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Provides the ability to video capture a user's full desktop, specific window, or portion of their screen.

Provides the ability to edit the captured content.

Allows users to capture their screen as a still image of their desktop, browser window, or portion of their screen.

Allows users to capture a full screen capture while scrolling down a page.

Allows users to record their screen, camera, or both at the same time. Captures the camera, microphone, and screen simultaneously.

Provide users with the ability to search all recorded and captured content in their library.

Allows users to control who has viewing and editing access to a recording.

Provides a library that can be used to organize videos into folders.

Allows users to add custom thumbnails to recorded videos.

Provides a drawing or annotation tool to use while recording a video.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.

Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth