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.

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Store, manage and track all forms in a centralized location

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and manage expiration of various items including products, warranties, licenses, and contracts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Store and manage online video content

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

Share documents with different users to collect multiple signatures

Digitally sign online documents

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

Supports various video file formats

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

Track and document all activities across devices, networks, and other systems

Reporting on how each user, task or process has advanced since its initiation

Digitally share screen view with others

Preview and make real-time changes in the web content

Offer analytics concerning productivity or client engagement.

Tracks metrics that provide insight into how a user interacts with any interface or product

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

Track and manage schedules and meetings via an integrated calendar

Create, save, and store files

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage, store and organize emails within the system or via third-party apps

Track revisions and updates made to files and navigate between different versions

Manage the process of evaluating documents or requests submitted for approval

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Securely stores data to prevent data loss or breaches

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.

Arrange tasks based on the level of priority or urgency

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.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

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.

Centralized repository to store content and assets

Manage, store and organize emails within the system or via third-party apps

Pre-designed layouts that can be customized to match preferences and requirements

Define levels of authorization for access to specific files or systems

Offers user access across mobile platforms

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

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.

Record audio or import/upload audio files

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.

Supports various video file formats

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.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

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

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

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

Use AI to generate content in the form of text, images, videos, etc.

Digitally sign online documents

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Data is backed up automatically to prevent data loss

Track and manage adherence to policies for any service, product, process, or supplier

Access work applications remotely, for when working away from the office and/or traveling

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and store files

Plan and coordinate all the resources, costs and time needed to execute assignments

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Access software remotely via mobile devices

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage and store data in a database

Compile and organize data into specific metrics

Set up connections to third-party platforms to improve business processes

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Provides a channel for team members to share media files, communicate, and work together

Send documents directly to data room from email

Securely stores data to prevent data loss or breaches

Verify the identity of users/devices to enable secure access

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allow users to access multiple services after entering their login credentials once

Leave comments and notes on documents for others to view

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Add a digital mark to show ownership of an image, video, document, etc.

View and track pertinent metrics to find patterns and gain insights from data

Request two or more credentials to prove user's identity before granting access to systems

Secure online viewing of sensitive documents

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Add customized logos and colors to align with company branding

Store, manage, and track all electronic documents in a centralized location

Communicate using direct chat or messages within the system

Tools designed to streamline the process of lead generation and management for sales teams

Distributing content through various platforms or channels

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and document all activities across devices, networks, and other systems

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Record audio and/or video

Provides a channel for team members to share media files, communicate, and work together

Schedule appointments via a calendar

Notifications that are delivered to users as soon as an event occurs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Caters to sales teams

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan availability and assign specific time slots for tasks and resources

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track delivered, received, and opened emails

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Track interaction history by documenting conversations for contacts

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Automatically identify and save contact information of potential customers

Record the audio of phone conversations for quality assurance purposes

Create, save, and re-purpose templates for emails, forms, etc.

Add customized logos and colors to align with company branding

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Organize and manage the accomplishments and development of employees or performance of applications or systems

Engage with a lead throughout the sales process by actively providing information

Store, manage, and track all electronic documents in a centralized location

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Manage the process of planning and scheduling meetings, including agenda creation

Score a lead on their quality or likelihood to buy based on certain behaviors

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Supports various video file formats

Supports audio files

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Allows employees to set and manage work or career related goals

Define sales targets and create strategies to meet goals or marketing results

Access software remotely via mobile devices

Integration with third-party CRM systems

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Define levels of authorization for access to specific files or systems

Games or game-like elements to track progress and reward accomplishments

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Track all opportunities for potential sales and convert them into recurring revenue

Distribute training content in bite-size pieces that can be consumed in short periods of time

Digitally share pre-made materials and self-created content with others

Receive data and information in real time

Streamlining repetitive tasks and activities through automated and predefined workflows

View and track pertinent metrics to find patterns and gain insights from data

Manage the process of planning and scheduling meetings, including agenda creation

Simultaneously record webcam and screen

Allows users to view videos without downloading media files

Allow users to access multiple services after entering their login credentials once

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Connect with meeting participants remotely over video

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Provides a channel for team members to share media files, communicate, and work together

Import and export data to and from software applications

Estimate or forecast of a future scenario based on the study of present trends

Define levels of authorization for access to specific files or systems

Create, save, and store files

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Store and organize documents in a centralized system

Create backups and provide methods to recover deleted/lost data

Timed notification for any upcoming task, deadline, appointment, or activity

Highlight content and/or make notations about parts of content

Move files across different systems or networks

Communicate using direct chat or messages within the system

Edit, touch up, and convert images for publishing

Leave comments and notes on documents for others to view

Track, manage and store the applications of potential future members, customers or candidates

Allow the audience to interact or engage with the content

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Ability to chat online in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and track all internal and external communication conducted via calls, email, text, or chat

Record and playback video calls

Record the audio of phone conversations for quality assurance purposes

Create, design and manage workflows for repetitive tasks

Upload and share videos with an in-app YouTube integration

Create, save, and re-purpose templates for emails, forms, etc.

Store and manage online video content

Add customized logos and colors to align with company branding

Manage, store and organize emails within the system or via third-party apps

Analyze, correct, and monitor speech for transcriptions or recordings

Use AI to generate content in the form of text, images, videos, etc.

Set up connections to third-party platforms to improve business processes

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Verify the identity of users/devices to enable secure access

Protect sensitive data for digital privacy

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Allow users to access multiple services after entering their login credentials once

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Convert data into a code for security

Digitally capture and store a person's handwritten signature

Convert documents and images into editable file formats

Assemble applications and processes by dragging over and arranging pre-built components

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Allow multiple team members to edit and work on the same document

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Customize data fields to support various needs and use cases

A collection of records that can be retrieved based on specific queries

Matrix barcode that stores information

Extra layer of security that requires not only a password and username but also something specific to that user

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Receive data and information in real time

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A way for institutions and businesses to check the age of their customers/clients.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Securely stores data to prevent data loss or breaches

Set up computers on location to help users sign waivers on-site

Import and export data to and from software applications

Capture photos for any type of use case

Capability of a software or system to make decisions and perform actions based on specified conditions

Pre-designed layouts that can be customized to match preferences and requirements

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Audio/Video Conferencing

Centralized repository to store content and assets

Access software remotely via mobile devices

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

An @mention is a way to tag or notify a specific person about a message/post

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Notifications that are delivered to users as soon as an event occurs

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Leave comments and notes on documents for others to view

Communicate using direct chat or messages within the system

Configure existing workflows to meet your organization's needs

Digitally sign online documents

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allow users to access multiple services after entering their login credentials once

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Extra layer of security that requires not only a password and username but also something specific to that user

Convert data into a code for security

Define levels of authorization for access to specific files or systems

Provides a channel for team members to share media files, communicate, and work together

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Facilitates online authoring and publishing of the content

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components