DocSend Features

Based on 50 DocSend reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 49 DocSend reviews.

This feature was mentioned in 37 DocSend reviews.

Based on 61 DocSend reviews and verified by the G2 Product R&D team.

Based on 31 DocSend reviews.

As reported in 73 DocSend reviews. 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.

As reported in 70 DocSend reviews. Access pre-built and custom reports to monitor user activity and storage

Based on 60 DocSend reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Based on 81 DocSend reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates This feature was mentioned in 62 DocSend reviews.

Based on 79 DocSend reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless

Based on 73 DocSend reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices

As reported in 66 DocSend reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once This feature was mentioned in 47 DocSend reviews.

Provides standard reports and easy creation of custom reports to manage signature process This feature was mentioned in 55 DocSend reviews.

As reported in 61 DocSend reviews. Easy to create signature blocks on all required electronic document types/formats

Based on 62 DocSend reviews and verified by the G2 Product R&D team. Meets required regulartory compliances

Based on 67 DocSend reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations 46 reviewers of DocSend have provided feedback on this feature.

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 This feature was mentioned in 68 DocSend reviews.

As reported in 75 DocSend reviews. 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. This feature was mentioned in 74 DocSend reviews.

Can easily find files via a simple and/or advanced search 72 reviewers of DocSend have provided feedback on this feature.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. 77 reviewers of DocSend have provided feedback on this feature.

Offer analytics concerning productivity or client engagement. 28 reviewers of DocSend have provided feedback on this feature.

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. 69 reviewers of DocSend have provided feedback on this feature.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. 67 reviewers of DocSend have provided feedback on this feature.

Based on 73 DocSend reviews. Stores and transfers files in secure environment

Define fields to pull in dynamic information. 33 reviewers of DocSend have provided feedback on this feature.

Based on 95 DocSend reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 95 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.

Based on 80 DocSend reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 131 DocSend reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.

Based on 121 DocSend reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 127 DocSend reviews and verified by the G2 Product R&D team. 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 128 reviewers of DocSend have provided feedback on this feature.

Sends a notification when a prospect engages or interacts with content. 128 reviewers of DocSend have provided feedback on this feature.

Tracks the level of engagement for a specific account based on the presented content. 119 reviewers of DocSend have provided feedback on this feature.

As reported in 124 DocSend reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.

As reported in 20 DocSend reviews. Provides insights including completion rate and call-to-action rate.

As reported in 20 DocSend reviews. Provides the user with viewer insights, such as who watched a video and how long the video was watched.

Based on 109 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.

Based on 121 DocSend reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 61 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.

Based on 62 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.

Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 136 DocSend reviews.

Provides capabilities for building unique sales and marketing content within the product. 104 reviewers of DocSend have provided feedback on this feature.

As reported in 110 DocSend reviews. Able to easily search, locate, and retrieve relevant content.

Provides the ability to store and organize content. 125 reviewers of DocSend have provided feedback on this feature.

Based on 78 DocSend reviews. Provides granular user permission options related to document viewing and editing

Offers user access across mobile platforms This feature was mentioned in 69 DocSend reviews.

Based on 73 DocSend reviews. 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. 12 reviewers of DocSend have provided feedback on this feature.

As reported in 12 DocSend reviews. Provides the ability to video capture a user's full desktop, specific window or a small portion of the user's screen.

As reported in 12 DocSend reviews. 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 85 reviewers of DocSend have provided feedback on this feature.

Allows users to capture a full screen capture while scrolling down a page. This feature was mentioned in 12 DocSend reviews.

As reported in 12 DocSend reviews. 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 This feature was mentioned in 62 DocSend reviews.

Provides robust sharing and publishing options. 12 reviewers of DocSend have provided feedback on this feature.

Lets users search the platform for saved screen and video captures, as well as stock images. 12 reviewers of DocSend have provided feedback on this feature.

Provides metrics around user history, such as document views and edits 84 reviewers of DocSend have provided feedback on this feature.

Allows users to upload several files at once This feature was mentioned in 74 DocSend reviews.

Based on 65 DocSend reviews. Find content or files using keywords, metadata, tags, etc.

Stores different versions of a document. This feature was mentioned in 28 DocSend reviews.

Based on 27 DocSend reviews. Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients. 28 reviewers of DocSend have provided feedback on this feature.

Based on 19 DocSend reviews. 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. 19 reviewers of DocSend have provided feedback on this feature.

Allows users to capture their screen as a still image of their desktop, browser window, or portion of their screen. 19 reviewers of DocSend have provided feedback on this feature.

As reported in 19 DocSend reviews. Allows users to capture a full screen capture while scrolling down a page.

Based on 19 DocSend reviews. Allows users to record their screen, camera, or both at the same time. Captures the camera, microphone, and screen simultaneously.

As reported in 20 DocSend reviews. Provide users with the ability to search all recorded and captured content in their library.

Based on 19 DocSend reviews. 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. This feature was mentioned in 19 DocSend reviews.

Based on 19 DocSend reviews. Allows users to add custom thumbnails to recorded videos.

As reported in 19 DocSend reviews. Provides a drawing or annotation tool to use while recording a video.

Allows users to generate text based on a text prompt. 15 reviewers of DocSend have provided feedback on this feature.

As reported in 19 DocSend reviews. Capability to perform complex tasks without constant human input

Based on 19 DocSend reviews. Works across multiple software systems or databases

Based on 19 DocSend reviews. Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input 11 reviewers of DocSend have provided feedback on this feature.

Based on 11 DocSend reviews. Works across multiple software systems or databases

Based on 11 DocSend reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 11 reviewers of DocSend have provided feedback on this feature.

As reported in 11 DocSend reviews. Anticipates needs and offers suggestions without prompting

Based on 11 DocSend reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 25 DocSend reviews.

Engages in human-like conversation for task delegation 25 reviewers of DocSend have provided feedback on this feature.

Based on 25 DocSend reviews. Anticipates needs and offers suggestions without prompting

As reported in 10 DocSend reviews. Capability to perform complex tasks without constant human input

As reported in 25 DocSend reviews. 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. This feature was mentioned in 25 DocSend reviews.

Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. This feature was mentioned in 25 DocSend reviews.

Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way 25 reviewers of DocSend have provided feedback on this feature.

Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments This feature was mentioned in 25 DocSend reviews.

Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth This feature was mentioned in 25 DocSend reviews.