DocSend Features
Platform (9)
Custom Branding
Based on 50 DocSend reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 49 DocSend reviews.
Internationalization
This feature was mentioned in 37 DocSend reviews.
Performance and Reliability
Based on 61 DocSend reviews and verified by the G2 Product R&D team.
Integration APIs
Based on 31 DocSend reviews.
To which systems have you integrated this product
Performance and Reliability
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.
Reporting and Auditing
As reported in 70 DocSend reviews. Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Based on 60 DocSend reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
Signature Process (8)
Document Signing
Based on 81 DocSend reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents
Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates This feature was mentioned in 62 DocSend reviews.
Sign-In Process
Based on 79 DocSend reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless
Mobile Signatures
Based on 73 DocSend reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices
Signature Workflow
As reported in 66 DocSend reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once This feature was mentioned in 47 DocSend reviews.
Reporting
Provides standard reports and easy creation of custom reports to manage signature process This feature was mentioned in 55 DocSend reviews.
Signature Document Creation
As reported in 61 DocSend reviews. Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 62 DocSend reviews and verified by the G2 Product R&D team. Meets required regulartory compliances
Signature History and Audit
Based on 67 DocSend reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations
Enterprise Scalability
Provides features to allow scaling for large organizations 46 reviewers of DocSend have provided feedback on this feature.
File Management (4)
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 This feature was mentioned in 68 DocSend reviews.
Web Interface
As reported in 75 DocSend reviews. Ability to access documents via a web interface without a client being installed on a device
File Type Support
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.
Search
Can easily find files via a simple and/or advanced search 72 reviewers of DocSend have provided feedback on this feature.
Collaboration (2)
File Sharing
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.
Analytics
Offer analytics concerning productivity or client engagement. 28 reviewers of DocSend have provided feedback on this feature.
Administration (3)
User and Role Management
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.
Policies and Controls
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.
Security
Based on 73 DocSend reviews. Stores and transfers files in secure environment
Document Creation (3)
Customizability: Variables and Fields
Define fields to pull in dynamic information. 33 reviewers of DocSend have provided feedback on this feature.
Rich Media
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.
Custom Branding
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.
Workflow (1)
Collaborative Creation
Based on 80 DocSend reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Analytics (9)
Engagement Tracking
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.
Proposal Effectiveness Reporting
Based on 121 DocSend reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards
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.
Reporting
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.
Alerts
Sends a notification when a prospect engages or interacts with content. 128 reviewers of DocSend have provided feedback on this feature.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content. 119 reviewers of DocSend have provided feedback on this feature.
Content Utilization
As reported in 124 DocSend reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Engagement Insights
As reported in 20 DocSend reviews. Provides insights including completion rate and call-to-action rate.
Viewer Insights
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.
Administration and Platform (4)
User, Role, and Access Management
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.
Alerts and Notifications
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.
CRM Integration
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.
API / Integrations
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.
Content Management (4)
Content Import
Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 136 DocSend reviews.
Content Creation
Provides capabilities for building unique sales and marketing content within the product. 104 reviewers of DocSend have provided feedback on this feature.
Advanced Search
As reported in 110 DocSend reviews. Able to easily search, locate, and retrieve relevant content.
Content Storage
Provides the ability to store and organize content. 125 reviewers of DocSend have provided feedback on this feature.
Platform Basics (6)
Document Permissions
Based on 78 DocSend reviews. Provides granular user permission options related to document viewing and editing
Mobile
Offers user access across mobile platforms This feature was mentioned in 69 DocSend reviews.
Document Security
Based on 73 DocSend reviews. Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning
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. 12 reviewers of DocSend have provided feedback on this feature.
Video Capture
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.
Image Editor
As reported in 12 DocSend reviews. Allows users to edit and annotate screen captures and video captures with markup tools and image editing tools.
Platform Content (3)
File Sharing
Has secure file sharing capabilities for internal or external sharing 85 reviewers of DocSend have provided feedback on this feature.
Scrolling Capture
Allows users to capture a full screen capture while scrolling down a page. This feature was mentioned in 12 DocSend reviews.
Screen Record
As reported in 12 DocSend reviews. Helps users record a video capture and save it as a video file, audio file or GIF file.
Platform Additional Functionality (3)
Watermarks
Automatically generates watermarks on documents when it is downloaded, viewed or printed This feature was mentioned in 62 DocSend reviews.
File Sharing
Provides robust sharing and publishing options. 12 reviewers of DocSend have provided feedback on this feature.
Platform Search
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.
Platform Data (1)
Reporting
Provides metrics around user history, such as document views and edits 84 reviewers of DocSend have provided feedback on this feature.
Platform Performance (2)
Bulk Upload
Allows users to upload several files at once This feature was mentioned in 74 DocSend reviews.
Full Text Search
Based on 65 DocSend reviews. Find content or files using keywords, metadata, tags, etc.
Content (3)
Versioning
Stores different versions of a document. This feature was mentioned in 28 DocSend reviews.
E-Signature
Based on 27 DocSend reviews. Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients. 28 reviewers of DocSend have provided feedback on this feature.
Platform Features (5)
Video Capture
Based on 19 DocSend reviews. Provides the ability to video capture a user's full desktop, specific window, or portion of their screen.
Image Editor
Provides the ability to edit the captured content. 19 reviewers of DocSend have provided feedback on this feature.
Screen Capture
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.
Scrolling Capture
As reported in 19 DocSend reviews. Allows users to capture a full screen capture while scrolling down a page.
Screen Record
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.
Organization (3)
Search
As reported in 20 DocSend reviews. Provide users with the ability to search all recorded and captured content in their library.
Permissions
Based on 19 DocSend reviews. Allows users to control who has viewing and editing access to a recording.
Organization
Provides a library that can be used to organize videos into folders. This feature was mentioned in 19 DocSend reviews.
Customization (2)
Customizable Thumbnails
Based on 19 DocSend reviews. Allows users to add custom thumbnails to recorded videos.
Annotations
As reported in 19 DocSend reviews. Provides a drawing or annotation tool to use while recording a video.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt. 15 reviewers of DocSend have provided feedback on this feature.
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
As reported in 19 DocSend reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Based on 19 DocSend reviews. Works across multiple software systems or databases
Natural Language Interaction
Based on 19 DocSend reviews. Engages in human-like conversation for task delegation
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 11 reviewers of DocSend have provided feedback on this feature.
Cross-system Integration
Based on 11 DocSend reviews. Works across multiple software systems or databases
Adaptive Learning
Based on 11 DocSend reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 11 reviewers of DocSend have provided feedback on this feature.
Proactive Assistance
As reported in 11 DocSend reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 11 DocSend reviews. Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 25 DocSend reviews.
Natural Language Interaction
Engages in human-like conversation for task delegation 25 reviewers of DocSend have provided feedback on this feature.
Proactive Assistance
Based on 25 DocSend reviews. Anticipates needs and offers suggestions without prompting
Agentic AI - Screen and Video Capture (1)
Autonomous Task Execution
As reported in 10 DocSend reviews. Capability to perform complex tasks without constant human input
Learning Management - Sales Enablement (3)
Sales Training
As reported in 25 DocSend reviews. Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates. This feature was mentioned in 25 DocSend reviews.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. This feature was mentioned in 25 DocSend reviews.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
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.
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments This feature was mentioned in 25 DocSend reviews.
End-to-End Customer Journey Insights
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.
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Technology Glossary Features
View definitions of the features and discover new technology terms.
A document builder is a software application that is used to create text-based documents.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.




