DocSend Review
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DocSend Review

Star Top Rated

DocSend is an easy-to-use, integrated solution for digital uploading and maintaining of files. It’s a stable software solution with tracking and document protection.

Quick Hits

What We Like

  • Gmail and Chrome extension
  • Document history views
  • Easy to update/disable permissions

Could Be Better

  • Scarce reporting with personal plan
  • Document size limits when sending
  • Lack of video support

The Blueprint Score

Determined and ranked by our resident expert based on firsthand knowledge and unbiased research.

Ease of Use 9/10
Support 9/10
Pricing 8/10
Features 8/10
8.6 out of 10
Updated May 21, 2020

In an overcrowded document management systems market, DocSend stakes its name on ease of use and integration. It’s designed to be unobtrusive and work with your existing framework, thanks to its extensions and ability to sync with other software.

It allows you to send documents back and forth to others in your organization. It saves users from taking up too much room on their computers or forcing them to download items unnecessarily, thanks to its cloud-based storage—the fewer files you have to physically save on your desktop, the better.

Overview

Who is DocSend for?

Docsend helps sales people keep track of sales content and how it is being used. It makes it easy to send documents and data to clients or other salespeople. It lets you see when content is delivered, opened, how long it was viewed, and if it was forwarded to anyone else.

It's also helpful to ensure your salespeople are using presentations and documents to increase efficiency. It’s a great way to send pitch presentations. It also tracks marketing documents and files or to make document transmission a seamless and easy experience.

If you're already using external organization apps for tasks, such as Trello, DocSend may help eliminate some of those steps, thanks to its intuitive integrations.

Features

DocSend’s features

Whether uploading files, sending data, or document archiving, DocSend has many features that make sharing documents online easy and efficient.

Electronic signing

Document sharing often requires more than just sending a file. Sometimes, you need receipt confirmation or a signature. DocSend lets your recipient sign electronically without installing a third-party app. No more signing documents offline, scanning, and resending documents.

The electronic signature pop up, prompting for Name, Date, Email and Signature

Electronic signatures speed up the document sharing process.

Tracking history and notifications

Docsend also offers a top tier document tracker function, which shows you who has viewed the documents you sent. You can also create custom links that show when someone has opened and viewed a file.

Customizable permissions

Depending on the document’s content, you may want to enable and disable specific permissions. You can require email verification, set visibility expirations, and much more.

Permission options for a document’s link, including allowing downloads, requiring email verification and more.

DocSend increases document security with custom permissions.

Continuous editing

DocSend lets you update or edit a document even after you’ve delivered it into a recipient’s inbox.

Multiple integrations

Already using Gmail and Chrome? DocSend can function as a Chrome extension, giving you full access to features without having to manually open a browser tab.

You can share large files from your email or Drive, with all the same tracking features available as when you send directly through DocSend.

Similarly, if your company runs on a Microsoft platform, DocSend offers the same integrations with Outlook as it does with Gmail.

DocSend Integrations featuring Gmail, Outlook and more.

You can link DocSend directly with platforms you already use, from email to CRMs and more.

One click NDA

Frequently, you send sensitive information requiring a non-disclosure agreement (NDA). DocSend alleviates some of the NDA signature hassle by turning NDAs into single click documents.

Just like skimming a software agreement, people are much more encouraged to sign something when you make it easy for them.

Ease of Use

DocSend’s ease of use

Going paperless doesn’t have to disrupt your office. DocSend is built with regular users in mind and is designed to sync seamlessly into everyday use, so you won’t have much of a learning curve. The interface is clean and straightforward, with available options leaving little room for confusion.

Also, because it’s designed to work where and how you already work, setup time is very quick and requires little lift on your end, taking the headache out of implementation. And, using DocSend with external apps makes everything easier.

New message being composed in Gmail with the option to attach a DocSend item through the attachment integration.

Sending DocSend content through Gmail couldn’t be simpler.

Pricing

DocSend’s pricing

After an initial free trial, you can select a DocSend plan. The personal plan costs $10/month per user if billed annually. Monthly, it rises to $15/month per user.

The personal plan offers many great features, but the standard plan is where businesses begin to see the most value. It includes deeper analytics and enhanced permissions that aren’t available at the cheapest tier.

Screenshot of DocSend’s pricing tiers: Personal ($10/user/month), Standard ($45/user/month), Advanced ($150/user/month) and Enterprise (contact for pricing.)

Pricing starts at just $10/month, but increases exponentially through the tiers.

Support

DocSend’s support

Many users rave about the timeliness and friendliness of DocSend representatives and their attention to detail.

DocSend offers many troubleshooting resources, but if you need a live agent, it will most likely be a positive, helpful experience. You submit an online support request and you will be contacted by a representative soon after.

DocSend is just as thorough curating resources as it is with its offerings. They categorize content by the newest articles on the resources page and offer many other options to explore information related to your own account or challenge.

Snippet of the DocSend resources page featuring promoted articles and buttons for getting started, your account, etc.

DocSend arranges its resource library intuitively.

Because of its extensive reporting functions, especially the ability to see who has viewed sent documents, when they were viewed, how many times and when they opened them, and how long they spent on them, DocSend is excellent for tracking time-sensitive documents, such as pitches or proposals.

Sales teams love this. The data is beneficial to marketing team campaigns too, as you can also glean information on location and type of device the recipient is using.

A simple, straightforward, time-saving system

Most DocSend clients have few complaints, and that’s my experience. The setup is quite minimal, compared to some more intense integrations I’ve encountered.

Once you’re live, you’ll have no trouble navigating the interface. And DocSend allows you to use the interface as little as you would like, thanks to those Google integrations. You’ll experience minimal disruption to your current way of life, making it ideal for businesses that are already into an established routine.

FAQ

Frequently Asked Questions for DocSend

Can you use DocSend for free?

A free trial period is available, but then you’ll pay a monthly user fee. DocSend pricing starts at $10/user per month when billed annually, making it fairly midrange in pricing.

Are files secure with DocSend?

Yes. In addition to basic encryption and security levels, DocSend allows users to opt for extra security when needed, letting you protect some or all documents with additional features such as whitelisting or recipient email verification, so you can feel at ease when you send secure documents.

Is DocSend user friendly?

DocSend is not only easy to set up, it’s easy to use. Its interface is straightforward, plus you can use it as an extension of systems you already work with.

Is DocSend the right fit for your existing framework? Check it out for yourself.

Is DocSend the right fit for your existing framework? Check it out for yourself.

How DocSend Compares

Multiple authors Multiple software integrations Offline sync Mobile capabilities
DocSend Yes Yes Yes Yes
Microsoft SharePoint Yes Yes Yes Yes
eFileCabinet Yes Yes Yes Yes
Ademero Content Central Yes Yes Yes

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