DocSend

DocSend

4.8
(93)
Optimized for quick response

DocSend tells salespeople how prospects engage with their sales material. Have the right conversation, with the right person, at the right time, and do business faster.

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DocSend Features

Document Creation

Customizability: Variables and Fields

Define fields to pull in dynamic information.

n/a

Template Creation and Flexibility

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

n/a

Rich Media

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

81%
(Based on 9 reviews)

Online Document Creation

Create adaptive online documents for view via browser or mobile device.

n/a

PDF Creation

Create attractive PDF versions of proposals.

n/a

Custom Branding

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

94%
(Based on 11 reviews)

Workflow

Document Builder Interface

Easily search for and add elements to a proposal.

n/a

Collaborative Creation

Multiple users can edit a single document.

94%
(Based on 9 reviews)

Assembly and Approval Workflows

Automate workflows by routing documents to the correct individuals for adding content and approval.

n/a

Content Management

Content Import

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

92%
(Based on 25 reviews)

Content Creation

Overall functionality of building unique sales and marketing collateral within the product

96%
(Based on 17 reviews)

Templates

Pre-built templates for fast and simple content creation

n/a

Advanced Search

Ability to search through all content to easily find necessary collateral

82%
(Based on 18 reviews)

Content Storage

Overall storage and organziation capabilities

89%
(Based on 22 reviews)

Analytics

Engagement Tracking

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

96%
(Based on 21 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best.

93%
(Based on 19 reviews)

Reporting and Dashboards

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

95%
(Based on 21 reviews)

Analytics

Reporting

Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral

87%
(Based on 21 reviews)

Alerts

Notification as to when a prospects interacts with a piece of collateral

91%
(Based on 23 reviews)

Account-Based Engagement

The level of engagement for a specific account based on the presented collateral

89%
(Based on 22 reviews)

Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness

90%
(Based on 23 reviews)

Administration and Platform

User, Role, and Access Management

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

90%
(Based on 14 reviews)

Alerts and Notifications

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

96%
(Based on 18 reviews)

CRM Integration

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

94%
(Based on 6 reviews)

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

n/a

API / Integrations

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.

97%
(Based on 5 reviews)

CPQ Integration

Push and pull data from quote applications to build proposals.

n/a

Presentation

Live Presentation

Ability to present to a prospect in-person

89%
(Based on 12 reviews)

Screenshare

Virtual presentation capabilities via sharing screens

88%
(Based on 16 reviews)

Mobile Presentation

The option to present live on a mobile device

92%
(Based on 12 reviews)
DocSend
4.8
(93)