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DocSend Features
What are the features of DocSend?
Document Creation
- Rich Media
- Custom Branding
Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
Content Management
- Content Import
- Advanced Search
- Content Storage
Platform Performance
- Drag and Drop Upload
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Technology Glossary Features
View definitions of the features and discover new technology terms.
DocSend Categories on G2
Filter for Features
Platform
Custom Branding | Based on 42 DocSend reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process | 79% (Based on 42 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 41 reviewers of DocSend have provided feedback on this feature. | 85% (Based on 41 reviews) | |
Internationalization | This feature was mentioned in 29 DocSend reviews. | 82% (Based on 29 reviews) | |
Performance and Reliability | Based on 53 DocSend reviews and verified by the G2 Product R&D team. | 91% (Based on 53 reviews) | |
Integration APIs | Based on 24 DocSend reviews. | 81% (Based on 24 reviews) | |
To which systems have you integrated this product | Not enough data | ||
Performance and Reliability | As reported in 58 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. | 92% (Based on 58 reviews) | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage This feature was mentioned in 55 DocSend reviews. | 83% (Based on 55 reviews) | |
System of Record Integration | As reported in 45 DocSend reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint | 78% (Based on 45 reviews) |
Signature Process
Document Signing | See feature definition | Based on 70 DocSend reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents | 84% (Based on 70 reviews) |
Reminders and Expirations | Based on 51 DocSend reviews. Reminds signors of documents that are waiting to be signed and document expiration dates | 78% (Based on 51 reviews) | |
Sign-In Process | Based on 68 DocSend reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless | 86% (Based on 68 reviews) | |
Mobile Signatures | Based on 62 DocSend reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices | 81% (Based on 62 reviews) | |
Signature Workflow | Based on 55 DocSend reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 81% (Based on 55 reviews) | |
Bulk Digital Signatures | Based on 36 DocSend reviews. Send documents requiring signature to 1000's of signers at once | 80% (Based on 36 reviews) | |
Reporting | Based on 44 DocSend reviews. Provides standard reports and easy creation of custom reports to manage signature process | 83% (Based on 44 reviews) | |
Signature Document Creation | Easy to create signature blocks on all required electronic document types/formats 50 reviewers of DocSend have provided feedback on this feature. | 81% (Based on 50 reviews) |
Security and Scalability
Regulatory Compliance | Based on 51 DocSend reviews and verified by the G2 Product R&D team. Meets required regulartory compliances | 87% (Based on 51 reviews) | |
Signature History and Audit | Based on 56 DocSend reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations | 88% (Based on 56 reviews) | |
Enterprise Scalability | Provides features to allow scaling for large organizations This feature was mentioned in 35 DocSend reviews. | 88% (Based on 35 reviews) |
File Management
Device Syncing | Based on 49 DocSend reviews. 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 | 89% (Based on 49 reviews) | |
Web Interface | As reported in 56 DocSend reviews. Ability to access documents via a web interface without a client being installed on a device | 89% (Based on 56 reviews) | |
File Type Support | Based on 55 DocSend reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 86% (Based on 55 reviews) | |
Search | Can easily find files via a simple and/or advanced search This feature was mentioned in 53 DocSend reviews. | 87% (Based on 53 reviews) |
Collaboration
File Sharing | Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. This feature was mentioned in 58 DocSend reviews. | 91% (Based on 58 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. 11 reviewers of DocSend have provided feedback on this feature. | 82% (Based on 11 reviews) |
Administration
User and Role Management | As reported in 50 DocSend reviews. Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. | 90% (Based on 50 reviews) | |
Single Sign-On | As reported in 47 DocSend reviews. On boarding and off boarding team members with Active Directory/SAML based identity providers | 90% (Based on 47 reviews) | |
Policies and Controls | As reported in 48 DocSend reviews. Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. | 89% (Based on 48 reviews) | |
Security | As reported in 54 DocSend reviews. Stores and transfers files in secure environment | 91% (Based on 54 reviews) |
Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. This feature was mentioned in 26 DocSend reviews. | 80% (Based on 26 reviews) | |
Rich Media | Based on 88 DocSend reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 83% (Based on 88 reviews) | |
Custom Branding | Based on 88 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. | 84% (Based on 88 reviews) |
Workflow
Collaborative Creation | Based on 73 DocSend reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 84% (Based on 73 reviews) |
Analytics
Engagement Tracking | Based on 124 DocSend reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 94% (Based on 124 reviews) | |
Proposal Effectiveness Reporting | Based on 114 DocSend reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 90% (Based on 114 reviews) | |
Reporting and Dashboards | Based on 120 DocSend reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 90% (Based on 120 reviews) | |
Reporting | Based on 103 DocSend reviews. Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral | 86% (Based on 103 reviews) | |
Alerts | Notification as to when a prospects interacts with a piece of collateral This feature was mentioned in 103 DocSend reviews. | 89% (Based on 103 reviews) | |
Account-Based Engagement | Based on 94 DocSend reviews. The level of engagement for a specific account based on the presented collateral | 87% (Based on 94 reviews) | |
Content Utilization | As reported in 99 DocSend reviews. How frequently sales teams use a particular piece of content and its effectiveness | 87% (Based on 99 reviews) | |
Engagement Insights | Provides insights including completion rate and call-to-action rate. | Not enough data | |
Viewer Insights | Provides the user with viewer insights, such as who watched a video and how long the video was watched. | Not enough data |
Administration and Platform
User, Role, and Access Management | Based on 102 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. | 85% (Based on 102 reviews) | |
Alerts and Notifications | Based on 114 DocSend reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 88% (Based on 114 reviews) | |
CRM Integration | Based on 54 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. | 81% (Based on 54 reviews) | |
API / Integrations | Based on 55 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. | 80% (Based on 55 reviews) |
Content Management
Content Import | Based on 111 DocSend reviews. Ability to import sales and marketing collateral built outside of the solution | 89% (Based on 111 reviews) | |
Content Creation | Overall functionality of building unique sales and marketing collateral within the product 79 reviewers of DocSend have provided feedback on this feature. | 86% (Based on 79 reviews) | |
Advanced Search | As reported in 85 DocSend reviews. Ability to search through all content to easily find necessary collateral | 82% (Based on 85 reviews) | |
Content Storage | Overall storage and organziation capabilities 100 reviewers of DocSend have provided feedback on this feature. | 88% (Based on 100 reviews) |
Presentation
Live Presentation | As reported in 66 DocSend reviews. Ability to present to a prospect in-person | 85% (Based on 66 reviews) | |
Screenshare | Virtual presentation capabilities via sharing screens This feature was mentioned in 61 DocSend reviews. | 81% (Based on 61 reviews) | |
Mobile Presentation | The option to present live on a mobile device 65 reviewers of DocSend have provided feedback on this feature. | 85% (Based on 65 reviews) |
Platform Basics
Document Permissions | Provides granular user permission options related to document viewing and editing 76 reviewers of DocSend have provided feedback on this feature. | 86% (Based on 76 reviews) | |
Mobile | As reported in 67 DocSend reviews. Offers user access across mobile platforms | 79% (Based on 67 reviews) | |
Document Security | As reported in 71 DocSend reviews. Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning | 84% (Based on 71 reviews) | |
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. | Not enough data | |
Video Capture | Provides the ability to video capture a user's full desktop, specific window or a small portion of the user's screen. | Not enough data | |
Image Editor | Allows users to edit and annotate screen captures and video captures with markup tools and image editing tools. | Not enough data |
Platform Content
File Sharing | Has secure file sharing capabilities for internal or external sharing 83 reviewers of DocSend have provided feedback on this feature. | 88% (Based on 83 reviews) | |
Scrolling Capture | Allows users to capture a full screen capture while scrolling down a page. | Not enough data | |
Screen Record | Helps users record a video capture and save it as a video file, audio file or GIF file. | Not enough data |
Platform Additional Functionality
Watermarks | As reported in 60 DocSend reviews. Automatically generates watermarks on documents when it is downloaded, viewed or printed | 78% (Based on 60 reviews) | |
File Sharing | Provides robust sharing and publishing options. | Not enough data | |
Platform Search | Lets users search the platform for saved screen and video captures, as well as stock images. | Not enough data |
Platform Data
Reporting | Provides metrics around user history, such as document views and edits 82 reviewers of DocSend have provided feedback on this feature. | 83% (Based on 82 reviews) |
Platform Performance
Drag and Drop Upload | Allows users to drag a file or folder into the platform for one-click upload 85 reviewers of DocSend have provided feedback on this feature. | 87% (Based on 85 reviews) | |
Bulk Upload | Allows users to upload several files at once 72 reviewers of DocSend have provided feedback on this feature. | 81% (Based on 72 reviews) | |
Full Text Search | As reported in 63 DocSend reviews. Find content or files using keywords, metadata, tags, etc. | 80% (Based on 63 reviews) |
Content
Versioning | Stores different versions of a document. This feature was mentioned in 11 DocSend reviews. | 76% (Based on 11 reviews) | |
E-Signature | Allows users to provide an e-signature within the platform. This feature was mentioned in 10 DocSend reviews. | 87% (Based on 10 reviews) | |
File Request | Based on 12 DocSend reviews. Allows businesses to request files from clients. | 76% (Based on 12 reviews) |
Platform Features
Video Capture | Provides the ability to video capture a user's full desktop, specific window, or portion of their screen. | Not enough data | |
Image Editor | Provides the ability to edit the captured content. | Not enough data | |
Screen Capture | Allows users to capture their screen as a still image of their desktop, browser window, or portion of their screen. | Not enough data | |
Scrolling Capture | Allows users to capture a full screen capture while scrolling down a page. | Not enough data | |
Screen Record | Allows users to record their screen, camera, or both at the same time. Captures the camera, microphone, and screen simultaneously. | Not enough data |
Organization
Search | Provide users with the ability to search all recorded and captured content in their library. | Not enough data | |
Permissions | Allows users to control who has viewing and editing access to a recording. | Not enough data | |
Organization | Provides a library that can be used to organize videos into folders. | Not enough data |
Customization
Customizable Thumbnails | Allows users to add custom thumbnails to recorded videos. | Not enough data | |
Annotations | Provides a drawing or annotation tool to use while recording a video. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
Agentic AI - Cloud Content Collaboration
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data |
Agentic AI - E-Signature
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Sales Enablement
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data |
Agentic AI - Screen and Video Capture
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
