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The best thing about DocSend is the simplicity and the ability to track potential investors. As an Executive Assistant, it takes seconds to let our team know who has opened the document and the time they spent. It also helps decide which appointments to schedule based on interest. In fact, the ability to determine which meetings to schedule has saved our CEO, Financial Analyst, and executives time which has lead to not wasting resources. At the end of the day, DocSend not only has met our needs but is the reason we keep using it deal after deal. Review collected by and hosted on G2.com.
The cost of DocSend is quite steep. Perhaps it would benefit from having different tiers, but understand the complete picture of docusend and the advantages the platform provides. The yearly subscription and monthly subscription is appreciated. Review collected by and hosted on G2.com.
I like how user-friendly this program is. It's quite easy to figure out, and if you don't know how to do something there are articles and someone on chat that helps you asap. Second would be mail pdf tracking and being able to see who looked at what document and for how long. Review collected by and hosted on G2.com.
If you have two sister companies, you can't use the premium subscription for two different accounts you need to buy two different licenses and it's not cheap. The other thing is the e-signature could be a little better, we use DocuSign and it looks like they took part of DocuSign's process, but didn't take all the good parts of it. It's just not user friendly as DocuSign when it comes to e-signatures. Lastly, they could improve on the spaces which would be great if it had multi-tiered access and different NDAs that could be filled it based on a property address or whatever item it is they need rather than having one NDA that fits all categories. For example, if they fill in this document it would go through an approval process and once they are approved they have access to this level of documents within the spaces folder. Review collected by and hosted on G2.com.
Fast interface for standard document signing, with easy to use interface. It does not force you to do multiple unnecessary steps for basic document signing as other products require. Review collected by and hosted on G2.com.
The finalized document comes out as a zip file, which can be excellent in some situations but not required in most. Review collected by and hosted on G2.com.
Best way to share documents with colleagues, contacts, customers, and prospects. You can easily see who is looking at your document, what they're looking at, with a breakdown of how long each page is viewed. Insights like this allow you to adjust presentations to ensure they're captivating. Review collected by and hosted on G2.com.
Some features are not mature enough yet - the esignature functions need more flexibility to allow full customization and capture the necessary information. It's currently limited to only a few pre-specified fields Review collected by and hosted on G2.com.
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That we can see who clicked on our links and for how long they visited each page. The depth of the analysis allows us to know who's really interested and in what, and how to tweak our docs for improvement. Review collected by and hosted on G2.com.
.png and .jpeg images have to be downloaded to be viewed. Review collected by and hosted on G2.com.
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From investor documents to sales presentations to flexible workflows, DocSend makes it incredibly easily to get documents to users, track their usage, and keep them updated. Review collected by and hosted on G2.com.
Sometimes it can be confusing how to upload and manipulate documents vs folders vs spaces, but the learning curve is not bad. Review collected by and hosted on G2.com.
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Easy to upload docs for signing and adding fields for respective signers. The experience is very streamlined and intuitive for a new user. Review collected by and hosted on G2.com.
A little confused about how the email to signer works. Wasn't sure if we can have one template for different signers of the same template. Review collected by and hosted on G2.com.
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Spaces help me create beautiful customer document experiences.
E-signature makes signing essential documents a breeze. Review collected by and hosted on G2.com.
It would be helpful if videos could be more easily integrated into Docsend. Review collected by and hosted on G2.com.