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About

DocBoss is a cloud-based software designed specifically for the needs of suppliers submitting documentation to engineering firms. From defining the initial vendor document list to formatting submittals and compiling databooks, DocBoss does everything you wish you didn’t have to. Some of the features included in every subscription: • Automatically fill in customer templates (cover pages, transmittal sheets, document indexes) • Generate final databooks with a few clicks • Track due dates, with automated reminder emails to your team • Automatically track changes to the document list based on equipment order changes • View comprehensive, automated history of documents and submittals • Easily share large files with customers and suppliers • Mark up documents and export comments

About

DocSend from Dropbox is a secure document sharing and deal management platform that helps businesses manage, track, and share sensitive documents with control. The platform supports use cases such as mergers and acquisitions, due diligence, fundraising, board meetings, investor relations, and client portals. Users can upload documents, create virtual data rooms, manage permissions, require NDAs, and update shared files without disrupting viewers. DocSend also provides visitor analytics that show when recipients open shared links and how they engage with each document. Its security features, group permissions, dynamic watermarking, eSignature, and compliance support help teams protect confidential materials during important business processes. DocSend is designed to help companies, founders, investors, and financial teams share information confidently, understand stakeholder interest, and move deals forward more efficiently.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Suppliers of process equipment who submit custom documentation to EPC customers.

Audience

DocSend is best suited for founders, startups, investors, finance teams, M&A teams, sales organizations, professional services firms, nonprofits, and businesses that need secure document sharing, virtual data rooms, permissions, NDAs, and detailed engagement analytics

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.3 / 5
design 3.3 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • DocSend is a secure document sharing platform, it allows to share with password lock method. On the positive side, it's very intuitive and easy to setup. Role-based permission is also allowed to give the user-specific access permission. As a user and administrator I highly recommend this.
  • The software works well for small and slightly larger companies, but for bigger transactions or companies this falls short on several levels:
  • DocSend helps us to keep our confidential documents secure and accessible at any time. Some of its features are instant notifications, live present, real-time content, document watermarking, viewer verification, custom reporting etc. Easily integrates with Gmail, Dropbox, OneDrive and Outlook. It creates unique link for each viewer we want to track. Multiple documents can be shared at a time. Secure and reliable app.

Cons

  • DocSend is good for document sharing but the interface is slightly bad.
  • Each "Space" can only accommodate 1000 documents. This may sound like a lot, but uploading monthly statements from several bank accounts and several years can easily take up a significant amount of this. And it's not disclosed. You cant upload a "folder" you have to recreate the folder and then upload contents. If you have several folders within folders you have to recreate this structure in DocSend. While it is only $10 per user -- I am paying +$200 per month because I needed larger Space size (1000 documents). The navigation to update or add users is terrible: 1. Go to Space 2. Hit "Share" 3. Press the "..." that shows up on next screen 4. Hit "Edit Link Settings" 5. Hit "Manage" 6. Enter email, hit "Add" Also, the platform does not notify members if a document is added or updated -- so the users need to be notified after you upload or change a doc. And support is not immediate -- usually about an hour and not available on weekends.
  • Customer support are very supportive. Love the way they handle issues. No cons.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocBoss
Founded: 2010
Canada
www.docboss.com

Company Information

Dropbox
Founded: 2004
United States
docsend.com

Alternatives

Alternatives

Total Lean Management (TLM) Software

Total Lean Management (TLM) Software

Lean & Mean Business Systems
Projectfusion

Projectfusion

OD Consultancy Ltd
DigiDocs

DigiDocs

Digio.in
Gavel

Gavel

Gavel.io

Categories

Categories

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Integrations

Axis LMS
Box
Desktop.com
Dropbox
Egnyte
Fundify
Gmail
HubSpot Customer Platform
IFTTT
LeadMaster
Mailchimp
Microsoft OneDrive
Microsoft Outlook
Outreach
PersistIQ
Rambox
Salesloft
Wufoo
Yesware
Zapier

Integrations

Axis LMS
Box
Desktop.com
Dropbox
Egnyte
Fundify
Gmail
HubSpot Customer Platform
IFTTT
LeadMaster
Mailchimp
Microsoft OneDrive
Microsoft Outlook
Outreach
PersistIQ
Rambox
Salesloft
Wufoo
Yesware
Zapier
Claim DocBoss and update features and information
Claim DocBoss and update features and information
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information