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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
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

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
QR Mark

QR Mark

Trycon Technologies Private Limited

Categories

Categories

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
Dropbox
Fundify
Gmail
Google Drive
HubSpot CRM
IFTTT
Indent
Jointl
LeadMaster
Mailchimp
Microsoft OneDrive
Microsoft Outlook
Nekton.ai
Outreach
PersistIQ
Salesforce
Wufoo
Zapier

Integrations

Axis LMS
Box
Dropbox
Fundify
Gmail
Google Drive
HubSpot CRM
IFTTT
Indent
Jointl
LeadMaster
Mailchimp
Microsoft OneDrive
Microsoft Outlook
Nekton.ai
Outreach
PersistIQ
Salesforce
Wufoo
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