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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

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

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

DocBoss
Founded: 2010
Canada
www.docboss.com

Company Information

Dropbox
Founded: 2004
United States
docsend.com

Alternatives

Alternatives

Projectfusion

Projectfusion

OD Consultancy Ltd
Total Lean Management (TLM) Software

Total Lean Management (TLM) Software

Lean & Mean Business Systems
DigiDocs

DigiDocs

Digio.in

Categories

Document Control Supported

Categories

Document Control Features

Archiving & Retention Supported
Automated Routing Supported
Change Management Supported
Compliance Management Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Supported
Version Control Supported

Document Control Features

Archiving & Retention Not Supported
Automated Routing Not Supported
Change Management Not Supported
Compliance Management Not Supported
Electronic Signature Supported
Escalation Management Not Supported
Periodic Review Not Supported
Version Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Not Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

Axis LMS Not Supported
Box Not Supported
Desktop.com Not Supported
Dropbox Not Supported
Egnyte Not Supported
Fundify Not Supported
Gmail Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
IFTTT Not Supported
Jointl Not Supported
Microsoft Outlook Not Supported
Outreach Not Supported
PersistIQ Not Supported
Rambox Not Supported
Salesloft Not Supported
Stackreaction Not Supported
Storydoc Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Axis LMS Supported
Box Supported
Desktop.com Supported
Dropbox Supported
Egnyte Supported
Fundify Supported
Gmail Supported
Google Drive Supported
HubSpot CRM Supported
IFTTT Supported
Jointl Supported
Microsoft Outlook Supported
Outreach Supported
PersistIQ Supported
Rambox Supported
Salesloft Supported
Stackreaction Supported
Storydoc Supported
Wufoo Supported
Zapier Supported
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