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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.

About

The Outreach Sales Execution Platform helps sales teams efficiently create pipeline and predictably close more deals. Outreach is the only complete platform that empowers the entire sales organization — from sellers to front-line managers, sales leadership, and ops — to create and close more pipeline. If you're looking to win more deals by personalizing, prioritizing, and analyzing sales activities, turn to Outreach. Outreach is the #1 sales engagement platform dedicated to make every sales team more effective at selling. From creating pipeline to optimizing sales workflows, Outreach helps to ensure that you achieve your sales goals. Top tools include sales sequences and dialer, sales email and tracking, outreach everywhere, sales intelligence, email and content templates, analytics and reporting, and coaching analytics.

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

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

Audience

Chief Revenue Officer, Chief Sales Officer, SVP/RVP Sales, VP Sales, Sales Director, Sales Manager, Sales Operations, Sales Enablement.

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

$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

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.6 / 5
support 4.8 / 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.

Pros & Cons from Real Users

Pros

  • As an SDR, I love how simple it is to create and edit sequences. On a daily basis we send a lot of emails so it's very important to have a tool that makes it as simple as possible. We have to do everything from Outreach (cold calls, sequenced emails, leave voicemails, etc) so it helps us save a lot of time and we can contact more people per day. It is really time efficient.
  • Their training team is highly professional and makes onboarding seamless for my team. The user interface is super appealing. It keeps you updated on every opportunity for sales. Easy to analyze and modify sales pipeline. It helps you to increase your conversion rate of leads. Detailed reports on sales activity.
  • It has a good dashboard that helps me positively visualize the functions. The calendar has impressive releases in each edition. It is imperative to trigger a multi-touch activity sequence in terms of sales. It integrates with Salesforce and other relevant software.
  • I love that it integrates with Salesforce and simplifies the process of logging tasks. More than anything though I love that the sequences help me to follow up with my prospects in a regular cadence.
  • The software handles sales automation that helps us to speed up all workflows that include our sales team communications. With the platform it is easy to create strategies that are attached to email, voice calls and social media. Outreach is a good fit for sales management services that do not focus directly on funnel management.

Cons

  • Sometimes it gets stuck out of nowhere and you have to kinda reset it.
  • Loved the Outreach platform. No cons experienced.
  • It is impossible to change the steps or edit them when activating a sales sequence; I have to recreate one from scratch.
  • You can filter your tasks by certain criteria but not by step in the sequence. (Currently)
  • Unlike other services of its kind, Outreach cannot be implemented as an extension for Help Desk services, so it doesn't seem to be possible to perform actions such as help desk ticket scanning in Outreach. In any case, Outreach still maintains many qualities that keep it at the forefront of today's sales world.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dropbox
Founded: 2004
United States
docsend.com

Company Information

Outreach
Founded: 2014
United States
outreach.io

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

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

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

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

Sales Content Management Features

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

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

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Account Based Marketing Features

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Customer Data Platforms (CDP) Features

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Intelligence Features

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Performance Management Features

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Integrations

Desktop.com
Gmail
HubSpot CRM
HubSpot Customer Platform
Indent
Mailchimp
Microsoft Outlook
Salesforce
Stackreaction
Storydoc
Drift
Dropbox Dash
Enablix
Microsoft 365
RocketReach
Salesmotion
Signum.AI
Spekit
Starbridge
Wiza

Integrations

Desktop.com
Gmail
HubSpot CRM
HubSpot Customer Platform
Indent
Mailchimp
Microsoft Outlook
Salesforce
Stackreaction
Storydoc
Drift
Dropbox Dash
Enablix
Microsoft 365
RocketReach
Salesmotion
Signum.AI
Spekit
Starbridge
Wiza
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information
Claim Outreach and update features and information
Claim Outreach and update features and information