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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

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.

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

Proposify supports sales professionals, wanting to create beautiful and customized proposals efficiently.

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
Free Version
Free Trial

Pricing

$35/month
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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

Proposify
Founded: 2012
Canada
www.proposify.com

Alternatives

Alternatives

Upland Qvidian

Upland Qvidian

Upland Software

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

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Stackreaction
Wufoo
Zapier
AccessOwl
Axis LMS
Desktop.com
FreshBooks
Google Drive
HubSpot Marketing Hub
Insightly
Keap
Mailchimp
Microsoft Outlook
Outreach
QuickBooks Online
Storydoc
servis.ai

Integrations

HubSpot CRM
HubSpot Customer Platform
Salesforce
Stackreaction
Wufoo
Zapier
AccessOwl
Axis LMS
Desktop.com
FreshBooks
Google Drive
HubSpot Marketing Hub
Insightly
Keap
Mailchimp
Microsoft Outlook
Outreach
QuickBooks Online
Storydoc
servis.ai
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information
Claim Proposify and update features and information
Claim Proposify and update features and information