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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

How do you 100X you content? RELAYTO is the #1 Interactive Experience platform that transforms your static content (PDFs, MP4s, images) into engaging interactive experiences, enabling viewers to choose their own path and self-educate. With RELAYTO, you can create an unlimited number of public and private interactive experiences equipped with security, permissions and user management to control who has access to your content. Metrics deliver insights on 360 digital body language, activity and intent, summarizing when & where viewers spent their time, so you can prioritize your outreach efforts... and keep improving your content. From e-books and white papers to pitches and proposals RELAYTO is the simplest way to make your existing content captivating and insightful.

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

Anyone that wants to turn documents into interactive presentations and webpages

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

$100/user/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 4.8 / 5
features 5.0 / 5
design 5.0 / 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

  • One of the things that stand out about RELAYTO is its focus on storytelling. The platform provides a range of tools that can help users create engaging and interactive stories that can capture the attention of their audience. These tools include a range of templates, interactive wedges, and multimedia elements that can help bring stories to life.
  • 1. Transform our bulky attachments (PDFs and spreadsheets) which could easily not get through email filters for large institutional investors - to visually stunning content web-based experiences to share with our decision-makers. It's a professional way to share large attachments and stand out from our competition. 2. In easy steps we simply drag-drop our supporting content pieces from the library our upload a brand-new personalized PDFs. 3. It's interconnected. No matter what type of content we share with our buyers, YouTube videos, PowerPoint presentations, PDF proposals, Blog URL’s, RELAYTO seamlessly surfaces the content to your audience in personalized journey, an experience that makes them consume more. 4. The security not only ensures the content gets in the right hands, but also gives us granular insights into individual level engagement
  • RELAYTO is a simple, easy-to-use platform that provides a seamless transition for old information into the new digital era. Whether it is generating content for B2B sales or communicating directly to the consumers, RELAYTO does so in an efficient and effective manner.
  • 1. Visuals are fantastic and very sleek. 2. There is a great pool of transitions/animations to. choose from to create a more interactive experience.
  • 1. Speed-to-deliver: I went from a PowerPoint to an interactive website in a few minutes. 2. Design Flexibility: on top of AI-driven capabilities -- there is fully-featured design studio that gives no-code ability to embed anything from videos to surveys to other documents and to apply branding. 3. Intelligent distribution option and deep analytics about individual level engagement (down to hovers and clicks on unique page).

Cons

  • Like any other tool, it can take some getting used to. Support team is readily available tho.
  • The biggest challenge is that we cannot take full advantage of RELAYTO capabilities due to the relatively dry / limited nature of our existing content library. RELAYTO makes us aware that we can raise up our content game a bit and invest more in different content types like video
  • The user interface is mostly intuitive and requires no coding experience. However, some of the tools within the platform require some onboarding in order to use them effectively (the RELAYTO team has been very helpful). Overall, the platform is versatile and can easily be leveraged to create world-class experiences.
  • 1. Sometimes the document animations lag a little; it shouldn't be too much of a problem with newer browser softwares.
  • When I used the platform it was super valuable, but time-consuming to build out non-linear website-like navigation. This has recently been automated - so the algorithms do the work. Great news.

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

RELAYTO
Founded: 2017
United States
relayto.com

Alternatives

Alternatives

Uberflip

Uberflip

PathFactory

Categories

Categories

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

Document Control Features

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

Content Collaboration Features

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

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 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

Content Creation Features

Advertising Content Creation
Case Study Creation
Collaboration Tools
Content Calendar
Content Creator Marketplace
Content Curation
Content Planning
Content Topic Research
Create Reports
Marketing Content Creation
Quiz Creation
Sales Content Creation
Template Creation
User-Generated Content
Video Content Creation
Visual Content Creation
Written Content Creation

Content Marketing Features

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Flipbook Features

Editing Tools
File Converting
Reporting / Analytics
Table of Contents
Templates

Presentation Features

3D Objects
Animations & Transitions
Audio Content
Collaboration Tools
Content Library
Customizable Templates
Media Library
Offline Editing
Offline Presenting
Screen Sharing
Search/Filter
Templates
Video Content

Integrations

Box
Dropbox
HubSpot CRM
HubSpot Customer Platform
Salesforce
Adobe Analytics
Alteryx
Eloqua
Google Analytics
Google Docs
Highspot
Indent
Microsoft Power Apps
Microsoft PowerPoint
Mural
Nekton.ai
Quip
Uberflip
Yesware
empower

Integrations

Box
Dropbox
HubSpot CRM
HubSpot Customer Platform
Salesforce
Adobe Analytics
Alteryx
Eloqua
Google Analytics
Google Docs
Highspot
Indent
Microsoft Power Apps
Microsoft PowerPoint
Mural
Nekton.ai
Quip
Uberflip
Yesware
empower
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information
Claim RELAYTO and update features and information
Claim RELAYTO and update features and information