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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 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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

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 Supported
Free Trial Supported

Pricing

$100/user/month
Free Version Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Dropbox
Founded: 2004
United States
docsend.com

Company Information

RELAYTO
Founded: 2017
United States
relayto.com

Alternatives

Alternatives

Projectfusion

Projectfusion

OD Consultancy Ltd
Uberflip

Uberflip

PathFactory

Categories

Categories

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

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

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

Content Collaboration Features

Client Portal Supported
Cloud Storage Supported
Digital Asset Management Supported
Document Creation / Editing Supported
Document Management Supported
Electronic Signature Not Supported
Feedback Management Supported
File Sharing Supported
Messaging / Discussion Supported
Real-Time / Interactive Editing Supported
Roles / Permissions Supported
Search Supported
Version Control Supported
Video / Image Editing Supported
Workflow / Approval Process Not Supported

Document Management Features

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

Sales Content Management Features

Audio / Video Recording Supported
Audio File Management Supported
Branded Sales Content Supported
Centralized Sales Content Repository Supported
Collaboration Tools Supported
Content Recommendations Supported
Email Management Not Supported
Engagement Analytics Supported
Interaction Tracking Supported
Personalization Supported
Sales Partner Management Supported
Sales Training / Onboarding Supported
Video File Management Supported

Sales Enablement Features

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

Content Creation Features

Advertising Content Creation Not Supported
Case Study Creation Supported
Collaboration Tools Supported
Content Calendar Not Supported
Content Creator Marketplace Not Supported
Content Curation Supported
Content Planning Supported
Content Topic Research Supported
Create Reports Supported
Marketing Content Creation Supported
Quiz Creation Not Supported
Sales Content Creation Supported
Template Creation Supported
User-Generated Content Supported
Video Content Creation Supported
Visual Content Creation Supported
Written Content Creation Supported

Content Marketing Features

Audience Targeting Supported
Brand Management Supported
Campaign Management Supported
Categorization / Grouping Supported
Conversion Tracking Supported
Distribution Management Supported
Editorial Calendar Not Supported
Multi-Channel Publishing Supported
Publish Scheduling Not Supported
SEO Management Supported
Social Media Management Supported
Video Management Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Not Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Flipbook Features

Editing Tools Supported
File Converting Supported
Reporting / Analytics Supported
Table of Contents Supported
Templates Supported

Presentation Features

3D Objects Supported
Animations & Transitions Supported
Audio Content Supported
Collaboration Tools Supported
Content Library Supported
Customizable Templates Supported
Media Library Supported
Offline Editing Not Supported
Offline Presenting Supported
Screen Sharing Supported
Search/Filter Supported
Templates Supported
Video Content Supported

Integrations

Box Supported
Dropbox Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Google Drive Supported
HubSpot Service Hub Not Supported
Jointl Supported
LeadMaster Supported
LinkedIn Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Supported
Microsoft Teams Not Supported
Outreach Supported
PersistIQ Supported
Vimeo Not Supported
Wix Not Supported
Wufoo Supported
YouTube Not Supported
Zoom Not Supported

Integrations

Box Supported
Dropbox Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Google Drive Not Supported
HubSpot Service Hub Supported
Jointl Not Supported
LeadMaster Not Supported
LinkedIn Supported
Microsoft 365 Supported
Microsoft Outlook Not Supported
Microsoft Teams Supported
Outreach Not Supported
PersistIQ Not Supported
Vimeo Supported
Wix Supported
Wufoo Not Supported
YouTube Supported
Zoom Supported
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