ShareFile

ShareFile

Progress Software
+
+

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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

Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clients

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

Companies of all sizes

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

$50 per 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 4.6 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.5 / 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.

Pros & Cons from Real Users

Pros

  • It is the security of all our data in a much more immediate way, that it is based on the cloud gives us confidence and the necessary storage to upload all our documents. It is a totally confidential and personalized system; we can create our own useful and unique workspace that allows us to customize in detail adjusting the options to our work requirements. Having access from any device has opened the doors and a million possibilities for each member of the work team to access the application and exchange or receive files properly, without any type of limitation or sending capacity. It allows us to classify the documents to maintain order and organization in all our work, separating by areas, making it much more comfortable for us to search through filters or mobilize the documents. It allows us to store data, everything we want to keep safe Citrix will do it through encryption, we know that it is 100% committed to security and that absolutely everything will be in the cloud under coverage, so if we need to store something immediately, we send it to Citrix and its protection will be assured. In Citrix ShareFile we store the entire database of our clients, we can transfer each data, organize and categorize and thanks to the security that it provides us, I know that the data of each of our clients will always be safe.
  • For our organization, Sharefile has been of complete benefit because it is perfect for making important and confidential contracts relying completely on the anti-hacking security it offers. Similarly, it has partnerships and integration with Office formats that makes it easy to synchronize and store files in the cloud to share with any employee who has access to the account.
  • Simple to manage. Simple for end my users to use. Simple for my users to use with their clients. Can layer security as deep as you want.
  • It has a good integration alliance with Office and allows us to work collaboratively with all the files we have synchronized without exception. Likewise, it is useful for sharing elements to manage confidential contracts with the security that the platform provides and avoids hacking or information leaks.
  • With Sharefile all our information stored in the cloud can be easily accessible, and we can create, in addition to our own folders for purely personal use, a file box for files that we do not need at the moment, but in the long term, and a trash, with files that eventually will be deleted.

Cons

  • I find the integration with other important platforms of which I would like to guarantee the storage of data that I contain there but I have not been able to due to its lack of integration solidity. We had billing automatically and when we wanted to make some adjustments at the time it was difficult for us to do this and we had to contact support to solve it, being able to configure it on our own would be much better and more efficient. Managing the permissions is not that comfortable either, many times we need to adapt the permissions so that several colleagues are also administrators, and it is cumbersome to add them one by one as we want. It has not been an error or nothing else has happened to us, but we receive constant notifications that the system is being updated and we do not know why, why it is so constant or if it is an error. We do believe it is important that the interface be expanded with new and better tools that give us a much broader and more solid user experience when it comes to sharing, editing, and organizing files. Sometimes we find that it does not synchronize in real time, which interferes with our work, we must update many times until new data or documents appear. I think there are a couple of important points that I truly believe that if they are improved, it can make Citrix a perfectly safe and comfortable place to store each of our important data.
  • With the daily use of the application we have observed that when you have an estimated 20GB of storage usage, the platform becomes very slow and it is difficult to process certain functions. Similarly, when transferring files that exceed a weight of 1G Sharefile has an unexpected shutdown and very rarely deletes files that were previously synced.
  • There are no cons that I have come across thus far.
  • Although its specifications clarify that it has a capacity to share large files up to 100GB, we have found that the platform becomes slow and transfers are mostly cancelled. Also, we have had problems with synchronization and deletion of less heavy files without recovery option.
  • Sharefile has its own inbox for messages, but this cannot be connected to our main mailing service, so with Sharefile we cannot manage our Outlook or Gmail mailing lists automatically, forcing us to opt for purely manual management of our content.

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

Progress Software
Founded: 1981
United States
www.sharefile.com

Alternatives

Alternatives

Projectfusion

Projectfusion

OD Consultancy Ltd

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

Document Control Features

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

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

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Integrations

Desktop.com
Indent
Microsoft Outlook
Salesforce
Wufoo
AuthPoint
Axonius
BlueCamroo
Clarity Security
Crowdin
Diplomat Managed File Transfer
DoubleClue
Egnyte
Formstack Documents
Make
Proventeq
QuickBooks Online Advanced
ShareFile Virtual Data Room
Storydoc
Teamstack

Integrations

Desktop.com
Indent
Microsoft Outlook
Salesforce
Wufoo
AuthPoint
Axonius
BlueCamroo
Clarity Security
Crowdin
Diplomat Managed File Transfer
DoubleClue
Egnyte
Formstack Documents
Make
Proventeq
QuickBooks Online Advanced
ShareFile Virtual Data Room
Storydoc
Teamstack
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information
Claim ShareFile and update features and information
Claim ShareFile and update features and information