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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

TigerLRM is an All-in-One CRM with Sales Enablement built right in. Essential tools Include Content Management, Training & Coaching, a Sales Playbook, a Digital Asset Management system, a robust Mobile App, and more. With TigerLRM, you get: Digital Asset Management: Consolidate your marketing by including all your digital assets, such as whitepapers, brochures, content, and collateral, in one easy-to-access database. Sales Playbook: Get your sales and customer service team centered on your marketing message and counter objections with your sales playbook. Learning Management: Train new hires and upgrade the skills of your existing employees. You can create your own courses. Sales Enablement: Every company needs a sales enablement professional to apply proper sales enablement in the organization. Your SE professional can guide sales and customer service teams during the client buying journey.

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 Supported
iPad Supported
Android Supported
Chromebook 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

Sales Leaders, Sales Teams, Sales Representatives, and Enablement Teams.

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

Free
Free for up to 10 users and then only $10 per month per additional user.
Free Version Supported
Free Trial Not 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 4.9 / 5
features 4.9 / 5
design 4.8 / 5
support 4.9 / 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

  • Provides everything needed to set any sales team up to close more deals and drive more revenue. This great CRM with built-in Sales enablement tools helps you 100% take the tedious day-to-day operations related to running or growing a sales team through the incredible help of their effective sales enablement program empowering the sales reps.
  • Really easy to use. Has features our sales team absolutely loves. Intuitive interface. Import, create and update contacts..
  • I was impressed by the huge catalog of features that my team can use to create custom reports once I have given them access. A major upgrade when it comes to managing leads!
  • CRM is full-feature, LMS adds so much value, and the Sales Playbook has made a big difference. Best part has been onboarding process and ongoing support.
  • Allowing my team to create and access a wide variety of reports, plus an abundance of features, is a game changer.

Cons

  • I cannot say there is something I do not like. I think it is so excellent that the only Con it has is my team becoming so dependent on it for its premium capabilities. It is really not easier to identify winners.
  • We haven't run into any problems yet with this platform.
  • Learning how to use it took some getting used to but their support team took the time to show me how to automate my workflows and optimize sales processes.
  • I wish I would've switched earlier. Also, WhatsApp integration would be great, will be coming soon from what I was told.
  • There is a mild learning curve, but their support is top-notch and after that, everything is intuitive.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Dropbox
Founded: 2004
United States
docsend.com

Company Information

TigerLRM
Founded: 2022
United States
tigerlrm.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Projectfusion

Projectfusion

OD Consultancy Ltd
Mindmatrix Bridge

Mindmatrix Bridge

Mindmatrix

Categories

Categories

AI CRM Supported
CRM Supported
Lead Management Supported
Lead Nurturing Supported
Sales Supported
Sales Enablement Supported
Sales Engagement 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

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

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

Sales Content Management Features

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

Sales Enablement Features

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

Sales Engagement Features

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

CRM Features

Calendar/Reminder System Not Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Lead Management Features

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

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Not Supported
Predictive Sales Analytics Not Supported
Quota Management Not Supported
Reporting / Analytics Supported
Sales Coaching Analysis Supported
Sales Gamification Not Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Not Supported
Territory Management Not Supported

Integrations

Microsoft Outlook Supported
Desktop.com Supported
Google Drive Supported
HubSpot Customer Platform Supported
IFTTT Supported
LeadMaster Supported
Mailchimp Supported
Microsoft OneDrive Supported
Nekton.ai Supported
QuickBooks Online Not Supported
Rambox Supported
RingCentral RingCX Not Supported
Salesforce Supported
Stackreaction Supported
Stripe Connect Not Supported
WhatsApp Not Supported
Wufoo Supported
Yesware Supported
Zapier Supported
Zoom Not Supported

Integrations

Microsoft Outlook Supported
Desktop.com Not Supported
Google Drive Not Supported
HubSpot Customer Platform Not Supported
IFTTT Not Supported
LeadMaster Not Supported
Mailchimp Not Supported
Microsoft OneDrive Not Supported
Nekton.ai Not Supported
QuickBooks Online Supported
Rambox Not Supported
RingCentral RingCX Supported
Salesforce Not Supported
Stackreaction Not Supported
Stripe Connect Supported
WhatsApp Supported
Wufoo Not Supported
Yesware Not Supported
Zapier Not Supported
Zoom Supported
Claim Dropbox DocSend and update features and information
Claim Dropbox DocSend and update features and information
Claim TigerLRM and update features and information
Claim TigerLRM and update features and information