DocuMatix

DocuMatix

Marquis Software Solutions
DocuSend

DocuSend

DocuSend Inc
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About

DocuMatix is our digital marketing suite designed specifically for financial institutions. More than email, it combines key digital and mobile marketing tools in one intuitive interface. Email marketing, automated surveys, event management, and text messaging are all included. DocuMatix On Demand brings marketing automation to your digital marketing, delivering messages in real time or when you schedule them. The SaaS model is all about keeping it simple. By offering solutions that require only an internet browser to use, it’s easy to avoid the overhead and expense of installing and maintaining additional hardware and software. Real-time reporting means instant access to data. This provides accurate tracking and ongoing assessment of marketing campaign results. To ensure that all our clients maintain compliance with the CAN-SPAM Act, we maintain whitelist status at AOL, Hotmail, MSN, and over 40,000 other ISPs. Being recognized in the industry as a “permission-based” sender.

About

Remotely send your documents directly to the United States Postal Service through our cloud-based mailroom. DocuSend works with any accounting, billing, or CRM software that produces PDF documents containing a valid mailing address. Users can upload directly, or developers can integrate our REST API to offer a "Send Mail" button in their software, either as a reseller or for internal direct connectivity. There are enormous economic advantages for any business or organization that needs to safely print and mail documents on demand. We also offer an automated email service called DocuLink that lets you know which users open the document links sent and makes it easy to follow up with a hard copy if needed. We are sure that one of our features will improve your mailing experience: DocuSend, DocuLink or the Print-To-Mail Rest API will streamline the manual and time-consuming print, mail and email process.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Financial institutions that need a marketing software solution

Audience

Companies that want to mail invoices, letters and other PDF documents

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$1.28 for 1pg 8.5x11" document
Pay-as-you-go. 1 page B&W document is $1.28 including 1st class postage. No minimums, contracts or set-up fees. Add $0.09 for color. QuickBooks Online users get 33% off first upload. See website for details.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.5 / 5
features 4.5 / 5
design 4.4 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • -It offers a very well-organized and straightforward UI. -You can create shortened links. -All your documents get stored in a secure manner. -You can open documents directly in DocuSend HTML viewer.
  • Provides a safe and efficient means of mailing. Very good print quality. The setup for multiple employees was easy.
  • The Speed of being able to send our log price sheets. i have a list of approximately 80 log suppliers, previously i was doing everything by hand, DocuSend saved me hours of stuffing envelopes, saving thousands of dollars every year.
  • Affordable, convenient and professional. Integrates perfectly with QuickBooks Online. Very easy to use.
  • We are a community association and this is a great time saver when we send out out bill and mailings. Alice answers all of our questions as well as resolves any problems that arise.

Cons

  • -Sometimes the website gets crashed suddenly. -Absence of pdf converter.
  • None. Since everything worked as promised there is nothing I can complain about.
  • Having to do the mail merge on Excel to a PDF document. DocuSend should have an option to just send the Excel mailing list without having to go through the mail merge option.
  • UI is a bit clunky, needs to be updated but not difficult.
  • Would like to be able to download a copy of each mailing we sent out but not a big deal.

Training

Documentation Not Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Marquis Software Solutions
United States
gomarquis.com/marketing-solutions/

Company Information

DocuSend Inc
Founded: 1991
United States
www.docusend.biz

Alternatives

Alternatives

Publitrac

Publitrac

PUBLITECH
DocuTrack

DocuTrack

RedSail Technologies
Switch

Switch

Quadient

Categories

Categories

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Not Supported
Lead Scoring Not Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Not Supported
Website Visitor Tracking Not Supported

API Management Features

Access Control Supported
Analytics Not Supported
API Design Not Supported
API Lifecycle Management Not Supported
Dashboard Supported
Developer Portal Not Supported
Testing Management Not Supported
Threat Protection Not Supported
Traffic Control Not Supported
Version Control Not Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Not Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Not Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Not Supported

Direct Mail Automation Features

A/B Testing Not Supported
Analytics/Reporting Supported
Campaign Management Not Supported
Data Import/Export Supported
Delivery Tracking Supported
Design Management Not Supported
Event Triggered Mailings Supported
List Scrubbing Not Supported
Mailing List Purchasing Not Supported
Mailing Services Integration Supported
Pre-made Templates Supported
Printing Services Integration Supported
Response Alerts Not Supported

Integrations

Banyon Data Fund Accounting Not Supported
Banyon Utility Billing Not Supported
Biller Genie Not Supported
FreshBooks Not Supported
Haletale Not Supported
MyCommunity Not Supported
OneBill Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
TimelyBill Not Supported
Utility Star Not Supported
Workhorse Utility Billing Not Supported

Integrations

Banyon Data Fund Accounting Supported
Banyon Utility Billing Supported
Biller Genie Supported
FreshBooks Supported
Haletale Supported
MyCommunity Supported
OneBill Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
TimelyBill Supported
Utility Star Supported
Workhorse Utility Billing Supported
Claim DocuMatix and update features and information
Claim DocuMatix and update features and information
Claim DocuSend and update features and information
Claim DocuSend and update features and information