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What is DocSend?

Stop sending attachments and start securely sharing documents with real-time insights and control, accessible from any location. This user-friendly platform for secure document sharing allows you to manage, distribute, and monitor your essential files effortlessly by simply sharing a link. You can enhance security measures, control who can download files, and revoke access whenever needed. With real-time intelligence, you will be well-prepared for your upcoming meetings, as you can update documents even after they've been sent, ensuring that everyone has the latest version. Integration with Outlook and Gmail simplifies document uploads and link sharing, while the use of passcodes and email verification adds an extra layer of protection to your files. You can also monitor whether any links have been shared further and regain control by disabling access when necessary. Enjoy a seamless viewing experience tailored to your brand, compatible with any device and without requiring file downloads. Investors and business partners appreciate the mobile-first viewing offered by DocSend, making it ideal for sharing various formats like PowerPoint, Keynote, PDFs, and GIFs. This innovative approach streamlines document management and enhances collaboration, ensuring that your audience always has access to the information they need, whenever they need it.

What is Copilot?

We help individuals remain updated and retain past information, thereby boosting their effectiveness in conversations. Sales representatives are equipped with the latest tactics and strategies that enhance the quality of their engagements with prospective clients. This method eliminates delays that can occur when information is slowly relayed from senior leadership to actual sales discussions. With a set of prepared questions to kick off conversations, representatives can concentrate on crucial points that improve both relevance and precision during in-depth dialogues. The Copilot feature allows representatives to uncover information they may not have realized they needed, thus expanding their knowledge base. Typically, when a representative seeks answers, they tend to consult their colleagues, which can shift the team's focus away from selling. Our platform acts as a centralized repository for all internal knowledge as well as materials and resources aimed at customers. Furthermore, with just a click, representatives can access the most recent documents, ensuring they are readily available for distribution. This streamlined access ultimately enhances communication and empowers sales teams to work more effectively. This advancement not only boosts productivity but also fosters a culture of continuous learning within the organization.

Media

Media

Integrations Supported

Box
Desktop.com
Dropbox
Gmail
Goodcall
InsForge
LeadMaster
Microsoft Outlook
Outreach
PersistIQ
Project Insight
Promptimize
Salesforce
Salesloft
Stackreaction
Storydoc
Supadev
Wufoo

Integrations Supported

Box
Desktop.com
Dropbox
Gmail
Goodcall
InsForge
LeadMaster
Microsoft Outlook
Outreach
PersistIQ
Project Insight
Promptimize
Salesforce
Salesloft
Stackreaction
Storydoc
Supadev
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DocSend

Date Founded

2013

Company Location

United States

Company Website

docsend.com

Company Facts

Organization Name

Copilot

Date Founded

2021

Company Location

United States

Company Website

www.copilotup.com

Categories and Features

Content Collaboration

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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Control

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

Document Management

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

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

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

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

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Sales Content Management

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

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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