DocuSend Reviews & Ratings

DocuSend

4.9 out of 5 stars

Ratings and Reviews 12 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is DocuSend?

Our mailroom solution, hosted in the cloud, enables users to dispatch documents remotely to the U.S. Post Office with ease. DocuSend is compatible with a wide range of accounting, billing, or CRM software that generates PDF files containing valid mailing addresses. Additionally, developers can seamlessly incorporate our REST API into their applications, allowing for the inclusion of a convenient "Send mail" button. This feature can serve both as an option for resellers and for direct internal connectivity. Any organization or business that requires on-demand printing and mailing of documents can enjoy significant cost savings. QuickBooks Online customers can take advantage of a 33% discount on their first DocuSend upload, and further details can be found on our website. By leveraging this service, users can streamline their mailing processes, ultimately enhancing operational efficiency.

What is Broadridge DocuBuilder?

Utilize a data-driven content management system to efficiently create and share regulatory documents with both accuracy and rapidity. With DocuBuilder, users can break down, categorize, and repurpose smaller, modular components like mutual fund details and descriptions of different policies and services. The platform features user-friendly metadata tagging, making it easy to integrate these components into any document seamlessly. Effortlessly manage complex regulatory fund documents with the help of DocuBuilder, an innovative tool that connects content elements across various formats and documents. When a modification is made to a content piece in one file, the system enables quick identification and simultaneous updating of other documents that contain that content, greatly simplifying the revision process for mutual fund regulatory submissions. Additionally, the system ensures that all output is automatically formatted to fulfill SEC filing standards. Increase your efficiency in making updates while ensuring consistency across documents. DocuBuilder empowers users to create, adjust, package, and distribute intelligent content from a single centralized hub, saving both time and resources in the process. Furthermore, this platform not only boosts productivity but also encourages collaboration among team members engaged in multiple regulatory initiatives, enhancing overall effectiveness and communication in the workflow.

Media

Media

Integrations Supported

Banyon Data Fund Accounting
Banyon Utility Billing
Biller Genie
FreshBooks
Haletale
MyCommunity
OneBill
QuickBooks Online
QuickBooks Online Advanced
TimelyBill
Utility Star
Workhorse Utility Billing

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$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.

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

DocuSend Inc

Date Founded

1991

Company Location

United States

Company Website

www.docusend.biz

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/simplify-regulatory-reporting/composition-and-publishing-for-legal-documents

Categories and Features

API Management

Access Control
Dashboard

Billing and Invoicing

Customer Portal
Dunning Management
Invoice History
Recurring/Subscription Billing

Direct Mail Automation

Analytics/Reporting
Data Import/Export
Delivery Tracking
Event Triggered Mailings
Mailing Services Integration
Pre-made Templates
Printing Services Integration

Mailroom Management

Not specified

Categories and Features

Regulatory Reporting

Not specified

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