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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
MyCommunity
OneBill
QuickBooks Online
QuickBooks Online Advanced
TimelyBill
Utility Star
Workhorse Utility Billing

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$1.28 for 1pg 8.5x11" document
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

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

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Direct Mail Automation

A/B Testing
Analytics/Reporting
Campaign Management
Data Import/Export
Delivery Tracking
Design Management
Event Triggered Mailings
List Scrubbing
Mailing List Purchasing
Mailing Services Integration
Pre-made Templates
Printing Services Integration
Response Alerts

Mailroom Management

Barcode Scanning
CASS Certified
Duplicate Management
Graphical Mail Piece Designer
Intelligent Mail Support
Job Management
PAVE Certified Presorting
Package Tracking
Signature Capture

Categories and Features

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