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Ratings and Reviews 3 Ratings
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What is DocuSoft?
Docusoft partners with financial experts to design software and develop cutting-edge solutions tailored to their needs. We tackle challenges related to document management, cloud storage, client data administration, workflow optimization, and safeguarding information. Our offerings encompass a variety of services, including file sharing, document distribution, electronic signatures, and more. By collaborating closely, we aim to deliver top-notch software solutions for accountants, insolvency experts, financial consultants, and various professional service firms globally. Each interaction or business dialogue generates or alters files and documents, underscoring the importance of efficient management. Docusoft CloudFiler stands out as an exceptional tool for cloud document management, adept at handling your business communications seamlessly. Users can conveniently search, retrieve, create, automate, and process business documents from any web browser, ensuring accessibility and efficiency. Additionally, our advanced OCR search functionalities enhance the ability to review and manage documents effectively, streamlining workflows even further.
What is Dropbox DocSend?
DocSend from Dropbox is a secure document sharing, virtual data room, and deal management platform designed to help companies share sensitive information with confidence and control. It is used by founders, investors, financial teams, sales teams, professional services firms, nonprofits, and business leaders who need visibility into how documents are accessed and reviewed. The platform supports document uploads, secure links, virtual data rooms, group permissions, visitor analytics, built-in NDAs, dynamic watermarking, eSignature, and secure client portals. DocSend links can be shared without forcing recipients to create an account, while document owners can still update files, manage access, and monitor engagement after the link has been sent. Its analytics help users see who opened a document, how long they spent reviewing it, and which pages or sections received the most attention. This visibility can help founders understand investor interest, sales teams prioritize follow-up, and executives prepare for board or stakeholder conversations. DocSend is especially useful for fundraising, mergers and acquisitions, due diligence, board meetings, investor relations, investment management, technology sales, media sales, professional services, and client collaboration. Virtual data rooms give teams a structured way to organize deal documents, manage permissions, and conduct diligence with stronger security. Features such as NDAs, permission controls, watermarks, compliance resources, and tracking tools help protect sensitive files while keeping workflows efficient. Because DocSend is part of Dropbox, it offers a document sharing experience backed by a widely recognized cloud collaboration brand. DocSend helps organizations move important deals and relationships forward by combining secure sharing, actionable analytics, and centralized document control.
Integrations Supported
Axis LMS
Desktop.com
Dropbox
Egnyte
Fundify
Gmail
HubSpot Customer Platform
LeadMaster
Microsoft OneDrive
Microsoft Outlook
API Availability
Has API
API Availability
Pricing Information
Pricing not provided
Pricing Information
$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
$15 per user per month if billed monthly
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Online Training
On-Site Training
Company Facts
Organization Name
DocuSoft
Company Location
United Kingdom
Company Website
www.docusoft.net
Company Facts
Organization Name
Dropbox
Date Founded
2004
Company Location
United States
Company Website
docsend.com
Categories and Features
Accounting Practice Management
Not specified
CRM
Not specified
Data Extraction
Not specified
Digital Signature
Not specified
Document Control
Not specified
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
Document Version Control
Not specified
Enterprise Content Management (ECM)
Not specified
Portal
Not specified
Categories and Features
Content Collaboration
Not specified
Digital Signature
Not specified
Document Control
Electronic Signature
Version Control
Document Management
Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Full Text Search
Offline Access
Optical Character Recognition
Version Control
Sales Content Management
Not specified
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Lead Management
Presentation Management
Proposal Management
Sales Engagement
Not specified
Virtual Data Room
Anonymity Management
Audit Trail
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview