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Ratings and Reviews 3 Ratings

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What is fileplan?

In the realm of business, daily operations are intricately tied to the management of documents and emails to ensure smooth functioning. Fileplan builds trust in your organization by providing a structured system for filing, along with strong document management and collaboration features. Teams that are always on the move need quick access to important files, enabling them to find what they require without the frustration of navigating through duplicates or figuring out which version is the latest. With Fileplan, your team benefits from the convenience of remote access, allowing for productive collaboration from any location while keeping a close watch on project-related documents. Certain essential documents, like those detailing your company's contractual obligations or ISO-certified processes, require careful oversight and management over time. Fileplan expertly manages the complete lifecycle of each essential document, ensuring that the security and integrity of your emails and files remain a top priority. This all-encompassing strategy not only enhances operational effectiveness but also cultivates a sense of responsibility and transparency within the organization. As a result, employees are empowered to work more efficiently and confidently.

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.

Media

Media

Integrations Supported

Integrations Supported

Box
Desktop.com
Egnyte
Fundify
Gmail
HubSpot Customer Platform
IFTTT
Indent
Jointl
LeadMaster
Microsoft OneDrive
Microsoft Outlook
Outreach
PersistIQ
Rambox
Salesloft
Stackreaction
Wufoo
Yesware
Zapier

API Availability

API Availability

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Radix Software

Date Founded

2010

Company Location

Australia

Company Website

www.fileplan.com

Company Facts

Organization Name

Dropbox

Date Founded

2004

Company Location

United States

Company Website

docsend.com

Categories and Features

Content Collaboration

Not specified

Document Management

Access Controls
Collaboration Tools
Compliance Tracking
Document Archiving
Document Retention
Email Management
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

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 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

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