Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
DocSend Document Management and Engagement
See beyond the email open
- Industries
- Financial ServicesMedia & Entertainment
- Business Need
- Productivity
DocSend helps sales teams identify engaged prospects and accelerate the sales cycle with buyer engagement analytics. Have the right conversation, with the right person, at the right time, and do business faster.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 8 of 8 Reviews
I cant use this - I got the app but cant figure out how to connect to SF
Someone from Docsend please contact me. I will update to 5 stars when we are all set up. Nick 512.906.6757 nick@dealvision.com
Docsend - great tool for improving communication, growing engagement and sales!
Great product - easy UI coupled with great plugin functionality to maximize time and workflow. Nice! And, to know who is looking at what and when? Awesome. Really helps to simplify your message based off user visits/feedback to get to a sale faster and more effectively. Best part? The late night alerts telling me that a hot prospect just looked through the materials. Aha! Gotcha. :)
DocSend + Salesforce is Great for Fundraising
I have been using Salesforce to manage a pipeline of potential investors. The ability to update Salesforce records and capture which people have been looking at my materials, including the number of visits, provides me with a lot of useful context when it comes to prioritizing which leads to pursue. Seamless integration, very useful.
DocSend helps me know who's engaged
My customer success mantra is to "tell the right person, the right thing, at the right time". DocSend's incredible tech allows me to do just that because I know exactly who's looking at my content and what's most interesting to them. I can also share docs with teammates, add messages to gmail with the plugin, and tie everything back to Salesforce. Great work DocSend team and keep it up!
DocSend is essential for my SalesStack
Ease-of-use, solid technology, and collaboration features make DocSend a supreme player in the sales enablement space. I use DocSend for sending all client-facing content to ensure I can track what's been viewed by who and for how long. Definitely a great add to sales teams.
DocSend is AWESOME!
We use DocSend all the time, it's such a great way to share docs and know what's going on. Plus if people check out my docs and I don't know them, DocSend will create the lead for me in Salesforce...smart! Keep it up fellas! If you use docs in your business (and you all do!), use DocSend! One favor DocSend team - can you please make your DocSend pages iframe-able?
Great Product for Selling
Docsend helps us close deals. Its an important part of our BD and Sales team's repertoire for selling. We have been using the product with Salesforce App Exchange and we have much deeper visibility to what our potential customers need with our CRM. Everything works smoothly as expected.
Awesome addition to the sales stack!
With DocSend, I finally have visibility into when prospects open the documents I send them. The integration with Salesforce enables me to receive notifications and integrate my progress directly into my day-to-day work flow. This tool is a must have.