BoardEffect a Diligent Brand vs. Dropbox DocSend

BoardEffect is well-suited for larger organizations and companies. I think it makes sense for people who have multiple boards, groups, or committees. I don't think it makes sense if it is a small board that doesn't meet frequently and doesn't share documents online. I think there are many features unnecessary for smaller boards/groups.

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DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.

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Independently Invited by TrustRadius

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• Houses all the information needed for meetings.
• Holds all the older information so we can access it if needed.
• It's fairly easy to use for all our members.
• That it is portable is a great bonus!

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• Additional information from users who have already downloaded the files or material.
• Additional information if the download link(s) have been resent.
• Password encryption if necessary.
• Email verification for third-party download via email.
• Add-ons with other platforms and applications, such as Outlook and Gmail.
• Seal of documents by electronic signature

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Independently Invited by TrustRadius

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• I would love to see BoardEffect work toward a more integrated collaboration system. For example, we have a master tracking document for recruiting new Trustees. It is helpful for everyone to have editing access to this document so that it can be routinely updated ahead of committee meetings.
• It would be helpful if we could message workroom members through the platform while making the email/message appear as if it came directly from my account.
• It would be useful for members of a workroom to be automatically notified when an event is created.

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Independently Invited by TrustRadius

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• DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
• I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
• Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I gave BoardEffect a Diligent Brand this usability rating because, in my experience, Some features are not as easy to access as others

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Invited by TrustRadius (TR) on Vendor's Behalf

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The platform and UI are great. never faced any problems.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

BoardPAC had similar functionality several years ago, but BoardEffect has caught up. I think the editing feature and the ability to build packets that are not visible are great features of BoardEffect.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive: Secure place to store documents.
• Positive: Easy to navigate for new users.
• Negative: Figuring out how to create a template was difficult.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• For about $100 you can optimize all
• Of your pipelines that rely on decks or documents - worth it!
• The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product
• We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend!

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info