Dropbox DocSend vs. Nasdaq IR Insight vs. The Q4 Platform

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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IR Insight is well suited for tracking investor interactions and basic analytic/reporting needs.

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This is one of two providers to go with if you are considering an investor relations website. We evaluated both of them and landed on Q4 Desktop due to their reputation of solid customer service. The additional CRM software is a nice to have as there are many other solutions you may have access to before you make that product your main go to.

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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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• User experience (device agnostic)
• Innovation/frequent product updates
• Responsive customer support

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• easy to use
• comprehensive database access
• good looking ux/ui

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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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• Data accuracy
• Limited insight into trading activity
• Limited email functionality/integration

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• speed of platform
• lacking mobile app
• pricing structure is fragmented

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

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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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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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IR Insight is the most robust mobile friendly cloud-based solution we've seen. The competition is catching up but we've been pleased with the pace of innovation in the product.

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Q4 Desktop had the highest market share and good customer references.

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• 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!

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• Saves us countless hours of events management. Over the last three years we've gone from 2 sell-side analysts to 12 and more than doubled our IR related travel. IR Insight is critical in our day to day operations.
• The integration with FactSet was a great addition...saved us $10K that would have been spent on a FactSet subscription.

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• reduced engineering time for website maintenance (2 hours per release)
• reduced collaboration time with marketing team
• automatic press release postings

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