Dropbox DocSend vs. Streams.AI by PanTerra

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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One of the main draws of PanTerra Networks Streams is the unlimited calling, which was very enticing. We chose the platform over other models (per-call for example) because they simplified billing. While the video conferencing and messaging feel bare-bones or underdeveloped in comparison to other players in the market, the fact that the messaging is seamlessly integrated into the PBX makes it easy to use. The call routing systems are especially robust, which in the collections world is very important to be able to segment calls to different users.

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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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• Attended or un-attended answering of incoming calls
• Transfer calls to appropriate person
• Integrates with cell phones for always available
• Keeps a log of phone calls
• Allows me to use messaging on my phone system and desktop
• Allows me to manage user accounts

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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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• While the faxes run smoothly, they sometimes take a while to go through. Things tend to lag.
• There isn't a built-in live chat if you have a question.
• Sometimes I have to call support to work through things instead of figuring it out on my own.

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In all likelihood, we will remain Panterra customers for many years. VoIP phone and messaging is a rapidly expanding and evolving market, however, and its possible a better solution will come along, but for now, Panterra Streams offers a compelling solution combining leading features, great customer service, and affordable pricing.

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

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Streams.AI by PanTerra is a great reliable service and that's what I want it to be. It's accessible wherever I am or however I am working - which is perfect. I would rate Streams.AI by PanTerra more highly if it required less steps and operated more functions in the background. I don't need any extra windows to do anything if it's working in my phone or connected to my email. So fewer steps and faster usage would improve my rating.

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We have not experienced any outages or issues during business hours

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Fantastic. Very happy!!! We love it and haven't had any issues.

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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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Support was always very helpful when we called them. If they didn't know the answer right then, you can bet they were either going to either find the answer or find someone who knows the answer. We were never left hanging or had an unsatisfactory experience when contacting support.

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Everything was fantastic. Training was sufficient and everything was easy to use. It was provided on our schedule and was very clear. I did the training myself. Training person was very knowledgeable. We are very happy. Only two users. very happy very happy very happy very happy very happy very happy

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The implementation was relatively quick and easy. We did have to wait to have someone assigned which took longer that I was hoping. We were able to get the phone system up and running within a day. So there was no disruption or too many voicemails to answer

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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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PanTerra Networks is viewed as more competitive, and close enough to win. Those other companies do offer more integrations off the shelve, and do have a more user friendly portal. Panterra does give the client a more personalized experience when it comes to the presentation, so the customer feels like they're getting a more personalized experience.

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Best pricing available. VERY HAPPY. Has not increased much at all.

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We only have three phones and two users

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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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• Very reliable. We make hundreds of calls outbound and there has never been a connectivity issue or otherwise
• We decreased our monthly expense for reliable service by several hundred dollars
• The onboarding support was the best we've ever experienced. They were on the phone while we hooked up every phone, tested, and got it all set up with ease.
• Any changes needed after onboarding were difficult to accomplish without a call to customer service. Some of those calls to customer service made things more confusing

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