Overall Satisfaction with DocSend
We use DocSend for sharing investor pitch decks, executive summaries, and other startup collateral. I love that you can see the page by page metrics on viewing sessions and see drop off points, interesting or confusing slides, etc. The fact that you can do it in real-time is just gravy. Other features that are important are having multiple tracking links per document (e.g. one per account, or in our case, VC), being able to update the backing files for documents since they change over time, and having stats indexed on the document version.
- Real-time viewing statistics, indexed by document version
- Per-account/recipient sharing links
- Updatable backing files as documents change
- 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.
- We've converted document recipients to investors
- It allows you to know what to focus on in follow up calls based on viewing stats
- Sometimes people prefer to just get an attachment instead of a link
DocSend is more robust than Dropbox Showcase for building data rooms but doesn't look nearly as nice from a marketing/sales standpoint. When comparing either to iDeals they are lightweight solutions while iDeals is built for M&A activities. I personally want something in between but have yet to find it. I haven't found a better service for sharing slides privately than DocSend (SlideShare, etc.).
It's super great for sharing sales collateral, investor pitch slide decks, and other one-time viewing content. It's mainly built for sales but has been a huge benefit as a small startup. It best for PDF content that is okay to be horizontally oriented and scrolled (e.g. the forward and back buttons are on the side of the viewing interface).