Great for document sending, terrible for audio conferencing.
November 09, 2018

Great for document sending, terrible for audio conferencing.

Lindsey Stevens | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with DocSend

The sales team uses DocSend as a way to go through decks in a presentation, but also as a way to send info to prospects and track the open rates. It's a little silly though because DocSend does not have a conference line for prospects to call into. In order to provide this DocSend has partnered with to offer the audio portion which is a bit problematic, but more on that later.
  • Really good at tracking whenever someone views your presentation, including where they are opening the presentation.
  • They allow you to control whether a prospect is able to download the presentation or not.
  • I like the ability to skip around in my deck without the viewer seeing that.
  • I would like the ability to turn off tracking when I share a deck with someone. For example, I shared my deck with an internal team member and I don't want to receive an email alert every time they open it.
  • I would also like the flexibility to be able to clone presentations and add/remove slides in docsend instead of having to export the presentation, manipulate it in powerpoint, and then re-import it.
  • I wish they had their own native conference line instead of relying on the integration which does not work well. 1/3 of the time when I try and switch my screen to my desktop (utilizing my prospects aren't able to see my screen. I realize this is an issue with, but if Docsend had their own native screenshare capabilities we wouldn't have to mess around with integrations with other systems that aren't reliable.
  • Frequently people will click on the DocSend link thinking they can use the audio through their computer and it's very confusing for them. Wish they had their own conferencing information.
  • As a sales person I think having some way to share documents with prospects and track their viewing activity is critical. DocSend has met my needs in this regard.
  • DocSend is not an all-in-one demo tool. They lack the audio conferencing and screen share capabilities so they must rely on their partner to provide this. This integration does not work well and has caused a lot of pain on demo calls. For this reason we will be switching back to ClearSlide when our contract is up with DocSend because while it's more expensive than DocSend, it actually works as an all-in-one solution.
  • DocSend has helped me identify when my deck is being passed around an organization and being opened up all over the world.
Our organization previously used ClearSlide but switched to DocSend as a cost savings. It was not made clear during the sales process that DocSend does not natively possess audio conferencing or screen-share capabilities. We had to add on the integration after the fact, which has not worked well.

When our contract is up with DocSend we will be moving back to ClearSlide.
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 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.

Dropbox DocSend Feature Ratings