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Average Ratings 3 Ratings

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ease
features
design
support

Description

We assist individuals in staying informed and recalling previous knowledge, which enhances their effectiveness in discussions. Sales representatives receive up-to-the-minute tactics and strategies that elevate the quality of their interactions with potential clients. This approach eliminates the inefficiencies caused by the slow transfer of information from senior leadership to actual sales conversations. With prepared questions to initiate discussions, representatives can focus on key points that enhance both relevance and accuracy during detailed exchanges. The Copilot feature enables representatives to discover information they weren't previously aware of needing. When a representative seeks an answer, they often turn to their colleagues, which can divert the team's attention from selling. Our platform serves as a centralized hub for all internal knowledge as well as customer-facing materials and resources. Plus, accessing the most recent documents is just a click away, ensuring they are readily available for sharing. Ultimately, this system streamlines communication and empowers sales teams to operate more efficiently.

Description

Never send another attachment. Securely share documents with real-time insight and control, no matter where you are. Secure document sharing platform that everyone can use. It's as simple as sharing a link to manage, share and track your important files. You can increase security, control file downloadings, and disable access at any time. Real-time intelligence will help you be prepared for your next meeting. Update a file even after hitting send. Everyone automatically has the most recent version. Outlook and Gmail plugins make it easy to upload documents and share links. Passcodes and email verification can protect your documents. You can track if any links have been forwarded or turn off access to get back control. Enjoy seamless, brand-specific viewing. View on any device. No file downloads. DocSend's mobile-first viewing experience is loved by investors and business partners. Sharing Powerpoint? Keynote Pdf? Gifs We've got you covered.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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Egnyte
Fundify
Gmail
Goodcall
Google Drive
HubSpot CRM
Indent
Jointl
LeadMaster
Microsoft Outlook
Nekton.ai
PersistIQ
Project Insight
Promptimize
Salesforce
Wufoo
Zapier

Integrations

Desktop.com
Dropbox
Egnyte
Fundify
Gmail
Goodcall
Google Drive
HubSpot CRM
Indent
Jointl
LeadMaster
Microsoft Outlook
Nekton.ai
PersistIQ
Project Insight
Promptimize
Salesforce
Wufoo
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Copilot

Founded

2021

Country

United States

Website

www.copilotup.com

Vendor Details

Company Name

DocSend

Founded

2013

Country

United States

Website

docsend.com

Product Features

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Alternatives

Alternatives

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