Average Ratings 3 Ratings

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support

Average Ratings 0 Ratings

Total
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design
support

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Description

DocSend from Dropbox is a secure document sharing platform built for teams that need to control access, track engagement, and manage sensitive business documents throughout the dealmaking process. It helps companies share pitch decks, investor updates, board materials, due diligence documents, acquisition files, sales content, client materials, and other confidential assets. With DocSend, users can upload documents, create virtual data rooms, set permissions, require non-disclosure agreements, and update files after they have already been shared. Links can be shared without requiring viewers to log in, making the experience simple while still giving document owners control over access. The platform’s analytics show who viewed a document, when they opened it, and which pages or sections received the most attention. DocSend supports fundraising by helping founders keep decks current and understand investor interest throughout outreach. It also supports mergers and acquisitions, investment management, professional services, technology sales, media sales, nonprofit work, board communications, and investor relations. Features such as secure sharing, document analytics, video analytics, dynamic watermarking, data rooms, eSignature, and built-in NDA workflows help teams protect and manage critical information. DocSend is built for organizations that want a more secure, measurable, and professional way to share documents and manage high-stakes collaboration.

Description

Foleo serves as a smart platform for distributing investment deals, tailored specifically for agents in the field. Each investment opportunity often comes with a multitude of documents and potential buyers, yet many teams continue to rely on outdated methods like email and Dropbox for sharing. Foleo simplifies this process by offering a centralized hub for all deal-related files. Users can effortlessly revoke access to files whenever necessary, and the platform allows for in-browser viewing while disabling downloads. Additionally, it includes a feature for validating new devices through email for enhanced security. This innovative approach not only streamlines the distribution process but also enhances efficiency and safeguards sensitive information.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
Desktop.com Yes 
Dropbox Yes 
Egnyte Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
IFTTT Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Nekton.ai Yes 
PersistIQ Yes 
Rambox Yes 
Salesforce Yes 
Salesloft Yes 
Stackreaction Yes 
Storydoc Yes 
Wufoo Yes 
Yesware Yes 
Zapier Yes 

Integrations

Axis LMS No 
Desktop.com No 
Dropbox No 
Egnyte No 
Google Drive No 
HubSpot CRM No 
HubSpot Customer Platform No 
IFTTT No 
Microsoft OneDrive No 
Microsoft Outlook No 
Nekton.ai No 
PersistIQ No 
Rambox No 
Salesforce No 
Salesloft No 
Stackreaction No 
Storydoc No 
Wufoo No 
Yesware No 
Zapier No 

Pricing Details

$10 per user per month
$10 per user per month if billed annually
$15 per user per month if billed monthly
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dropbox

Founded

2004

Country

United States

Website

docsend.com

Vendor Details

Company Name

Huddle Digital

Founded

2015

Country

United Kingdom

Website

getfoleo.com

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control Yes 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Virtual Data Room

Anonymity Management Yes 
Audit Trail Yes 
Collaboration No 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management Yes 
Project Management Yes 
Role-Based Permissions Yes 
Secure Preview Yes 

Product Features

Virtual Data Room

Anonymity Management No 
Audit Trail Yes 
Collaboration No 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging No 
Due Diligence Management Yes 
Procurement Management No 
Project Management Yes 
Role-Based Permissions Yes 
Secure Preview No 

Alternatives

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