Average Ratings 12 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Our cloud-based mailroom allows you to send documents remotely directly to the U.S. Post Office. DocuSend can be used with any accounting, billing, or CRM software that creates PDF documents that contain a valid mailing address. Developers can integrate our REST API into their software to provide a "Send mail" button. This can be used as a reseller option or internal direct connectivity. Any business or organization that needs to print and mail documents on demand can reap the enormous economic benefits. QuickBooks Online users get 33% off first DocuSend upload. See website for details.

Description

Clients can utilize the docuTRAK portal to submit their requests and remain updated on their progress. It is essential to include instructions for each service type to effectively assist clients in their request submissions. Additionally, ensuring your staff is informed of current policies and procedures is crucial, allowing HR to oversee and support the acknowledgment of shared information among team members. Beyond merely recording actions within a workflow case, docuTRAK also offers a “snapshot view” of all documents associated with that case. Furthermore, supervisors have the ability to access the inboxes of their team members to monitor activities and reassign cases as necessary. The system also tracks consultation requests from any user, enhancing accountability. docuTRAK Online provides a robust business collaboration platform where all documents are stored in a centralized registry, facilitating various actions across different workflows. This interconnectedness not only streamlines processes but also fosters efficient communication within the organization.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Android No 
Apple iOS No 
Banyon Data Fund Accounting Yes 
Banyon Utility Billing Yes 
Biller Genie Yes 
Chrome OS No 
FreshBooks Yes 
Haletale Yes 
Mozilla Firefox No 
MyCommunity Yes 
OneBill Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Safari No 
TimelyBill Yes 
Utility Star Yes 
Workhorse Utility Billing Yes 

Integrations

Android Yes 
Apple iOS Yes 
Banyon Data Fund Accounting No 
Banyon Utility Billing No 
Biller Genie No 
Chrome OS Yes 
FreshBooks No 
Haletale No 
Mozilla Firefox Yes 
MyCommunity No 
OneBill No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Safari Yes 
TimelyBill No 
Utility Star No 
Workhorse Utility Billing No 

Pricing Details

$1.28 for 1pg 8.5x11" document
Pay-as-you-go. 1 page B&W document is $1.28 including 1st class postage. No minimums, contracts or set-up fees. Add $0.09 for color. QuickBooks Online users get 33% off first upload. See website for details.
Free Trial No 
Free Version No 

Pricing Details

$500 per license
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

DocuSend Inc

Founded

1991

Country

United States

Website

www.docusend.biz

Vendor Details

Company Name

docuTRAK

Founded

1991

Country

Jordan

Website

www.docutrak.net

Product Features

API Management

API Design No 
API Lifecycle Management No 
Access Control Yes 
Analytics No 
Dashboard Yes 
Developer Portal No 
Testing Management No 
Threat Protection No 
Traffic Control No 
Version Control No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator No 

Direct Mail Automation

A/B Testing No 
Analytics/Reporting Yes 
Campaign Management No 
Data Import/Export Yes 
Delivery Tracking Yes 
Design Management No 
Event Triggered Mailings Yes 
List Scrubbing No 
Mailing List Purchasing No 
Mailing Services Integration Yes 
Pre-made Templates Yes 
Printing Services Integration Yes 
Response Alerts No 

Mailroom Management

Barcode Scanning No 
CASS Certified No 
Duplicate Management No 
Graphical Mail Piece Designer No 
Intelligent Mail Support No 
Job Management No 
PAVE Certified Presorting No 
Package Tracking No 
Signature Capture No 

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

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