Proposal management with Dropbox DocSend
Win new clients
Sharpen prospect outreach, protect your work, and learn what’s engaging leads. DocSend combines file sharing with more organization, advanced permissioning, and detailed analytics to stay more secure and help close deals faster.
Stay on top of proposals
Organize pitch materials by client, update content without resending links, and view metrics by client or proposal in one dashboard.
Protect your work
Keep your valuable documents in the right hands. DocSend lets you protect work from unauthorized viewing and distribution.
Gain insight to win clients
See which parts of your pitch are engaging decision-makers the most, so you can craft a follow-up strategy that lands the gig.
Organize, Share, & Analyze
Proposal management
Customize and organize
Quickly set up and customize your data rooms to suit your needs, whether sharing fund performance or gearing up for the next big deal. With simple keyword search and automatic indexing, finding and organizing files is a breeze, giving you precise control over your most sensitive information.
Keep sensitive work in the right hands
DocSend lets you control exactly who can do what with your proposals and other shared files. Require email verification, set passcodes, and revoke access at any time. Plus, you can update shared content and link settings even after you send.
Win your next job
DocSend’s insights reveal who is opening your documents and what interests them. This lets you prioritize engaged prospects and tailor your strategy to the sections of your proposal they’re spending the most time on.
"It’s really easy for us to be able to access planning documents we’ve created in Dropbox from anywhere… DocSend’s analytics let me know how to best prepare and tailor meetings to attendees’ interests."
David J. Whelan, CEO, BioscienceLA
"Dropbox and DocSend allow us to be extremely organized, buttoned up, and proactive with all of our content management."
David Jud, Finance Manager, Aquamarine
Frequently asked questions
Is there a trial?
Yes, start with a free 14-day trial of Advanced Data Rooms and explore the platform’s features and benefits. After that, you can sign up on your own. Start your 14-day trial
Unlimited visitors not available on free trials.
What types of content can I send with DocSend?
DocSend supports just about any file type. Per-page analytics are available for PDF, Microsoft Word, Microsoft PowerPoint, Google Docs, Google Slides, and Keynote files. You can also send and track links to websites or download-only content such as video, spreadsheets, audio, text, and archive files.
Can I use DocSend as a Virtual Data Room (VDR)?
Yes, DocSend Advanced Data Rooms are VDRs where sensitive business information is centralized to protect, organize, and share files needed to conduct high-stakes business deals, including mergers and acquisitions (M&As), due diligence processes, fundraising, and other investment activities. Access to the files in your data room is governed by a unique link that you control to determine the level of access each visitor or group has.
What's a Space?
Spaces are what DocSend calls our data rooms. DocSend customers on team plans can create as many data rooms (Spaces) as they need. DocSend data rooms offer easy set-up, out-of-the-box integrations, eSignatures, industry-backed templates, real-time analytics, auto-indexing, custom branding, and granular data room permissions.
Do I have to pay for each Data Room?
Unlike legacy virtual data room solutions, Dropbox DocSend provides unlimited data rooms and imposes no limits on the number of visitors you can invite. This flexibility lets you manage multiple deals simultaneously without worrying about space or access restrictions. DocSend gives your company a competitive edge over those still relying on methods like email with cloud storage.
What makes DocSend Advanced Data Rooms secure for handling sensitive deals?
DocSend employs robust security measures, including data encryption, access controls, and audit trails, ensuring the confidentiality and integrity of your sensitive information throughout the deal process. Visit our Trust Center to learn more.