{
 "schema_version": "1.0",
 "id": "docsend",
 "name": "DocSend",
 "research_status": "researched",
 "vendor_domain": "docsend.com",
 "category": "IT & Productivity",
 "task": "Documents, PDF & e-signing",
 "summary": "Dropbox's secure document sharing and data room tool: send a deck or a data room as a tracked link, see page-by-page who read what, and gate access with email authentication, NDAs and watermarks.",
 "best_for": "founders sharing a pitch deck or running a fundraise, and small deal teams that want a data room with page-level analytics, NDA gating and watermarking without buying a legacy virtual data room",
 "skip_if": "you only need to send a PDF now and then (a shared drive link does that for free), you want month-to-month billing for a single short deal, or your team needs Salesforce or SSO and will not accept prices given only by sales",
 "honest_knock": "The cheap plan is not the product people buy DocSend for. Personal at $10 a month tracks who opened a single document and for how long, but it has no data rooms at all. Sharing several files behind one link starts on Standard at $45 per user a month, and the controls that make a data room safe for a fundraise or a sale (visitor email authentication, watermarking, NDA gating, folder permissions) start on Advanced at $150 a month. Price the plan for the job you actually have, not the entry price on the page.\n\nMonthly billing is expensive. The same Advanced plan costs $250 a month without a yearly commitment, two-thirds more than the $150 yearly rate, and Advanced Data Rooms goes from $180 to $300. A company that needs a data room for one four-month deal pays $1,000 on monthly billing, against $1,800 for a year it may not use. Work out that sum before you pick a toggle.\n\nSeveral things a larger team will want are priced only through sales: the Salesforce integration, single sign-on and sub-teams. The trial is 14 days of the top plan, but visitors are capped during it, so a trial is not the place to run the real fundraise. We have not used DocSend ourselves; the figures here come from its pricing page and plan tooltips.",
 "pricing": {
  "status": "public",
  "entry_price": "$10",
  "entry_price_terms": "Personal · per user per month billed yearly ($15 billed monthly), one user, no data rooms",
  "from_price_usd_month": 10.0,
  "plans": null,
  "plans_source": null,
  "notes": "(read 2026-09-25 on docsend.com/pricing, both billing toggles) Personal is $10 per user a month billed yearly or $15 billed monthly, one user, basic link controls (email to view, passcode, expiry, download on or off), document-level analytics, 4 eSignatures a month, unlimited visitors and 10 GB of storage. Standard is $45 per user a month yearly or $65 monthly and adds multi-file sharing through data rooms (Spaces) of up to 200 assets each, video analytics, file requests, custom branding with a branded subdomain, unlimited eSignature and 50 GB per user. Advanced is $150 a month yearly or $250 monthly for three users, with extra users at $60 a month yearly or $90 monthly, and adds folder structure in Spaces, visitor email authentication, allow and block lists, folder and file permissions, dynamic watermarking and NDA gating, with 2,000 assets per data room. Advanced Data Rooms is $180 a month yearly or $300 monthly for three users on the same extra-user rate, and adds group visitor permissions, due diligence tracking, a data room audit log, automatic file indexing, data room analytics, priority email support and 4,000 assets per data room. Yearly billing saves 33% on Personal, 31% on Standard and 40% on the two team plans. Salesforce is a paid add-on from Standard up, SSO (Okta, OneLogin, Azure) and sub-teams are paid add-ons on the two team plans, all priced only through sales. Data rooms and visitors are unlimited on every plan that has them; uploads are capped at 2 GB per file. The free trial is 14 days of Advanced Data Rooms, and unlimited visitors are not available during it. Sales tax is added in jurisdictions where Dropbox is registered. Separately, the DocSend startups page offers new customers one year at 90% off an annual Standard or Advanced plan with up to $2 million raised, 50% off with up to $10 million, and 20% off annual Advanced with up to $20 million.",
  "verified_at": "2026-09-25",
  "source_url": "https://www.docsend.com/pricing/",
  "schema_offer": {
   "price": 10.0,
   "currency": "USD",
   "description": "Personal, per user per month billed yearly ($15 billed monthly), one user, no data rooms. Read on the vendor's own pricing page on 2026-09-25.",
   "page": "https://officesoftwaremarketplace.com/docsend-review.html"
  },
  "source_quotes": null,
  "recent_change": null,
  "price_history": null
 },
 "free_plan": false,
 "free_plan_evidence": null,
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "(read 2026-09-25 on docsend.com/pricing, both billing toggles) Personal is $10 per user a month billed yearly or $15 billed monthly, one user, basic link controls (email to view, passcode, expiry, download on or off), document-level analytics, 4 eSignatures a month, unlimited visitors and 10 GB of storage.",
   "verified_at": "2026-09-25",
   "source_url": "https://www.docsend.com/pricing/"
  },
  {
   "id": "addons_extra",
   "label": "Key features are paid add-ons",
   "evidence": "Salesforce is a paid add-on from Standard up, SSO (Okta, OneLogin, Azure) and sub-teams are paid add-ons on the two team plans, all priced only through sales.",
   "verified_at": "2026-09-25",
   "source_url": "https://www.docsend.com/pricing/"
  }
 ],
 "compare_with": {
  "name": "a shared Google Drive or Dropbox link",
  "why": "the free default most people start with. A drive link gets the file to the reader and can be switched off, but it does not tell you which pages an investor read, for how long, or whether they forwarded it, and it cannot put an NDA or a per-viewer watermark in front of the document. That tracking and gating is what DocSend charges for, from $10 a month for one document owner to $150 a month for a three-person deal team. If you would not act on the page-by-page data, the drive link is enough."
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/docsend.json",
  "review": "https://officesoftwaremarketplace.com/docsend-review.html",
  "marketplace": "https://aibuildermarketplace.com/marketplace/docsend/",
  "vendor_site": "https://docsend.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://experience.docsend.com/xw94912hj2by",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "available",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": {
   "currency": "USD",
   "unit": "user",
   "axis": "users",
   "plans": [
    {
     "id": "personal",
     "name": "Personal",
     "model": "per_unit",
     "max_units": 1,
     "annual_month": 10,
     "monthly": 15,
     "evidence": "Personal is $10 per user a month billed yearly or $15 billed monthly, one user"
    },
    {
     "id": "standard",
     "name": "Standard",
     "model": "per_unit",
     "annual_month": 45,
     "monthly": 65,
     "evidence": "Standard is $45 per user a month yearly or $65 monthly"
    },
    {
     "id": "advanced",
     "name": "Advanced",
     "model": "flat",
     "included_units": 3,
     "annual_month": 150,
     "monthly": 250,
     "extra_unit": {
      "annual_month": 60,
      "monthly": 90
     },
     "evidence": "Advanced is $150 a month yearly or $250 monthly for three users, with extra users at $60 a month yearly or $90 monthly"
    },
    {
     "id": "advanced-data-rooms",
     "name": "Advanced Data Rooms",
     "model": "flat",
     "included_units": 3,
     "annual_month": 180,
     "monthly": 300,
     "extra_unit": {
      "annual_month": 60,
      "monthly": 90
     },
     "evidence": "with extra users at $60 a month yearly or $90 monthly, and adds folder structure in Spaces, visitor email authentication, allow and block lists, folder and file permissions, dynamic watermarking and NDA gating, with 2,000 assets per data room. Advanced Data Rooms is $180 a month yearly or $300 monthly for three users on the same extra-user rate"
    }
   ],
   "notes": [
    "Sales tax is added in jurisdictions where Dropbox is registered.",
    "The startup discounts (90%, 50% or 20% off for one year) depend on funding raised and are not applied here."
   ],
   "not_computable": [
    {
     "text": "Salesforce (from Standard), SSO and sub-teams (team plans) are paid add-ons priced only through sales.",
     "affects_cost": true
    }
   ],
   "rules_verified_at": "2026-10-09"
  },
  "growth": {
   "annual": {
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    "axis": "users",
    "unit": "user",
    "billing": "annual",
    "rows": [
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      "units": 1,
      "cheapest_plan": "personal",
      "cheapest_plan_name": "Personal",
      "total_month": 10.0,
      "billed": {
       "amount": 120.0,
       "every": "year"
      },
      "ranges": [],
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      }
     },
     {
      "units": 2,
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      "cheapest_plan_name": "Standard",
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       "amount": 1080.0,
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      },
      "ranges": [],
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       "personal": "not_eligible",
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      }
     },
     {
      "units": 3,
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      "cheapest_plan_name": "Standard",
      "total_month": 135.0,
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      },
      "ranges": [],
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     },
     {
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      "ranges": [],
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    ],
    "switch_points": [
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      "from_units": 1,
      "to_units": 2,
      "from_plan": "personal",
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      "from_plan_name": "Personal",
      "to_plan_name": "Standard"
     }
    ],
    "conflicts": [],
    "unknowns": [
     "Salesforce (from Standard), SSO and sub-teams (team plans) are paid add-ons priced only through sales."
    ]
   },
   "monthly": {
    "product_id": "docsend",
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    "billing": "monthly",
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     },
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      },
      "ranges": [],
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     },
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      },
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     },
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      },
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     },
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     },
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     },
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       "amount": 3250.0,
       "every": "month"
      },
      "ranges": [],
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       "advanced-data-rooms": 4530.0
      }
     },
     {
      "units": 100,
      "cheapest_plan": "standard",
      "cheapest_plan_name": "Standard",
      "total_month": 6500.0,
      "billed": {
       "amount": 6500.0,
       "every": "month"
      },
      "ranges": [],
      "per_plan": {
       "personal": "not_eligible",
       "standard": 6500.0,
       "advanced": 8980.0,
       "advanced-data-rooms": 9030.0
      }
     }
    ],
    "switch_points": [
     {
      "from_units": 1,
      "to_units": 2,
      "from_plan": "personal",
      "to_plan": "standard",
      "from_plan_name": "Personal",
      "to_plan_name": "Standard"
     }
    ],
    "conflicts": [],
    "unknowns": [
     "Salesforce (from Standard), SSO and sub-teams (team plans) are paid add-ons priced only through sales."
    ]
   }
  }
 },
 "unknowns": [
  "Plan-by-plan prices are not structured in this record yet; pricing.notes has the full text.",
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "Being verified: free trial and refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "verification": {
  "price": "read",
  "free_trial": "being_verified",
  "refund": "being_verified"
 },
 "status_page": null,
 "third_party_video": {
  "url": "https://www.youtube.com/watch?v=Ipkl8_GCa7k",
  "channel": "James And Jenna's Tutorials",
  "published": "2025-12-15",
  "shows": "A screen walkthrough of DocSend: creating a space, sharing documents and setting up a file request",
  "independent": true,
  "checked_at": "2026-10-23"
 },
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "docsend:docsend-q1",
   "key": "docsend-q1",
   "question": "Can a multi-party signable document be used inside a Space (data room)?",
   "status": "open"
  },
  {
   "question_id": "docsend:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "docsend:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "docsend:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "docsend:pricing_gap_1",
   "key": "pricing_gap_1",
   "question": "Our price check could not put a number on this part of the cost: Salesforce (from Standard), SSO and sub-teams (team plans) are paid add-ons priced only through sales. Can you publish the price or the rule?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_checked",
   "detail": "We could not read the vendor's pages as plain HTML.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 }
}