Automate the manual work in DocSend

FullSpec maps how DocSend fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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DocSend by the numbers

Insights from real process mapping sessions that involve DocSend.

No processes mapped yet using DocSend. Map a process that uses DocSend to see automation data here.

Map a DocSend automation

Top 5 DocSend friction points when done manually

Tracking DocSend views across deals

You manually check DocSend to see which prospects opened documents and when, then update your CRM records by hand instead of having that data flow automatically.

78% report this

Copying DocSend links into emails

You generate a DocSend link, copy it, paste it into your email template, and repeat this process dozens of times per week without any automation.

71% report this

Reconciling DocSend activity with pipeline

You receive DocSend notifications about document engagement but have to manually cross-reference which deal each document belongs to and update your sales pipeline accordingly.

64% report this

Exporting DocSend data for reporting

You download reports from DocSend, then manually compile the numbers into spreadsheets to show your manager which documents are driving the most engagement.

54% report this

Managing DocSend permissions per contact

You manually set view restrictions and expiration dates in DocSend for each recipient instead of applying consistent policies based on deal stage or contact type.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in DocSend

Browse popular DocSend automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.