How to Create and Share Documents on the DocSend Platform?

The deal lifecycle is a multi-step process; sending out presentations and quotes is just the beginning. It’s hard to count the number of deals that fail each year because companies don’t quite understand what to do next. Today’s technology solutions offer businesses more options for streamlining document management and deal tracking. One such solution is DockSend, a product from Dropbox that eliminates the most frequent transaction and data management processes. This article will look at how DocSend can be useful during deal closeout.

Load documents into DocSend

Moving documents to DockSend isn’t difficult, especially if you’re already a Dropbox user, but if you’re using another platform provider to share documents, there’s nothing wrong with that. Uploading data is quick, easy, and smooth. To do this you need to:

  • Connect to Dropbox – you can do this in a few clicks. The platform can also work with other online storage accounts, such as Google Drive, Box, and Microsoft OneDrive
  • Send documents to the platform instantly-when you successfully connect, you’ll be able to see your entire catalog of files. To upload them to the platform, all you have to do is double-click on the document
  • Deliver the upload – merge and send multiple files at once to save your time. No need to convert the files yourself because the provider supports all types of documents

Set limits for your documents

During a transaction, companies often need to exchange sensitive documents, but they need to be as secure as possible. During transactions, data becomes more vulnerable, and this is when most data leaks occur. DocSend has additional security control options that allow for increased protection:

  • Password protection feature -Space administrators can set expiration dates for documents, after which users could no longer have access to the record. The platform also offers access codes that can be placed on any document
  • Spectator Validation Options – allow you to find out detailed information about who has access to your data. When logging into a document, users must provide their email address to proceed
  • Watermarks – Dynamic watermarks allow you to protect your copyrights. They can be placed on documents, even presentations, and videos. Watermarks provide information about all the users who entered the document

Share documents securely and speed up the transaction process

Building a good business partnership is very important in a successful transaction. With DocSend, you can customize your data room to match your company’s brand and organize a personalized experience for your partners. In addition, you can collaborate with multiple stakeholders, creating separate data rooms for them to collaborate and share content. The entire process will take place in a streamlined and secure space.

Keep track of your documents

DocSend gives you useful analytics and insights into your invited users and how they use documents. The platform offers:

  • Page analytics are analytics that let you know which pages of documents users spend the majority of their time on. So you can see the aspects that your potential customers or partners have the most problems with, reach out to them promptly and answer all their questions and concerns. It also helps to track user engagement levels
  • Automatic notifications – With DocSend, you can get notifications when someone views your shared links. That way, you can learn more about the status of your deal and which stakeholder you should be paying more attention to.

Start Investing with the Most Effective Deal Management Software

Managing investments can be a real challenge when considering changing market patterns, extensive risk assessments, limited data access, and time-consuming calculations. However, with advanced technology solutions, you can automate complex accounting, portfolio management, and asset reporting processes. All you need to do is choose a reliable transaction management software service provider. This article will identify the best investment management solutions and highlight their main advantages.

What is investment management software?

The purpose of investment management software is to manage financial investments. It is responsible for automating the following operations:

  • Portfolio management
  • Analysis of securities
  • Order management
  • Performance measurement
  • Financial asset tracking

The main customers of such programs are traders, investment advisors, and alternative investment management software, providers. All platforms differ in features and pricing but have one common goal – to help companies or individual investors make better financial decisions regarding investing. Below we highlight a list of the best investment management software.

Personal Capital Review

Personal Capital is an online portfolio management solution with a wide range of features for investment portfolio management, financial planning, and goal tracking. In addition, the app is free. Its features include:

  • Savings Planner – Assists in accelerating retirement goals
  • Organization tool – effectively manage your expenses and categorize them by category, date, and vendor
  • Cash Flow Tracker – you’ll be able to track your cash flow throughout the month
  • Education planning tool – help you determine how much money you need for pricing
  • Investment Verification Tool -helps you avoid risk and optimizes profits

Quicken Premier Review

Quicken is a pretty recognizable brand in the market for equity portfolio management solutions, while Quicken Premier serves as investment management, expense tracking, and budgeting tool. You can also use it to track mortgages and credit card information. It’s a fairly flexible solution that allows you to access your data from any device, on the go, or from home. The program provides features such as:

  • Stock Watch Lists -you can create lists of stocks quickly and easily, so you don’t miss out on any profitable opportunities
  • Investment cost previews – can help you better understand real market returns
  • Export transactions – allows you to efficiently export transactions from Excel
  • Speedy reporting – reports can be sent immediately via email
  • Accounts Dashboard – it shows all your important reminders

Morningstar Portfolio Manager Overview

Morningstar Portfolio Manager is designed for personal and professional use so that individual investors can benefit from it. Its list of major features includes:

  • Detailed Asset Overview – All financial assets are tracked and provide an overview of their price, market value, and distribution percentages
  • Morningstar X-Ray feature is a useful tool to display all your investments, including asset information
  • Advanced Premium Package Tools – If you want to subscribe to a premium provider package, you’ll open up additional features in the form of fund and stock screening, fundamental analysis ratios, detailed portfolio interpretation, expense analysis, and more

Mint Review

Mint is designed for personal use and allows you to track expenses, create budgets and monitor your investments. The solution has an intuitive interface and easy navigation. In addition, mint is very flexible and offers integration with more than 2,000 financial institutions, yet its services are free.

Its features are:

  • Mintsights TM – alerts you to save you’ve missed
  • Budget Planner – helps you increase your savings
  • Credit Rating – always available to view
  • The flexibility of use – provide seamless access to your data from any space and OS

Why Do Companies Buy Other Companies?

The process of buying one company from another company is called mergers and acquisitions. It is a rather long and multi-step process that can often fail, but many companies worldwide still make M&A deals in record numbers. There can be a variety of reasons for making acquisitions, but in this article, we’ve highlighted the most common motives for this transaction. Find out what benefits business owners are looking for from an acquisition or merger with another business.

Economies of scale

Large companies can save significantly and gain a competitive advantage if they acquire economies of scale. This reason is most often relevant to the aviation industry, because by acquiring several smaller companies, large airlines will have more control over the skies, and consequently increase their profits.

Market Share

Market share is one of the most common reasons companies merge and acquire. Increasing their market share allows organizations to become more competitive, but it is worth remembering that if you expand too much, it can cause resentment from antitrust organizations. So companies are always watching their status in their industries, and if they want to increase their market power, M&A is a great opportunity. A great example of acquisitions for this purpose is any major bank you know of. They have increased their influence so much by acquiring smaller regional banks that it is almost impossible for them to go bankrupt.

The acquisition of new technology or expertise

Everyone knows that you can’t survive in a competitive environment if you stand still while a business industry is growing. That’s why some companies decide to acquire other companies doing the same thing as them, but offer them new technology and expertise. For example, major oil and gas companies are predicted to start acquiring companies from the renewable energy industry.


Synergy is something that companies very often fail to do. It involves the complete integration of companies, and the precise operation of two business infrastructures to achieve increased profits, which would be much lower if the companies existed separately.

Geographic Diversification

When a business wants to expand outside its home country, it has several options: create a company from scratch, or purchase an established business with current and cash-generating cash flow that can be used to further grow your company in that country. Usually, the second option is the choice, because it is much faster and more economical.


Cross-selling is an effective way to increase revenue synergies. So, for example, companies can make a connection to expand their assortment and combine their customer bases. The result is a win-win situation for everyone. For example, a company that sells coffee can merge with an establishment that sells tea. As a result, customers can buy their favorite beverages in one place and remain satisfied.


Taxation can be one of the hidden and additional motives of companies during a merger and acquisition deal, and usually, they don’t like to admit it. Merging with another company to avoid paying large taxes doesn’t sound good. Nevertheless, this is how it works: a company with a positive cash flow acquires a firm that has suffered tax losses. In this way, they reduce the tax bill for both organizations.

Vertical Integration

Vertical integration is a process during which a company acquires different parts of the value chain. In other words, a large company acquires its distribution, so it does not have to hire an outsider.