Customize your workflow with the DocSend app on Zapier, and connect DocSend to all of your most important tools, like MailChimp, Marketo, and HelloSign.
With our new DocSend integration, you can automatically sync all your DocSend usage and visitor data with your leads, contacts, and opportunities in Salesforce.
Putting together investor updates isn’t any CEO’s favorite activity, but it's an unavoidable part of the job. Here are my best practices for what to put in your next investor update.