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Bringing Videos to Life in DocSend

Now, when you include a link to a YouTube or Vimeo video, we’ll automatically open it right inside your document — a natural viewing experience to keep your prospects engaged.
DocSend video support

Telling a great story is the key to selling effectively. And every story needs a medium through which to be told. In the world of modern sales, when you’re not face to face or on the phone, that medium is often an email, or a supporting document. Sometimes though, video is exactly the right tool to bring your story to life.

Video is an incredibly powerful storytelling tool that’s being leveraged by more and more high performing sales teams. We’re thrilled to announce a first step towards helping you harness the power of video within DocSend documents. Now, whenever you include a link to a YouTube or Vimeo video, we’ll automatically open that video in a modal player right within your document — a natural viewing experience that keeps your viewers engaged.

Click the link in this sample doc to see it in action.

Your Content, Front and Center

Support for video was one of the earliest feature requests we received. It’s always been more of a “when” than an “if”. But, video is a complex beast. We didn’t want to build a solution so specific that it would only be useful to a handful of our users. Nor, did we want to build something so complex that the effort required to use it would far outweigh any benefit.

We also wanted to make sure we built something that looked great. You see, we believe that every interaction with a prospect is a representation of your brand — your personal brand, and your company’s. We recognize that by sending your documents through us, you’re trusting us with your image. We take that responsibility seriously and want to help you put your best foot forward.

With these points in mind, we held ourselves to three objectives when designing video support:

  • Make the viewing experience simple, and elegant.
  • Keep the viewer engaged with the document.
  • Make it easy to use.

What we arrived at is another example of trying to have DocSend “just do the right thing”. Rather than requiring you to upload a video in another format, to another site, we decided to make DocSend work seamlessly with the biggest video platforms out there — YouTube and Vimeo. When you upload a document that contains a link to a YouTube or Vimeo video, we’ll automatically detect it. No additional work required on your end. When a viewer clicks on that link, we’ll open a modal player right within the document. Simple.

Remote Video Presentation Made Easy

Does this work with Live Present you ask? Yes! You have total control as the presenter. If you click a link on a video while presenting, the video will play for both you and the viewer. Jump to a specific point in the video, and everybody connected to the presentation will jump to that point too.

You’ll even see how many people are currently viewing the video, and how many have finished watching. This way you’ll know you’ve conveyed your message before moving on to the next slide, without the back and forth — “Hey did you see it yet, oh, oh it’s still loading? oh, what about you? oh, well…I guess we’ll just wait here awkwardly.” Check it out:

DocSend Video Live Present Demo

This is just a first step towards enabling rich experiences within DocSend documents, but we think it’s an important one. We’re excited to see how you put it to use.

Pro Tips

Want to make your video stand out and entice more views? You can take a screenshot from the video player and have that image be the link. Learn how to do that here.

Want to keep your YouTube or Vimeo video private? Just set it to be a private URL. This way only viewers with the link will be able to see it, and it won’t be discoverable. Here’s how to do this on YouTube and Vimeo.


We’re always working on new ways make your documents come to life. Is there something you’d love to see in DocSend? Let us know!