What level DocSend plan do I need?

DocSend for Salesforce is available on DocSend Standard, Finance, and Enterprise. DocSend Enterprise also includes screen share, conference line provisioning, and dedicated account management.

What level Salesforce plan do I need?

Because DocSend has passed the Salesforce Security Review, DocSend for Salesforce works on all tiers of Salesforce. There’s no installation or configuration required – just connect your Salesforce account within DocSend, and you’re off to the races.

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