Plans: Personal | Standard | Advanced | Advanced Data Rooms
Overview
When creating a DocSend account, you will be automatically subscribed to a free 14-day trial of our Advanced Data Rooms plan to experience all the features DocSend has to offer.
Table of contents
How to sign up
For information on how to sign up for a DocSend trial, visit our Create a DocSend Account article.
Trial limitations
Upload limit
When trialing, you can upload up to 500 documents. To upload more, you can sign up for a paid subscription through the Upgrade or Billing page.
Important: .zip and .rar files are not currently supported on trialing accounts.
Additional users
While trialing DocSend, you can invite up to 20 team members to join your account and try out our features before purchasing a plan. See our User Management article for more information on how to add users.
eSignature
When trialing the Standard or Advanced plan, you’ll be able to collect up to 50 signatures during your trial period. To collect more than 50 signatures, you can sign up for a paid subscription of our Standard or Advanced plan.
Agreements to gate access
While trialing the Advanced plan, you can collect up to 50 signatures between Signable eSignature documents and Agreements. To collect more than 50 signatures across both features, you can sign up for a paid subscription of our Advanced Data Rooms plan. For more information, see Gate Access with Agreements.
Space (data room) notifications
While trialing the Standard or Advanced plan, the Space Notifications feature will not be available for use. To leverage Space Notifications, you can sign up for a paid subscription through the Upgrade or Billing page.
Space (data room) Group invitations
While trialing the DocSend Advanced Data Rooms plan, you can invite up to 50 visitors per day via groups. To invite more than 50 visitors using groups, you can purchase a DocSend Advanced Data Rooms subscription.
Trial expiration
You’ll receive an expiration notice 3 days before your trial end date on the DocSend web application and through email.
Once your trial ends and no card is on file, our system will automatically switch your account to the free Limited Trial plan and disable all links with premium features enabled. See our Limited Trial article to learn about downgrading.
Things to consider
- All trials include the DocSend Advanced Data Rooms plan. If you’d like to change the plan you’re trialing, reach out to our support team.
- You can sign up for a Standard or Personal trial by going to our Plans page and clicking the Select Plan button associated with the desired plan type.
- If you upgrade to a plan that is different than the one you are currently trialing, your account will be upgraded to that plan and your card will be charged immediately.
Related reading
- Create a DocSend Account
- Manage your subscription
- Billing Page explained
- What are Spaces (data rooms)?
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Still need help? See more articles in the DocSend Help Center.