DocuSend works with accounting software packages as well as most other document-generating software.
Documents are mailed within two business days provided that uploaded PDFs meet basic DocuSend criteria (Printed to PDF, not scanned, valid addresses). * For uploads in excess of 5000 documents, please contact firstname.lastname@example.org for scheduling.
USPS postal regulations require invoices, billing statements and other financial documents to be mailed first-class when they contain information specific to the recipient. But letters and notices that only contain generic information can be sent as Standard Mail at a significant reduction in postal rates.
DocuSend is now offering our users the ability to send 8.5 x 11 documents via Standard Mail. Sometimes referred to as Marketing or Third-Class mail, it's a great way to send generic documents at reduced postage rates.
Use your current invoice or a DocuSend template on QuickBooks. In order to use the DocuSend online app you can use the following word template. Your return address and mailing address must be in the upper left quadrant of your document. Our easy measurement guide can also help you with placement. Measurement guide.
Great marketing and communication tool! Need a cost-effective way to get important information out to your customers? Then add letter-size flyers, announcements, advertisements, coupons and notices to your DocuSend mailings. Add an Insert- PDF, PNG, JPEG or JPG files.
Include a # 9 window remittance envelope for your customers to remit their payment back to you.
Select to include a Remittance Envelope in package options. If we don't detect a Remit To Address, we'll prompt you to key it in. We will place it in the right spot on your invoice so it will show through the window of the # 9 envelope. We'll remember it for you so when you upload your next file, you don't have to type it in.
Envelopes that contain more than 7 inserts will incur an additional charge per envelope that includes manual processing, additional postage and a larger envelope.
The undeliverable feature helps you to detect foreign mail over 4 sheets, oversize with more than 65 sheets in one envelope, or coronavirus mail delivery restrictions. Once you upload your document and an undeliverable alert is shown, you can go to "Review Individual Documents" to see the affected pages. DocuSend Is Faster Than Buying Stamps!
|DOCUSEND OVERSIZE RATES|
|# Ounces||# of Inserts (includes pages and remit)||Oversize Surcharge Per Envelope|
|* Contact email@example.com for pricing on mailings larger than 14 ounces or more than 65 sheets.|
Tumble turn means we will print your return, recipient and remittance addresses on the flip side of your bottom stub. We include a message “Please insert so this address shows in window of remittance envelope” above the remittance address.
This ensures that all addresses align correctly within the windows of the envelopes and that your recipient will mail the correct stub back to you. Your complete invoice is printed on one side, and mailing addresses are then also printed on the other side. This tumble turn option is an additional $0.03 per envelope for duplex printing.
If your invoice’s mailing and remittance addresses are at the bottom of your document, DocuSend has a solution for you. It’s called tumble turn. This option is for invoices that have a bottom stub and you are including a remittance envelope for your customers to mail their payment back to you.
The process is similar to what payroll service solution companies provide.
What information does DocuSend add to your documents?
DocuSend's undeliverable alert provides a fast way to resolve undeliverable pages—all online after you upload your PDF document.
Undeliverable pages are pages that were deemed undeliverable due to missing, invalid or incomplete mailing addresses for Standard Mail and Certified Mail. Go to Edit “Undeliverable addresses” under job details to see which pages are affected.
If you don't fix the addresses, those envelopes with undeliverable addresses will not be included in your mailing. Invalid Mailing Address Detector for Standard and Certified Mail—See Video
DocuSend is happy to announce a new feature for our users that allows you to more easily modify a file by uploading an additional text file. It is implemented in the QuickBooks, FreshBooks, and DocuSend online apps. The text file helps to modify the distribution options without having to manually select changes for each individual document in your upload file.
Using the TXT feature allows you to automatically remove files based on addressee name or switch the distribution options from US mail to email or certified delivery right after you upload the txt file. It eliminates the manual process of having to go in and change individual records or deleting your complete file and re-uploading a revised file.
On your computer, create a simple txt document following this format:
R=Reject; C=Certified; E=Email. R stands for “rejected” and enables you to automatically reject the documents being sent to a specific addressee. C stands for Certified option, and E for the Email option, which means the mail status of the documents to this particular customer will switch from US mail to certified, or to email.
After the upload, find the button "Modify File" in the review section. It appears only when you have 100 documents or more in your upload file. Clicking on “Modify File,” you can upload your prepared text file, and the program automatically applies the changes to your files.
If you applied the Modify File to remove some documents, you cannot upload an additional TXT file or make changes to the already “Rejected” lines. However, you could go into Review Individual documents and make other modifications there.
Our DocuSend, QuickBooks, and FreshBooks users who send more than a hundred invoices or other documents will appreciate this feature, as it is aimed at making your mailing process even faster and allows you to make modifications more easily.