How It Works

DocuSend works with accounting software packages as well as most other document-generating software.

We take care of the paper, envelopes, printing, inserting, mailing, reporting and even reprinting—all for one low, all-inclusive price!
There are no monthly minimums or contracts.
It's the cost-efficient way to automate your document mailing processes.
Our proprietary technology is the perfect solution for streamlining mailing while saving on labor and materials.
Use your own invoice or document template, and simply print to PDF.

Upload PDF to Mail

Choose to include or omit a remittance envelope.
Upload your pre-addressed PDF file to our secure site.
Your per piece price will appear on the right side of your screen along with options to select.
Standard letter size if addresses align properly within envelope windows:

$1.03 for the first page and $0.10 for each additional page.
If addresses don’t align, we will make the necessary adjustments and mail your documents for an additional $0.03/envelope.
Options include certified, oversize, color printing, foreign mail, and more.

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 customersupport@docusend.biz for scheduling.

Print and Mail Invoices from your Computer

First-Class Mail versus Standard Mail

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.

First-Class Mail for Regular Mailings

First-Class Mail receives delivery priority over Standard Mail
No minimum
Any information

Standard Mail for Marketing Mailing

Standard Mail provides lower postage rates
A minimum of 250 postal qualifying pieces is required
Information on the document must be generic
Cost-effective way to send out notices and marketing messages

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.

DocuSend Templates

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.

Printing and Mailing Invoices and Flyers

Add an Insert- PDF, PNG, JPEG or JPG files

Create your generic document and save as a PDF, PNG, JPEG or JPG files.
Upload your mail file to DocuSend and select your job specifications. You'll see the option to "Add an Insert."
Click on the Upload an Insert button and browse your computer to select the insert you want to add to your mailing.
The insert is printed in black or color on 8.5" x 11" paper and gets placed as the last page of your customized invoices or letters.
Price to add a black and white insert is $0.12/page black and to add a color insert is $0.2/page.
Using the DocuSend insert option saves you time and money by not having to do a special mailing. Think of the postage savings!

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.

DocuSend Mailing Options

Remit To Address

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.

DocuSend is a HIPAA Compliant Service.

What that means for your HIPAA regulated business is:
No retention of your PDF documents.
We do not retain any of your images in our system once they are printed and mailed.
Your DocuSend Portal will only contain a summary of mailing activity.
You’ll have access to mailing activity totals by day including the file name, number of documents mailed, total cost, etc., but will not be able to access images of the mailed documents.
Special handling of your documents through the printing and mailing process.
Our procedures ensure that your documents are processed, printed and mailed with the highest standards of document integrity and security.
You are responsible to tell us if the documents you upload fall under HIPAA regulations.

To mail HIPAA documents, review the Terms and Conditions and check the HIPAA box on the upload page.

Click on the Terms and Conditions link to review documentation and then check the box.
Uploaded PDFs are destroyed after mailing. No retention of your PDF documents.
Portal will only contain summary of mailing activity. Document images are not retained.
All documents flagged, processed and verified by required HIPAA integrity protocols.

Oversized Mail

Envelopes that contain more than 7 inserts will incur an additional charge per envelope that includes manual processing, additional postage and a larger envelope.

Undeliverable Feature

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
1	1-4	N/A
2	5-7	N/A
3	8-13	$3.07
4	14-18	$3.37
5	19-23	$3.67
6	24-28	$3.97
7	29-33	$4.27
8	34-39	$4.57
9	40-44	$4.87
10	45-49	$5.17
11	50-54	$5.47
12	55-60	$5.77
13	61-65	$6.07
* Contact customersupport@docusend.biz for pricing on mailings larger than 14 ounces or more than 65 sheets.

DocuSend’s Solution for Bottom Stub Invoices

What Is Tumble Turn?

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.

print and mail billing statements or letters

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.

Requirements to Use the Tumble Turn Option:

You must select “Include Remittance Envelope” before you upload your file.
Your document must have a bottom remittance stub with return, recipient and remittance addresses (all three) listed on the stub.
You must select the appropriate address blocks on the bottom stub when prompted in DocuSend to identify correct address placements. DocuSend will automatically recognize that your document has to be tumble turned.
Highly recommended – select perforated paper to ensure smooth stub tear-off.

DocuSend Process

The process is similar to what payroll service solution companies provide.

It was costly for businesses to distribute their own payroll checks, keep a history of the transactions, and be totally on their own if something went wrong. In the same way, DocuSend automates an essential but labor-intensive task.
You no longer have to manage your payroll internally, and now, mailing your invoices and documents can join that time-saving, convenient suite of services.
And it’s faster than buying a stamp! DocuSend is great for mailing a single-page document or thousands.
If you mail more than 5,000 documents per month, contact us for additional discounting.

Sequence Numbers and Quality Control Coding

What information does DocuSend add to your documents?

The only information DocuSend touches on your documents are the recipient and Remit To mailing addresses.
We run them through postal software and place them back on your document with 3 important pieces of information for accuracy and expedited delivery.

Undeliverable Feature

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.

To correct the mailing addresses:

 Check the “Job Information Summary” chart to see if the undeliverable alert is listed.
 Click “Edit” to review the “Undeliverable Addresses.”
 Correct the mailing addresses or combine pages with previous pages.
 Correct your mailing address in the address fields.
 Click "Save Changes" when done and your updated information will be stored and printed on your documents.

If “undeliverables" are additional pages

 Click on the Review Individual Documents button.
 Find the "undeliverable" pages in the list.
 Click to "Combine with Previous Page" in the Distribution Options column.
 Be sure to "Save Changes" when done.
 If everything is fixed you will notice the undeliverable alert disappears from the Job Information Summary chart.

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

Modify File

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.

How it works

On your computer, create a simple txt document following this format:

R|Customer name
C|Customer name
E|Customer name

Download a txt sample

Details

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.

Examples of when you might want to use the Modify File feature:

You uploaded a file of invoices and then received a batch of payments. Instead of deleting individual files before we mail them to you, you can upload a TXT file that will delete multiple documents without having to do it one by one.
You won't be able to remove your "Do Not Mail" customers from your database file. Instead of deleting them one by one from your DocuSend file, just add the "Do Not Mail" records to a TXT file and we'll delete them for you.
You want to send some customers a certified document. Simply upload a TXT file of those customers and we will switch from first-class mail to certified (if all are getting certified you can simply click Apply Certified to all in Review Individual documents).
You forgot to include the email address in the recipient mailing address for some customers. Just upload a TXT file with that information and we’ll suppress the printing of the paper document and send it via email instead.
Your accounting or billing system doesn’t let you delete records in your file. So simply tell us in a TXT file which documents you don’t want us to mail.