Overview
What is DocuSign?
DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
Unfortunatelly not happy with DocuSign as they, in my opinion, breached the privacy of my clients, they got the documents signed
DocuSign: E-Signatures that Seal the Deal for Sales Operations
TrustRadius Insights
DocuSign for sales executive role
DocuSign Review
Easy E-Signature tool
Salesperson's best friend
Document Signing software at its best...
In my experience, terrible customer service with no ability to downgrade account
DocuSign
Worst Customer Service (for Enterprise Customers) I've Experienced
DocuSign - Pricing Model Makes it a Bad Fit for Small to Medium-sized businessses
DocuSign will change your life! AMAZING!
DocuSign Subscription Process Seems to be a Big Fail, They Seem to Make it Hard to Unsubscribe on Purpose
Very disappointing experience
I keep getting errors when I try to upgrade my …
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Reviewer Pros & Cons
Pricing
Personal
$15
Real Starter
$15
DocuSign for Realtors
$35
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
How to use DocuSign: Step-by-Step Tutorial Demo
DocuSign Demo
PowerShell Quickstart & Embedded Signing Demo | Developer Education
DocuSign for Salesforce Brief Overview and Demo
Part 3: Go-Live Demo | Go-Live
Integrating DocuSign Monitor and Splunk | Developer Education
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is DocuSign?
DocuSign states its mission is to accelerate business and simplify life for companies and people around the world.
DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature to sign electronically on practically any device, from almost anywhere, at any time.
Legacy, paper-based agreement processes are manual, slow, expensive, and error-prone. So DocuSign aims to eliminate the paper, automate the process, and connect it to all the other systems that businesses are already using.
The vendor states their platform has 350+ prebuilt integrations with popular business apps. In addition, its API enables embedding and connecting DocuSign with customers’ websites, mobile apps, and custom workflows. They boast more than 500,000 customers and hundreds of millions of users in over 180 countries, using DocuSign to accelerate the process of doing business and to simplify people's lives.
DocuSign Screenshots
DocuSign Videos
DocuSign Integrations
- Agiloft Flexible Service Desk Suite
- ConvergeHub
- BiznusSoft HR
- FieldService360
- SAP CPQ
- GlobalCapture from Square 9
- SmartIQ
- Workday Human Capital Management
- Salesforce
- Microsoft
- Oracle
- SAP
- Seal
- Apple
DocuSign Competitors
- PandaDoc
- Dropbox Sign
- Formstack Forms
- eversign
- Conga Sign
- Adobe Sign (formerly EchoSign)
- OneSpan Sign (formerly eSign Live)
DocuSign Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android, Windows Phone |
Supported Countries | Singapore, South Africa, South Korea, Spain, Sri Lanka, Sweden, Switzerland, Taiwan, Netherlands, United Arab Emirates, Unites States, United Kindom, Turkey, Ukraine, Uruguay, Vietnam, Romania, Russia, Latvia, Lithuania, Luxembourg, Macau, Malaysia, Mexico, New Zealand, Norway, Nigeria, Peru, Philippines, Poland, Portugal, Argentina, Australia, Austria, Belgium, Brazil, Brunei, Cameroon, Canada, Chile, China, Columbia, Czech Republic, Ireland, Japan, Kazakhstan, Italy, Indonesia, Israel, Denmark, Ecuador, Egypt, Estonia, Finland, France, Greece, Germany, Guatemala, Hungry, Hong Kong, Iceland, India, Indonesia |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(1036)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
DocuSign has become a versatile tool for businesses across various industries, providing efficient solutions to a wide range of document-related challenges. Users have praised its ability to streamline processes, save time and money, and enhance collaboration.
One of the primary use cases for DocuSign is in the HR realm. It has proven invaluable for HR groups by eliminating missing and tardy information, resulting in significant cost savings. Users have successfully moved from simple change forms to taking the entire new hire process paperless, improving efficiency and reducing administrative overhead. Additionally, DocuSign has improved diligence in tracking and storing HR documentation, ensuring compliance with internal protocols.
Another area where DocuSign shines is in contract management. Users have found it incredibly helpful for executing legal documents, templating debt documents, and completing administrative paperwork. Whether it's contract negotiation, tracking changes, or fully executing and distributing master agreements, DocuSign keeps everything organized and easily accessible. Real estate professionals, title companies, and administrators have also used DocuSign to share and sign purchase agreements and other documents, saving time and eliminating the need for physical signatures.
Additionally, DocuSign has proven invaluable in the sales and marketing arena. Sales representatives have relied on DocuSign to complete business transactions remotely, saving time and increasing revenue. It has been widely adopted by vendors for vendor contracts and forms signed during sales calls. Moreover, it simplifies the signing process for agreements, contracts, and other documents requiring signatures in sales and marketing efforts.
Furthermore, DocuSign has brought positive changes to industries such as finance and mortgage lending. It has significantly improved the online mortgage process, allowing critical documentation to be signed quickly while benefiting compliance departments. In finance, it has facilitated order management and enabled prospects to quickly agree to terms while making purchasing decisions.
Across all these use cases, users appreciate DocuSign's user-friendly interface that is easy to train users and signers on, making the transition to digital signing seamless. Its secure and efficient paperwork capabilities have made it a go-to solution for organizations seeking a contactless and efficient signing process. By addressing various pain points and providing a user-friendly experience, DocuSign has established itself as a trusted document authorization signature software used by businesses worldwide.
Intuitive User Interface: Many users have praised the highly intuitive and easy-to-navigate user interface of DocuSign. They appreciate the user-friendly design, which makes it effortless to perform tasks quickly and efficiently. The simplicity and accessibility of the interface are particularly helpful for individuals who are new to signing documents using the platform.
Efficient Multi-Recipient Signatures: Users highly appreciate the ability to send documents to multiple recipients at multiple locations for multiple signatures in DocuSign. This feature streamlines the process of obtaining signatures from various parties, saving time and effort. Users find it convenient to send documents to multiple recipients with a single action, reducing the need for individual calls and emails.
Real-Time Notifications: Users value the quick turnaround time of receiving notifications and signed documents back immediately after a recipient signs in DocuSign. This promptness ensures that documents are processed and finalized in a timely manner. The real-time capabilities of DocuSign, such as sending and returning contracts within minutes, are highly valued by users.
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Layout and formatting issues: Some users have expressed frustration with certain forms, such as the W9, due to layout and formatting issues that make them difficult to display properly in DocuSign.
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Deliverability of signature requests: Multiple reviewers have mentioned that signature requests from DocuSign often end up in spam filters, causing delays in the signing process. Users have expressed the need for improvements in the deliverability of these requests.
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Lack of user-friendliness: Several users have found DocuSign less user-friendly, especially for recipients who are not familiar with internet technology. They have highlighted difficulties in navigating and using the software, particularly during the initial stages.
Users have made several recommendations based on their experiences with DocuSign. The most common recommendations are:
Considering competitors instead of DocuSign, such as PandaDoc, for a better overall platform.
Doing research and considering the intended use and price point before choosing DocuSign.
Reviewing the cost per envelope as it can add up quickly and being mindful of hidden charges and packet fees.
Having the agreement reviewed by a legal practitioner to avoid any surprises in pricing.
Checking out real review sites and talking to support before making a decision.
Trying out the free trial of DocuSign to see if it meets the needs.
Familiarizing oneself with the rules, conditions, and advanced features of DocuSign.
Testing templates before rolling them out to ensure everything is working properly.
Considering other options if sending the same type of document or dealing with multiple documents.
Ensuring compatibility with tech stack before implementation.
Using a virtual card for easier billing support.
Double-checking email addresses of senders and signers to avoid any issues.
Creating a trial account to evaluate DocuSign.
Attribute Ratings
Reviews
(1-5 of 5)DocuSign Will Save You Time
- Ease of signature collection effort (fewer steps, fewer location/technology/knowledge requirements)
- Speed of signature collection (from transmission to signature to receipt of signature)
- Ease of user account management (administrative function)
- Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable.
- Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology.
- It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim.
- Electronic signature
- Signature fields for 3rd party documents
- This has cut our signature collection time by 70%
- Electronic storage of signed documents has given us a secure backup for sensitive data
- Need for electronic signature
- Distance between requestor and signature provider
- Lack of scanning/faxing/etc ability for signer for a wet signature
- Electronically secured/stored signed documents
- Policy sign offs
- Formal Acknowledgements (policy, disciplinary actions, annual review)
- Job Offer signatures
- Pre Background Check Screening Authorizations
- I'm not sure. I'd be curious to see other ways companies are using the technology.
- Product Features
- Product Reputation
- Implemented in-house
Once expectations were in place we created templates
Then we added the users and me as the admin
Then we went live.
It was fast fast fast, and we were up and running in no time. The longest part was the document configuration for 3rd party email templates.
- User error
- 3rd party integration slips (on 3rd party, not DocuSign)
- Online training
- Document Status Monitoring
- Reporting and Filtering
- Document Management
- Integrating fields in 3rd party software, due to instability in the 3rd party platform, not DocuSign
- Easy to implement
- No training needed on use!
- Other clients and vendors use so it's seamless
- Super easy to add additional users across the company
- We have not found any ways to improve yet! (Just rolled out in the past 6 months, but so far, so good!)
- Eliminates the need for multiple paper copies
- Eliminates the need to scan copies
- No need to save copies in multiple places on a server or personal files
- Much more secure and legally binding than previous methods of getting signed copies when needed
- Much quicker turnaround on sending and receiving signed copies
- Licensing
- Contracts
- Human Resources
- Accounting and finance
- Our licensing team is able to ensure assumptive agreements are executed, often on a rush basis
- Our HR team can share and return benefits documents quickly when there is a need
- Talent contracts can be executed on site if needed
- Benefits enrollment time
- Payroll changes
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Third-party Reviews
Reviews were important to us especially from clients and vendors who use the same product
- Implemented in-house
- finding out everyone who could use effectively -- still adding users after 6 months
- Easy to sign up and learn how to use
- Easy to share
- Easy to save signed documents
- No question if a signed document is legally binding
- None so far!!
DocuSign - great for a Remote Workfoce
- Files are retained within each user's account for excellent data retention.
- Files are date and time stamped to show when the review was completed.
- Workflows and routing systems are easily created - no more shuffling papers across desks.
- Only limited review notes can be added to a DocuSign Envelope.
- Workflows/review orders cannot be saved as a default.
- Reviewing complex files is easier on paper than on a computer within DocuSign
- Reduces printing costs.
- Enables a remote workforce - reducing necessary office footprint.
- Reduced need for paper file storage in the office.
HR
Accounting
Purchasing
She is responsible for creating accounts for employees that request them and deactivating accounts for departing employees.
- Contract review and approval
- Signing HR documents, such as offer letters, year end evaluations, merit increase and promotion documents
- Sending sales agreements to customers for review
- Workflow and review process for journal entries
- Workflow and review process for account reconciliations
We considering providing read/sign only access for certain individuals and providing full access to other users as necessary to reduce costs.
- Implemented in-house
We made a clean switch from paper to DocuSign and never looked back.
- Satisfy auditors that a review was well documented for SOX compliance
- Self-taught
- Adding different file types to an envelope
- Changing order of files within envelope
- Adding multiple signers to the envelope
- Providing comments/necessary changes within DocuSign
The mobile UI allows you to generate your own signature by signing on the screen of the device and is easy to click through signature areas.
Deliver Fast Mortgage Docs by Docusign!
- Docusign's legal team keeps up with the trends in the finance industry so we are in compliance.
- Enterprise support offers quick customer service for any troubleshooting issues.
- The website offers easily laid out how to guides at hand.
- The only issue I had in past with docusign was matching templates but they resolved this issue for us recently.
- Increased employee efficiency- we make sure when setting up the package- all necessary signature lines are tagged so we don't have to bother the customer again.
- Saves ups and postal cost!
- When someone is out of the office we can easily share mailbox accounts.
- ala mode
- Tracking of electronic signature and record consent.
- Recently started to use DocuSign for initial employee applications.
- Authorizations for managers to sign off on requests for new computers.
- To sign closing documentation- right now we can only use initial RESPA docs but perhaps in the future we can host closings electronically.
- Price
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Implemented in-house
- None
- Sending an envelope.
- Exporting users into DocuSign from a csv file.
- Setting up templates.
- Nothing.
A no-brainer for contract management
- Digital signatures have many applications, but for our company, we used it as a contract management system.
- The 1st time that you upload a new document that you want to turn into a digital form, it takes quite a bit of work to tell DocuSign where the data fields are and what type of data needs to be entered in these fields (e.g. phone number, email address, etc...). However, once it's done, if you make edits to the form offline (e.g. you change some legal wording) and you upload the document to DocuSign again, DocuSign does a very good job at remapping the fields based on the mapping that you had done with the previous version.
- DocuSign gives you quite a bit of flexibility on workflows (e.g. this person needs to sign first, then this person second, etc...)
- I wish it had had a more flexible document management capability to store contracts and other signed documents. I ended up downloading all the signed documents and moving them to a more flexible document management system.
- Compared to our traditional paper process, it increased the likelihood for a client to sign our engagement letter by a good 20%.
- It accelerated the sales cycle by several days. We didn't hear clients saying "I'm travelling. I'll send you the contract when I'm back in the office with a fax machine".
- It decreased the time to process a new contract into our CRM and accounting package from 30 minutes to 10 minutes, because the client data was filled in digitally.
- The company in which I implemented DocuSign produced a lot of engagement letters. We typically emailed the engagement letter to the prospective client. Before we used DocuSign, the client would print the document, fill it in, sign it and either fax it, scan it and email it or snail mail it. It would slow the sales cycle and we'd sometimes lose the client in the process. With DocuSign, the engagement letter could be filled in and signed online and submitted very quickly. DocuSign also allowed us to get the client's data electronically and move it into the CRM system without double entry.
- Implemented in-house
- Self-taught
- Not at this time.