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.
$15
per month
Formstack Sign
Score 10.0 out of 10
N/A
Formstack Sign (formerly InsureSign, acquired by Formstack July, 2019) offers their eSignature application for document signing across all platforms (e.g. mobile, tablet, etc), document backup with audit trail, and support with features built around the needs of insurance agents and agencies.
While some of the other e-signature services offer less expensive pricing and more subscription offerings, DocuSign is the assumed industry standard. I've tried a few alternatives but I find that most companies prefer DocuSign as it is the respected leader in this business …
Better functionality at a much more acceptable price. With Formstack, if we have issues (very rare) we can actually get a hold of someone - not so much with DocuSign.
InsureSign intergrates with my customer management software. InsureSign has a better price. InsureSign has a better online system for the entire process.
This product is well suited in the use case that I provided before: when it comes to onboarding employees and providing a clear channel for decision making for human resources, this is an excellent tool to accomplish that. I would say the weak points is when you have back and forth communication with users that it might seem a little redundant to have that back and forth communication in that scenario.
I like how fast the process is to send and receive my signed and completed paperwork. Certain companies that I do business with require a "wet signature" so it cannot be used every single time in my business
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.
I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."
Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.
I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours
Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.
Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.
There has never been anything that we could really compare to Docusign. We have tried sending documents in a PDF version, but that was not nearly as efficient. DocuSign saves your signature in the system and uses that as it goes through your documents.
Better functionality at a much more acceptable price. With Formstack, if we have issues (very rare) we can actually get a hold of someone - not so much with DocuSign.
I've used Insuresign just 15 times in the last 30 days and saved 150 pages of paper and ink. I've also saved countless hours faxing, emailing , mailing and waiting and trying to get the client to sign and return the paperwork.