DocuSign vs. Ideagen Collaboration Portal

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.

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If you are sharing private information like contracts for designs and designs that aren't meant to be shared only with one client, the platform is very secure

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• Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
• Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
• Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
• The recipient can save the document after signing, so they too have their own electronic copy for their records

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• Huddle allows users to use the native document file types. For example, Word files are still in a Word, not a "Huddle" file version.
• Huddle workspaces are invitation-only. If someone should not be in the workspace, they will not be invited and provided access to the documents. Or, they can be removed from the workspace if needed.
• Communication about documents is located with the documents in a discussion thread under the document preview. Thus, email inbox clutter can be limited.

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• 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.

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• The desktop app is occasionally unreliable and it is never easy to get to the bottom of it with the tech support people...
• Tasks are virtually useless as they have no context. We want tasks to be against documents so we can make our workflow more formal but they are not, so we don't use them. A reimplementation of to do and calendar facilities with files/documents as the context would make a huge difference to us.
• The Huddle Office plugins are a great idea, but they cause us far too many Word and Excel crashes so we have to turn them off.

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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."

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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.

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Huddle is very easy to use whether you are a new user or you have used it for years, it is an incredibly intuitive system that is so simple to teach to new users, the lock feature prevents important documents from being edited accidentally, while the edit features allow for true collaborative working

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It does not go down. I have had zero issues with DocuSign, approaching 4 years.

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Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.

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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

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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.

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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.

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We liked how simple it was to use. And the feature set it offered was more in line with our needs than the alternatives we looked at

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In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.

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• Less paper use, faster signature times, less time standing at the printer/scanner to send documents to yourself
• Security over your signature! Security over your company's signature and authorization to approve projects, cash flow etc
• Love audit trails and the seamless tracking of the status of the document

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• This has made it a lot easier for remote workers to access important documents without needing to use the VPN at home (which does not always work).
• It clearly shows who updated the last document and when so it is clear who you need to ask if you have questions or something.
• We have used it in client settings, so this saves money as we do not need to request a separate client laptop or VPN token.

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