DocuSign vs. Oracle Sales

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.

Incentivized

Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.

Incentivized

• 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

Incentivized

• Easy to sell products[.]
• Build customers and make customer hub[.]
• Tracking the sales cycle from marketing to sell the product[.]
• Build Reports and Anayltics related to opportunities, leads, and service requests[.]
• Getting customers issues after and before selling[.]
• High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.]
• Restrict users using RBAC role based access[.]

Incentivized

• 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.

Incentivized

• I would like to see more integration with other CRMs such as Salesforce.
• We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
• It be difficult navigating to accounts and drilling down into each specific customer to understand details.

Incentivized

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."

Incentivized

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.

Incentivized

Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.

Incentivized

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

Incentivized

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

Incentivized

Some of the more complex customer reports we have created are slow to run at times.

Incentivized

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

Incentivized

The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.

Incentivized

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.

Incentivized

Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.

Incentivized

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.

If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.

Incentivized

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.

Incentivized

As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.

Incentivized

When we purchased this system it was one of the more expensive options in the market. However, with an adjustment in service and a relative price structure, this has become a lot more cost-effective over the past few years. It’s now more of a middle-ranking in the pricing structure and I would definitely say this is value for money.

Incentivized

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

Incentivized

• 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

Incentivized

• We can very easily pull up a customer's order and provide any detail they need. The time this saves compared to manually tracking customer orders and accounts is incredible.
• Knowing exactly who is contacting customer service and what their orders status is before answering the calls makes the customer service reps job much easier than before.

Incentivized