DocuSign vs. Zoho Forms

I am going to speak of a personal experience- on multiple occasions: I need my husband to sign documents during the day and I don't need him here- physically. He sometimes works in different parts of the state as well at his own company. There is no problem at all, as long as he has access to his cell phone, email, and cell phone service- he can sign the documents I need him to. It is AMAZING- I can't speak highly enough of Docusign.

Incentivized

Zoho Forms is well suited for anyone wanting to track items from a specific event or feedback at the conclusion of an event. It is also well suited to track responses. Zoho Forms is less suited for the scenarios where official approval is required because the forms are meant for a single user, and not to be filled out by one person, and then forwarded to another to document the approval. It would also not be good to replace an excel or word document to submit to another department requesting a part number for a new product because again once the form is submitted there is not a way for the second party to 'Update' the existing form and add the part number assigned by the second party.

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

• It is a drag and drop custom form builder.
• It is able to send email/SMS and app notifications once it is submitted.
• It integrates with other Zoho services like Zoho CRM, Zoho Desk, etc.

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

• Easier integration between Zoho CRM and Zoho Forms
• Pre-filled client info or ways to easily import info to forms from Zoho CRM

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

Using Zoho Forms is easy thanks to many training videos online, Besides, the user interface is one of the best. The templates also makes it even easier

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

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

So far we have not faced any issue while using the software but our customer journey has been breathtaking so far, which obviously i am expecting, should be the case of the support of Zoho Forms as well. However we have explored their support channels; you can easily find the contact us form in the profile slider and there are other resources available with a single click like Help Menu, What's New Menu, Blogs and Forums. However i could not find any live chat or support with the Free version.

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

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.

I would say that DocuSign's biggest competitor and a most similar product is Adobe Sign. They both offer almost identical features with Adobe offering a slightly better interface. Adobe Sign is also less costly than DocuSign while offering templates that can be useful for various activities. If you are looking for more branding options then Adobe offers a slight advantage but for corporate control, I would say DocuSign offers more security.

Incentivized

I chose this software because it is very well integrated with other Zoho products which I am using. Apart from this it has mobile applications also which allows me to use this software from my mobile devices when I am traveling for work. Its mail merge feature is also one of the important reason to choose this software.

Incentivized

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

Incentivized

• DocuSign has made fax machines obsolete for receiving, signing, and returning documents to multiple parties.
• DocuSign is a secure method of signing documents and that is a positive. Fax machines are generally not very secure.
• DocuSign stores your documents in an encrypted form which protects your privacy and the privacy of all parties named in a document.

Incentivized

• Reduced time on labour intensive Word docs
• Imports data direct to CRM
• Can use data within CRM to facilitate completion for users

Incentivized