A major goal of our company is to be …
DocuSign for Realtors
Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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.
|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
- Easy to send documents for signature and notify other parties when the document is sent as well as when the document has been signed.
- The comment and notes section is something we rely on, so the signer knows what they are signing and that it's been reviewed by our legal and finance teams.
- I honestly haven't noticed anything additional that I would request from DocuSign. I use DocuSign at least 10+ times per day and have not had a glitch or issue yet.
- interface with other products
- track signing
- my account was upgraded without my permission and a significantly higher rate auto debited from my account monthly
- when I called to inquire, the system would demand my account number before I could speak to a representative, shortly after a recording would come on and say that there was no one to answer my call. This happened at 9am, 10am and afternoon
- Going online to request tech support, you need to submit a ticket request. I tried this after not being able to reach anyone over the phone. A couple of things. 1. they make it overly complicated, obviously trying to detour folks from submitting a request. 2. when I found where to change my plan, the button was greyed out and I couldn't change my plan.
- 90% of what the website had listed under the support tab was password related. There wasn't anything about account questions. I was able to navigate through support questions to find how to "change my account". This doesn't straighten out the issue of the months I was being charged almost 3x what I had signed up for, but I'll see if I can waste more valuable time to figure that out later. For now, just trying to change my account back. The directions say that I need to go to account settings under the top navigation bar. I actually didn't have that option. The directions say that if you don't have that option then you're not the account owner. I am the only user, and the funds are coming out of my account monthly. Unbelievable. One might think that all of this is intentional on DocuSign's part.
- Clear on where to sign
- Easy to access
- User Friendly
- The email after your done signing to invite me to join - Its confusing. It always makes me feel as if I may have missed a step.
- Bigger Page to express being DONE
- Easy workflow
- Valid digital signatures
- Variety of signature/field options
- More template options
- Easy to manage, super easy to see the status of each one of your Envelopes in the manage tab
- The certificate of completion. This is a legally binding document that shows date/time stamp, name of signer, email and IP address. Pretty nice to have an enforceable document housed with all of your contracts in one place.
- The correct feature. This feature can save you from wasting an 'Envelope' which are pricey. If you aren't familiar with that feature you really should, it could save you time, money and frustration.
- Support team is not super helpful. Most of the time it's just a link to an article that they send you that doesn't address the issue. All the while you've searched Google before contacting support with no luck in finding the answer.
- Shuffling of Account Managers, some consistency with one sales team over a longer period would be nice. Instead, it's a constant shuffle of new people and it's very easy to get mixed messaging, getting contacted back and misalignment of prior sales team and new sales team at DocuSign.
- 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.
- Online training
A major goal of our company is to be as paperless as possible so DocuSign allows us the opportunity to work towards this goal by allowing documents to be signed electronically.
It also helps to prevent documents having to be printed out for signature and kept in a physical file folder or being lost/stolen/etc. Just safer to enable electronic signatures, especially with sensitive documents.
- Electronic signature
- Digital document management
- Seamless sharing and updating
- More flexibility with e-signature options
- Larger viewscreen so I can fully read a document before signing
- Fast signatures
- Tracking of signatures
- Can view all signed documents
- Signature groups can be created
- Slow process
- Quite expensive
- Bad customer service
- No good FAQ's mentioned for help
- Sales- they call you and call you to see if there is anything they can do to get you to upgrade your account
- [In my experience] customer service is impossible to talk to. [I feel] there are way too many hoops to jump through before being able to contact someone.
- [I felt] it was near impossible to cancel or downgrade an account through customer service or the software, it [sent me] in loops and [didn't] work to cancel.
- Customer Service, [I feel], does not follow through with cancellations or downgrades even if they tell you it will be taken care of. I even got a phone call from the sales guy and I verified we didn't need it for a while. They told me it would be canceled but it wasn't.
- [In my experience] getting a refund for a charge they shouldn't have charged will take upwards of an hour and will require you to wait 10- 14 days plus your bank processing time to receive.
- Signing documents
- Administrator control over all users and signatures
- Signature logs to review all signed documents across the organization
- The ability to create signature groups for specific tasks
- Somewhat expensive as Adobe has a free version to sign documents now
- DocuSign is slow sometimes
- DocuSign is a little difficult to setup up across an organization with many users
- Quickly share documents between agents
- Allow for electronic signatures instead of having to chase around clients
- Being able to send to multiple people at the same time which I am plus time being spent calling and emailing people
- The mobile functionality is not always easy to use
- Having to the visual boxes for everything that needs to be filled in is time consuming
- Having to create an account is inconvenient
- EASY and user friendly.
- Fast and reliable.
- Saves the environment.
- It is a little expensive.
- Easy to use user interface (both sending and receiving)
- Integrations with other platforms (e.g. Box, Google Drive, etc.)
- Enterprise admin control is robust
- Robust functionality
- Can get expensive
- Decent user interface
- Large user base making it well known
- Fairly easy to put a contract in and create the fields for signatures and fill-in.
- The hidden costs once you exceed 100 envelopes is INSANE.
- The hidden costs when wanting to integrate it with their API is ABSURD
- The aggressive nature of their account managers & high-pressure to sign expensive unexpected renewals is terrible.
- Allows me to create templates that are used often, like agreements
- Fields are easy to add and customize
- DocuSign manages the process and sends reminders to parties to complete
- Takes the stress of managing signatures and processes off me
- It would be nice to be able to mass send documents to multiple people that have to sign individual documents instead of sending a document to each one
We use it for getting e-signatures for Order forms, MSAs and legal documents. With its integration with Salesforce, we can automate a lot of the sending process and automatically storing it in Salesforce when the document is signed.
- E-signature - Used worldwide for getting e-signatures
- Its user provisioning process with Salesforce CPQ where user provisioning is still not supported via SSO. Every time a new user joins and needs to send a DocuSign via CPQ, the user has to be manually setup.
You can easily customize it so you can give users the right level of access that is needed.
It has great options of sending and receiving data back.
It integrates very well with Salesforce and saves a lot of time if you can utilize all features like templates and mapping and tags.
The scenario where it cannot be used in is where countries dont accept DocuSign as a legal binding process. There is nothing that DocuSign can do about that but you will need to setup a process where you can get the forms back and store them in a way where they can be accessed by the right people.
- Makes it easy to generate and send docs to clients.
- Easy for clients to sign.
- Allows multiple documents to be sent.
- Allows a variety of document templates to be created and stored.
- Creates an electronic paper trail.
- Easy to stay organized.
- Make documents textable.
- Create an HTML link to sign or review docs.
- Create feature that allows users to create end store e-signature.
- Easy to use
- Accomplishes the goal of getting things signed
- Can be internal or external
- Eliminates use of fax machine
- Simple design
- Easy to use
- Document tracking
- Email when a document is done
- Templates are very simple to use but not transferrable
- Complete paperwork easily
- Sign paperwork easily
- Submit paperwork to supplier easily
- Simple Sign in process
- Seeing previous documents signed
- Easy use for external signers
- Ability to keep templates
- Keeps copies of all documents
- Ability for more editing in templates
- More customizable notifications
- Keeps documents very organized and easy to find.
- Makes it easy for individuals to sign records.
- Everything is digitalized for you - no more digging for papers.
- The ability to get a quick response from applicants was a major pro of DocuSign.
- The fact that the document that you receive back is a Legal Document was also a major plus.
- I really like the Cloud Archive feature, where you can access old documents.
- I would prefer is the documents were in ADOBE Format.
- My applicants were sometimes unfamiliar with DocuSign so they did not know how to use.
- DocuSign documents would at times go to applicants spam boxes, which was very frustrating.
- Virtual signing with authenticated serial numbers
- Automated reminders and deadlines
- Easy confirmation to all parties when completed
- Multi-user signing supported
- Cloud storage and management
- Clarity on pricing and packages
- Ability to control which party receives copies of the finalized document
- User interface
DocuSign is less useful if you have a situation where there are multiple parties who need to complete a document but not all parties should receive a copy of the final document.
DocuSign may also be problematic in terms of cost. The first 12 months, you will have the opportunity to choose a generalized package with a monthly fee. After 12 months, DocuSign will require you to change to a package based on usage. This is not communicated effectively when signing-up and can could come as a shock depending on how much your organization will use it.
- Saves documents within its system to revisit
- Sends an email to the party that the signature is requested from
- Saves the signature for each user account to avoid writing it multiple times.
- I dislike that links expire and sometimes the admin must resend a new one
- Sometimes the other party doesn't always get the e-mail