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DocuSign

DocuSign

Overview

What is DocuSign?

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.

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Recent Reviews

TrustRadius Insights

DocuSign has become a versatile tool for businesses across various industries, providing efficient solutions to a wide range of …
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Easy E-Signature tool

6 out of 10
November 24, 2022
My Company uses Docu Sign software to get Digital sgnature from our partners and vendors for various documents like partnership …
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DocuSign

1 out of 10
June 22, 2022
I have been with DocuSign since 2015 and I can say they have the worst customer support. I originally wrote a long explanation as to why I …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Personal

$15

Cloud
per month

Real Starter

$15

Cloud
per month

DocuSign for Realtors

$35

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.docusign.com/products-and…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

How to use DocuSign: Step-by-Step Tutorial Demo

YouTube

DocuSign Demo

YouTube

PowerShell Quickstart & Embedded Signing Demo | Developer Education

YouTube

DocuSign for Salesforce Brief Overview and Demo

YouTube

Part 3: Go-Live Demo | Go-Live

YouTube

Integrating DocuSign Monitor and Splunk | Developer Education

YouTube
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Product Details

What is DocuSign?

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.

DocuSign Screenshots

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DocuSign Videos

DocuSign eSignature: How it Works
Whether you are an independent contractor, sole proprietor, small business, medium-sized business, or large enterprise - digital contract management platforms are designed to keep you on schedule with agreements as well as organized should you ever need to refer back to a cont...
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DocuSign Competitors

DocuSign Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesSingapore, 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

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.

PandaDoc, Dropbox Sign, and Formstack Forms are common alternatives for DocuSign.

Reviewers rate Availability and Support Rating and Implementation Rating highest, with a score of 10.

The most common users of DocuSign are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(1023)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

DocuSign has become a versatile tool for businesses across various industries, providing efficient solutions to a wide range of document-related challenges. Users have praised its ability to streamline processes, save time and money, and enhance collaboration.

One of the primary use cases for DocuSign is in the HR realm. It has proven invaluable for HR groups by eliminating missing and tardy information, resulting in significant cost savings. Users have successfully moved from simple change forms to taking the entire new hire process paperless, improving efficiency and reducing administrative overhead. Additionally, DocuSign has improved diligence in tracking and storing HR documentation, ensuring compliance with internal protocols.

Another area where DocuSign shines is in contract management. Users have found it incredibly helpful for executing legal documents, templating debt documents, and completing administrative paperwork. Whether it's contract negotiation, tracking changes, or fully executing and distributing master agreements, DocuSign keeps everything organized and easily accessible. Real estate professionals, title companies, and administrators have also used DocuSign to share and sign purchase agreements and other documents, saving time and eliminating the need for physical signatures.

Additionally, DocuSign has proven invaluable in the sales and marketing arena. Sales representatives have relied on DocuSign to complete business transactions remotely, saving time and increasing revenue. It has been widely adopted by vendors for vendor contracts and forms signed during sales calls. Moreover, it simplifies the signing process for agreements, contracts, and other documents requiring signatures in sales and marketing efforts.

Furthermore, DocuSign has brought positive changes to industries such as finance and mortgage lending. It has significantly improved the online mortgage process, allowing critical documentation to be signed quickly while benefiting compliance departments. In finance, it has facilitated order management and enabled prospects to quickly agree to terms while making purchasing decisions.

Across all these use cases, users appreciate DocuSign's user-friendly interface that is easy to train users and signers on, making the transition to digital signing seamless. Its secure and efficient paperwork capabilities have made it a go-to solution for organizations seeking a contactless and efficient signing process. By addressing various pain points and providing a user-friendly experience, DocuSign has established itself as a trusted document authorization signature software used by businesses worldwide.

Intuitive User Interface: Many users have praised the highly intuitive and easy-to-navigate user interface of DocuSign. They appreciate the user-friendly design, which makes it effortless to perform tasks quickly and efficiently. The simplicity and accessibility of the interface are particularly helpful for individuals who are new to signing documents using the platform.

Efficient Multi-Recipient Signatures: Users highly appreciate the ability to send documents to multiple recipients at multiple locations for multiple signatures in DocuSign. This feature streamlines the process of obtaining signatures from various parties, saving time and effort. Users find it convenient to send documents to multiple recipients with a single action, reducing the need for individual calls and emails.

Real-Time Notifications: Users value the quick turnaround time of receiving notifications and signed documents back immediately after a recipient signs in DocuSign. This promptness ensures that documents are processed and finalized in a timely manner. The real-time capabilities of DocuSign, such as sending and returning contracts within minutes, are highly valued by users.

  1. Layout and formatting issues: Some users have expressed frustration with certain forms, such as the W9, due to layout and formatting issues that make them difficult to display properly in DocuSign.

  2. Deliverability of signature requests: Multiple reviewers have mentioned that signature requests from DocuSign often end up in spam filters, causing delays in the signing process. Users have expressed the need for improvements in the deliverability of these requests.

  3. Lack of user-friendliness: Several users have found DocuSign less user-friendly, especially for recipients who are not familiar with internet technology. They have highlighted difficulties in navigating and using the software, particularly during the initial stages.

Users have made several recommendations based on their experiences with DocuSign. The most common recommendations are:

Considering competitors instead of DocuSign, such as PandaDoc, for a better overall platform.

Doing research and considering the intended use and price point before choosing DocuSign.

Reviewing the cost per envelope as it can add up quickly and being mindful of hidden charges and packet fees.

Having the agreement reviewed by a legal practitioner to avoid any surprises in pricing.

Checking out real review sites and talking to support before making a decision.

Trying out the free trial of DocuSign to see if it meets the needs.

Familiarizing oneself with the rules, conditions, and advanced features of DocuSign.

Testing templates before rolling them out to ensure everything is working properly.

Considering other options if sending the same type of document or dealing with multiple documents.

Ensuring compatibility with tech stack before implementation.

Using a virtual card for easier billing support.

Double-checking email addresses of senders and signers to avoid any issues.

Creating a trial account to evaluate DocuSign.

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Several departments use Docusign. Docusign allows us to have [a] secure web-based signature collection instead of relying on access to notaries, fax machines, scanners, or other means of relaying hard signatures. The electronic signature also opens up more doors for accessibility such as mobile and for customers/clients who do not have access to those means.
  • 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.
This [software] is [amazingly] helpful in any situation requiring a signature. Legal departments, Human Resources departments, Procurement, Auditing, Recruiting, etc. There are tremendous application possibilities.
  • Electronic signature
  • Signature fields for 3rd party documents
  • This has cut our signature collection time by 70%
  • Electronic storage of signed documents has given us a secure backup for sensitive data
We used home grown electronic signatures and were not pleased with the maintenance required.
50
The departments who currently make use of the technology are our Legal, Human Resources, Talent Acquisition and Information Technology groups. The heaviest use is Talent Acquisition.
1
Skilled HRIS tech with knowledge/understanding of HTML and advanced document formatting skills.
  • Need for electronic signature
  • Distance between requestor and signature provider
  • Lack of scanning/faxing/etc ability for signer for a wet signature
  • Electronically secured/stored signed documents
  • Policy sign offs
  • Formal Acknowledgements (policy, disciplinary actions, annual review)
  • Job Offer signatures
  • Pre Background Check Screening Authorizations
  • I'm not sure. I'd be curious to see other ways companies are using the technology.
The interface is simple enough. However, customization of documents requires differing levels of development, mostly dependent on the platform in which DocuSign is going to be used. This is especially true when there are embedded DocuSign fields being used in a 3rd party app.
Yes
Docusign replaced the home grown solution we had developed for capturing signatures. It was a very manual process and there was not uniform tracking. We wanted something automated and consistent. Docusign gave us that.
  • Product Features
  • Product Reputation
It worked. Plain and simple. There were other options out there, but DocuSign had a good reputation and it delivered in the areas we needed most. The selection was not that difficult once we saw the platform perform.
If I had to do it again, it might be with different software to integrate. I believe however, that I would start by asking about compatibility with my product. Fortunately enough for us, DocuSign had plenty of experience with the platforms we had in place. Second I would want to see a demo of the software in action in 2-3 different use scenarios. Third I would want to see what reporting/tracking features I would have. Lastly, I would discuss licensing and cost.
  • Implemented in-house
Yes
First stages were discussions with the 3rd party for integration
Once expectations were in place we created templates
Then we added the users and me as the admin
Then we went live.
It was fast fast fast, and we were up and running in no time. The longest part was the document configuration for 3rd party email templates.
Change management was a minor issue with the implementation
There will always be persons who prefer to try and do things their old way instead of conforming. Squash that immediately so that stakeholders have a consistent and audit-passable method.
  • User error
  • 3rd party integration slips (on 3rd party, not DocuSign)
Nothing wordy. It was efficient and quick.
  • Online training
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.
Service is fast and courteous. There is not a lot more to say beyond that.
We did not need it, so we did not purchase it. Once our initial setup was complete, we had no need. This system does not break.
No
I can't think of a singular incident. I can only recall the initial setup. Most of the time, we had questions regarding the integration with a 3rd party, and DocuSign responded quickly and with clarity to resolve the matter. In fact, they had understanding of the 3rd party that I did not, even though I was an administrator.
DocuSign is simple to use. Even docusign template fields are simple, once you've used them a couple of times. This is very user friendly, and I have had zero issues as an administrator.
  • Document Status Monitoring
  • Reporting and Filtering
  • Document Management
  • Integrating fields in 3rd party software, due to instability in the 3rd party platform, not DocuSign
Yes, but I don't use it
In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.
It does not go down. I have had zero issues with DocuSign, approaching 4 years.
Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.
Ann M. Frank | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our company recently implemented DocuSign as we often have agreements and licenses to share and cosign with clients and vendors. DocuSign makes it so much easier than printing, signing, scanning and saving in secure locations. It is a time-saver while also making sure that we have legally executed documents on file. Not to mention that it saves lots and lots of paper!
  • Easy to implement
  • No training needed on use!
  • Other clients and vendors use so it's seamless
  • Super easy to add additional users across the company
  • We have not found any ways to improve yet! (Just rolled out in the past 6 months, but so far, so good!)
Easy to get any legal documents shared and signed quickly. No need for paper copies or using a scanner. It's a time and resource saver!
  • Eliminates the need for multiple paper copies
  • Eliminates the need to scan copies
  • No need to save copies in multiple places on a server or personal files
  • Much more secure and legally binding than previous methods of getting signed copies when needed
  • Much quicker turnaround on sending and receiving signed copies
We did not have another product. That meant copies were sent out with signature lines for signature, cosign, copy, scan, then saving in a file somewhere. This eliminated all of that!
Everyone who has access to this solution loves it. As noted, it saves on so many resources, both materials and time! We also know that documents executed this way are legally binding. A+ all the way around. I am not sure why we didn't have this sooner, based on the amount of legal documents we share with clients and vendors.
Facebook for Business, Atlassian JIRA Align (formerly AgileCraft)
20
Accounting, licensing, creative, producers, finance, talent, account management
2
Our accounting and finance team designates those who have a need. Because it's so easy to use and implement, no special skills are needed except to recognize the need and share access to information.
  • Licensing
  • Contracts
  • Human Resources
  • Accounting and finance
  • Our licensing team is able to ensure assumptive agreements are executed, often on a rush basis
  • Our HR team can share and return benefits documents quickly when there is a need
  • Talent contracts can be executed on site if needed
  • Benefits enrollment time
  • Payroll changes
Easy implementation, ease of training, great results so far, along with time and resource savings. Plus no questions on if a document is legally binding.
No
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Third-party Reviews

Reviews were important to us especially from clients and vendors who use the same product
We did not have a resource before. I was not involved in the process, but know we've had great results
  • Implemented in-house
No
Change management was minimal
  • finding out everyone who could use effectively -- still adding users after 6 months
Maybe conduct a survey or review a year's worth of contracts and documents to better target everyone who will need access
No
We have not found a need for additional support at this time
No
  • Easy to sign up and learn how to use
  • Easy to share
  • Easy to save signed documents
  • No question if a signed document is legally binding
  • None so far!!
Yes, but I don't use it
So simple to implement, solves all our prior issues related to legally signed documents including time and resource savings (no scanners or paper needed!) and we have not had any issues so far. Excellent product and solution
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We used DocuSign as an integral part of our accounting department's journal entry and account reconciliation processes. We implemented DocuSign as part of an effort to allow our team to work remotely, comply with SOX documentation requirements, and reduce our reliance on paper within our accounting department. Entries and Reconciliations were submitted to the reviewer via DocuSign and the review was completed within the DocuSign envelope.
  • Files are retained within each user's account for excellent data retention.
  • Files are date and time stamped to show when the review was completed.
  • Workflows and routing systems are easily created - no more shuffling papers across desks.
  • Only limited review notes can be added to a DocuSign Envelope.
  • Workflows/review orders cannot be saved as a default.
  • Reviewing complex files is easier on paper than on a computer within DocuSign
DocuSign is a great tool to allow a remote workforce to sign off on contracts and documents. In situations where feedback is required, there are limited avenues to return a file for changes. Signers have limited options to mark up documents within DocuSign - we were limited to initials and signatures. This makes providing evidence of review a little challenging.
  • Reduces printing costs.
  • Enables a remote workforce - reducing necessary office footprint.
  • Reduced need for paper file storage in the office.
100
Legal
HR
Accounting
Purchasing
1
We have 1 employee who, in addition to her day to day tasks, supports the administration of DocuSign accounts for all employees.
She is responsible for creating accounts for employees that request them and deactivating accounts for departing employees.
  • Contract review and approval
  • Signing HR documents, such as offer letters, year end evaluations, merit increase and promotion documents
  • Sending sales agreements to customers for review
  • Workflow and review process for journal entries
  • Workflow and review process for account reconciliations
The product is a great tool for a remote workforce. As the company gets bigger, adding users to the account can be rather expensive.
We considering providing read/sign only access for certain individuals and providing full access to other users as necessary to reduce costs.
  • Implemented in-house
No
Change management was minimal
We had a group of users at all levels develop and test our process before rolling out DocuSign to review and approve journal entries and reconciliations. We hosted a training for all new users and had one person as a point of contact for questions about how to use the software.
We made a clean switch from paper to DocuSign and never looked back.
  • Satisfy auditors that a review was well documented for SOX compliance
DocuSign is easy to use and implement across a broad range of computer literacy levels. It was very easy to mirror our existing paper process in an electronic form using DocuSign's software.
  • Self-taught
This product is very intuitive and easy to learn on your own. There is a very thorough guide available online to answer questions about how to use the system.
DocuSign support is very responsive, however we do not rely on them as the system is very intuitive.
No
  • Adding different file types to an envelope
  • Changing order of files within envelope
  • Adding multiple signers to the envelope
  • Providing comments/necessary changes within DocuSign
Yes
Mobile interface is great when you already know what you are looking at. I would not suggest using the mobile interface when attempting to review a contract.
The mobile UI allows you to generate your own signature by signing on the screen of the device and is easy to click through signature areas.
DocuSign is a very easy to use tool. End Users were able to quickly understand how to generate envelopes and send to the necessary signers.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Docusign is used for various workflows by several departments. We mainly use DocuSign to receive and send electronic RESPA documents to our mortgage borrowers to make the process easier. We also use DocuSign in-house and send expense reports, authorization forms and employee applications. Using DocuSign makes it easier to track and see outstanding documentation that needs to be addressed.
  • Docusign's legal team keeps up with the trends in the finance industry so we are in compliance.
  • Enterprise support offers quick customer service for any troubleshooting issues.
  • The website offers easily laid out how to guides at hand.
  • The only issue I had in past with docusign was matching templates but they resolved this issue for us recently.
When you have two signers and one might be out of the country on business- that's a perfect use of DocuSign so there is no delay. It is also well suited when you have a rush deal or closing and need the documents signed ASAP!
  • Increased employee efficiency- we make sure when setting up the package- all necessary signature lines are tagged so we don't have to bother the customer again.
  • Saves ups and postal cost!
  • When someone is out of the office we can easily share mailbox accounts.
  • ala mode
Docusign has an easier to use portal - we tested both about 10 years ago and DocuSign offered a better price and it seemed easier to use.
500
Send out mortgage respa application packages
3
Knowledge of the mortgage industry and software application
  • Tracking of electronic signature and record consent.
  • Recently started to use DocuSign for initial employee applications.
  • Authorizations for managers to sign off on requests for new computers.
  • To sign closing documentation- right now we can only use initial RESPA docs but perhaps in the future we can host closings electronically.
We have integrated docusign with our online application.
No
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
The customer service that docusign had to help us lift off the portal with our existing users and forms.
Nothing.
  • Implemented in-house
Yes
Imported users and did not have templates used right away
  • None
Use the how to guide online - it has a lot of easy steps (like importing csv files).
Yes
They offered enterprise support with our envelope package - they are the best!
Never had an issue getting someone or if it needed to be escalated they were on top of it!
Yes
very quick!
We had concerns with the new rollout and our account rep gave us access to her counsel for legal advice on how to move forward and stay in compliance.
  • Sending an envelope.
  • Exporting users into DocuSign from a csv file.
  • Setting up templates.
  • Nothing.
Yes
really good for signers on the go!
Been using this for 10 years and it gets easier and easier.
Score 9 out of 10
Vetted Review
Verified User
  • Digital signatures have many applications, but for our company, we used it as a contract management system.
  • The 1st time that you upload a new document that you want to turn into a digital form, it takes quite a bit of work to tell DocuSign where the data fields are and what type of data needs to be entered in these fields (e.g. phone number, email address, etc...). However, once it's done, if you make edits to the form offline (e.g. you change some legal wording) and you upload the document to DocuSign again, DocuSign does a very good job at remapping the fields based on the mapping that you had done with the previous version.
  • DocuSign gives you quite a bit of flexibility on workflows (e.g. this person needs to sign first, then this person second, etc...)
  • I wish it had had a more flexible document management capability to store contracts and other signed documents. I ended up downloading all the signed documents and moving them to a more flexible document management system.
  • Compared to our traditional paper process, it increased the likelihood for a client to sign our engagement letter by a good 20%.
  • It accelerated the sales cycle by several days. We didn't hear clients saying "I'm travelling. I'll send you the contract when I'm back in the office with a fax machine".
  • It decreased the time to process a new contract into our CRM and accounting package from 30 minutes to 10 minutes, because the client data was filled in digitally.
I looked at EchoSign. At the time, EchoSign had not yet been acquired by Adobe. I did not do a thorough evaluation of EchoSign. I went with DocuSign, the clear leader at the time.
3
Sales and account management
1
A business person with some technical propensities can support DocuSign. No IT experience required.
  • The company in which I implemented DocuSign produced a lot of engagement letters. We typically emailed the engagement letter to the prospective client. Before we used DocuSign, the client would print the document, fill it in, sign it and either fax it, scan it and email it or snail mail it. It would slow the sales cycle and we'd sometimes lose the client in the process. With DocuSign, the engagement letter could be filled in and signed online and submitted very quickly. DocuSign also allowed us to get the client's data electronically and move it into the CRM system without double entry.
I am no longer with the company, but when I was there, I renewed the contract a few times and I had no reason to discontinue it.
  • Implemented in-house
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.
  • Self-taught
Configuring your 1st document is not very easy, but with a bit of patience, you can learn by yourself. I would highly recommend viewing their online video tutorials first.
No
I had to contact them only once. As I mentioned earlier in the review, I needed to find a way to scramble a field with credit card information. The rep was very professional and pleasant, but could not resolve the issue on the 1st call. She had to call me back, but she came back with a good resolution.
The products is well built and it is easy to understand the high level features. However, when I created my 1st form with the product, the learning curve was pretty steep. It required quite a bit of trial and error. For instance, our form required a credit card number. We didn't want this data to be visible, but the workflow included an email confirmation with a PDF attached. It took me a while to figure out how to make sure that the credit card number was not sent in this confirmation email. It actually required me to call their customer service line.
  • Not at this time.
No negotiation for a company of our size. The terms are set based on the pricing plan.
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