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Dropbox Sign

Dropbox Sign
Formerly HelloSign

Overview

What is Dropbox Sign?

HelloSign is an electronic signature software offering acquired by Dropbox in early 2019. It includes features such as customization for businesses of any size and bank-level security.

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Recent Reviews

I like Dropbox Sign.

8 out of 10
October 26, 2023
Incentivized
I use dropbox sign to send contracts to clients and have them sign and send them back. Sometimes when they have forms for other …
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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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Free

$0

Cloud

Essentials

$15

Cloud
per month

Standard

$17.5

Cloud
per month starting at two users, per user

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.hellosign.com/info/hs…

Offerings

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

Dropbox Sign Product Tour

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Product Details

What is Dropbox Sign?

Dropbox Sign is a way to sign and request signatures securely online. Users can add legally valid signatures to any agreement from new-hire offer letters to loans to sales contracts to NDAs. Its user interface, admin controls, document tracking, and enterprise-grade security make it more secure than pen and paper methods and come default out-of-the-box.

How it works:

Prepare and Send
Upload documents that need signing to Dropbox Sign from cloud storage or a computer. Then, drag and drop the fields to sign. Finally, add the signer's email address and click send.

Sign
Signers are notified with a link to sign the document on their device. Once signed, completed agreements are immediately available to view in the user's Dropbox Sign account.

Manage
The Dropbox Sign dashboard tracks the progress of signature requests, automatically sends reminders to signers, and lets users view all signed documents. The branding can also be customized and access for team members is managed inside the account settings.

Dropbox Sign integrates with apps like Salesforce, Slack, Oracle, HubSpot CRM, and Microsoft Word so documents can be sent for signature directly from them. Dropbox Sign also integrates with cloud storage services like Dropbox, Google Drive, Evernote, Box, and OneDrive, so signed documents can be automatically saved found later at anytime in a preferred cloud storage accounts.

For deeper functionality, embed eSignature functionality directly into an app or website with the Dropbox Sign API. Features like embedded signing, custom branding, and embedded templates create an in-product signing experience. Dedicated API support team helps users to get a secure and reliable signature experience with faster implementation.

Dropbox Sign's intelligent forms guide users through documents without presenting unrelated questions or asking for repetitive information like “name” or “date”. Also, data from completed forms is automatically sent to third-party systems.

Dropbox Sign Screenshots

Screenshot of drag and drop fields for any document to create an e-signature documentScreenshot of signer settings that can be used to distribute agreementsScreenshot of Notifications of completed signaturesScreenshot of uploading a documentScreenshot of Admin homepageScreenshot of template creation

Dropbox Sign Video

An introduction to Dropbox Sign

Dropbox Sign Integrations

Dropbox Sign Competitors

Dropbox Sign Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States of America, Canada, United Kingdom, Ireland, Australia, New Zealand, Singapore, Germany, France

Frequently Asked Questions

HelloSign is an electronic signature software offering acquired by Dropbox in early 2019. It includes features such as customization for businesses of any size and bank-level security.

Dropbox Sign starts at $0.

PandaDoc, DocuSign, and airSlate SignNow are common alternatives for Dropbox Sign.

Reviewers rate Usability highest, with a score of 9.2.

The most common users of Dropbox Sign are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(405)

Attribute Ratings

Reviews

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
July 21, 2023

Dropbox Sign Rocks!

Paola Cedeno | TrustRadius Reviewer
Paola Cedeno
Event and Data Management Specialist
Prime Time Palm Beach County (Non-profit Organization Management, 11-50 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We currently use it for contract signatures, W-9 forms, board meeting minutes which are signed by our board president, MOUs, agreements, and amendments. We also use it for staff to sign acknowledgments of policy and procedures. We honestly use it for anything that requires our clients to sign or if something external needs to be signed by our internal staff now that we work in a hybrid environment.
Pros and Cons
  • Easy to use.
  • Nice customer service.
  • Good instructions.
  • Allowing to create folders to organize the contracts.
  • Being able to edit the contract if an email is incorrect instead of cancelling.
  • Being able to create a template to allow to the cc person to stay.
Likelihood to Recommend
I think it is great to send out contracts and get signatures, any scenario where we need to either sign or get a signature I think it is great - area to improve is when sending a template like the W-9 forms we have to constantly enter the email of the person who needs to get cc'ed with the completed form.
Most Important Features
  • Ability to execute signatures virtaully
  • Integration with SF
  • Integration with SP
Return on Investment
  • Cost savings.
  • Reduced paper.
  • Faster turnaround time with getting contracts back.
Alternatives Considered
It is less expensive and assists nonprofits. That was the biggest factor for us, especially when it came to the integration with Salesforce and SharePoint. Although we do not use it now, we plan on using it other applications were way out of our price range, and DocuSign was much more manageable.
Other Software Used
Users and Roles
3
Professional Development, Administration and Research. We ensure that we process our contracts, MOUs, W-9 and any additional signatures that we require externally. We also send our board of director's president the minutes to sign from the meetings. IT is so useful to be able to check the progress of documents and to send reminders as well as create templates.
Support Headcount Required
1
We have our Salesforce Administrator who works in Dropbox and she is currently training someone to be her backup and is training her the back end of Dropbox Sign. The Salesforce Admin understands in the in and outs of technology and is streamlining our technology internally and externally to be more efficient.
Business Processes Supported
  • Signature of Contracts
  • Signature of MOUs
  • Signature of W-9
  • Templates
  • Salesforce Integration
Innovative Uses
  • Finally are able to send out w-9
  • Was able to afford more users so giving more team members the ability to send out documents for signature
Future Planned Uses
  • Endless possibilities :)
Likelihood to Renew
9
Because this product has been affordable which is so important for a non profit however it is also of good quality so its not like you get a cheap version of this you get a quality product at an affordable price and that is so important for a non profit.
Products Replaced
Yes
DocuSign - it became unaffordable and was limited on what we were able to send out
Key Differentiators
  • Scalability
  • Integration with Other Systems
  • Ease of Use
Again the product was very affordable and of good quality. Has the features we needed. Also for a reasonable price it integrates with Salesforce and with Office 365 which is great because it is the products we use on a regular bases in our office which provides a seamless process internally.
Evaluation Lessons Learned
I would not change anything - we are happy with our selection. We feel we did a good amount of research and demos to come to the decision we made. We were provided the right tools with our choice, customer service was great, the sales rep was thorough and felt we felt heard when we discussed what we could afford.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
Really there were not lessons learned - this was a very easy implementation and we were able to hit the floor running with the application. There was not change management so really there is not much to say in this area other then keep making words in the area to move to the next question.
Implementation Issues
  • We did not have any issues
Implementation Rating
10
I can not say it enough - this was the easiest implementation we have had with an application. I became an admin, I added the person who would be the back up admin, we moved forward with adding accounts and that was it. All the users we have were self sufficient enough to move forward with very little guidance and the guidance they received was in house.
Product Configurability
8
We have created a few templates, and it is great to use. The only downfall I felt was that when we added a person to get cc in the template, the user did not receive it. We have to add the person each time we use the template. This can be inconvenient when it is sent to a big batch. Just a suggestion
Configuration Lessons
Really this is such a simple app to configure. I would say to ensure you have security measures properly configured. Had an admin to the account and have a back up admin. Ensure any auto emails or reminders are set up. No sharing of login to ensure you know who is doing what.
UI Customization
No - we have not done any customization to the interface
Extensibility and Customization
No - we have not done any custom code
Additional Customization Considerations
We did not do any customized configurations in our environment. We do not have the need however love that we can when we feel ready to. This shows that the application is adaptable to your environment which is great. We love that Dropbox allows this to take place within the application.
Support Rating
1
Never used support and cannot skip this question without providing text Never used support and cannot skip this question without providing text Never used support and cannot skip this question without providing text Never used support and cannot skip this question without providing text Never used support and cannot skip this question without providing text
Premium Support
No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No
Bug Resolution
No
Exceptional Examples of Dropbox Sign Support
No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No
Usability
8
I think this is a great product. It is easy to use, easy to administer, and reduces so much paper. It is a fraction of the cost of other products, which for our nonprofit is helpful. We don't use it yet; however, it integrates with Salesforce and SharePoint and we plan to use that at a later time. I rate it an eight because there are some areas of improvement.
Easy Tasks
  • Request signatures
  • to receive notifications of where it is in process
  • reminders
Difficult Tasks
  • Cannot create folders to store signed documents (we do not use google drive)
  • As an admin being able to do things for another user
Scalability
10
Between the easy to use app, the pricing, and the team at dropbox. This app is hands down great! Easy to use. Anyone can start using it and if not I am sure the team at dropbox will guide you to implement. The cost especially for us as a nonprofit is sustainable which is great.
Reliability and Availability
10
I have not encountered this because it was so easy to use however just seeing how they created a community is great and shows that they are here for their users. I am going to say I am sure they are available and ready to assist when needed. The fact that we have not yet experienced an outage and issues says a lot though :)
Performance
10
Again I cannot say it is enough this app is simple. We are preparing to be able to integrate with Salesforce and Sharepoint at a very small cost per user (these are the platforms we use) and it is great that they have the option to integrate these apps. We love this app
Systems Integrated With
  • none
none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none none
Future Integration Plans
  • Salesforce
  • SharePoint
We are looking forward to integrating Salesforce and SharePoint with our Dropbox Sign to sync up the apps we use within our organization. The cost per license is not outrageous and our non profit can sustain the cost. This will make our process seamless because we can send directly from Salesforce items that need to be signed and it will save into our SharePoint which is great!
December 12, 2022

AMAZING product! The templates feature ROCKS!

MS
Morgan Self
Owner
Coach Morgan (Health, Wellness and Fitness, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I use DropboxSign for all Client Service contracts as well as contractor agreements and W9s for my team. All customers in my business are under a contract that outlines their total purchase price and payment plan, as well as all of my terms and conditions.
Pros and Cons
  • Templates make the signing process SO fast - we do onboarding via phone, so this is awesome.
  • Ease of signing for the client.
  • Naming the documents and search feature works great, so I can go back and find past agreements.
  • It would be great to have a share LINK for clients who are asking to see a copy of their contract instead of having to go in and email it to them.
  • It would be great to have an email subject template that has auto-fields. For example, we have named my agreement “CLIENT NAME & Coach Morgan Agreement,” but it would save time to allow that client name to auto-populate based on the client name field I had already created on the template.
Likelihood to Recommend
DropboxSign is great for businesses that do any sort of telesales! It’s also great for businesses that have agreements that are all very similar. The templates feature allows you to upload the whole document and add fields for areas that need to be customized. WAY more time efficient than uploading an agreement to a Google doc and having to change the doc each time.
Return on Investment
  • Faster time to contract signature-less overthinking because they sign with their finger on the phone with the sales rep.
  • Reduction of paper waste and organization.
  • Ease for sales reps to quickly choose and alter any agreement they need while on a call.
Usability
10
I love the ease of the templates and the ability to just enter their fields for each client.
Product Configurability
10
Templates are amazing and super efficient.
Alternatives Considered
Dropbox sign is more aesthetically pleasing and easier to set up on the business’ end as well as easier on the consumer's end.
Other Software Used
Users and Roles
5
Head coach, Sales Representatives.
Support Headcount Required
3
Basic knowledge of computer skills, and organization.
Business Processes Supported
  • Client Payment Agreements & Terms of Service.
  • Contractor Agreements.
  • Contractor Tax and Payment Info.
Innovative Uses
  • Employee Document Organization.
Likelihood to Renew
10
I’ll always keep Dropbox Sign!
Products Replaced
Yes
Aesthetics and ease of use.
Key Differentiators
  • Price
  • Product Features
  • Product Usability
Usability was the main factor - I wanted to have easy-to-use templates so that I could make the sales process more efficient.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
Implementation Rating
10
N/a - the implementation process was seamless due to the ease of the software
Easy Tasks
  • Templates!
  • One-touch Initials for all pages.
Difficult Tasks
  • Resending contracts for clients to review - would rather have a share link versus having to type in their email address.
Mobile Interface Availability and Impressions
Yes, but I don't use it
December 11, 2022

Thank you for all of your help to operate my insurance agency!

JB
Jayme Brown
Broker
JLB Agency Services, LLC (Insurance, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
To complete applications with clients to properly document a file. No problems.
Pros and Cons
  • Options Available.
  • Easy Way To Complete Communication.
  • Easy Process.
  • Correct way attachment is sent by e-mail after complete.
  • Don't give too many options to pick from on left.
  • Continue to make as easy as possible. Simple is Best!
Likelihood to Recommend
For the insurance industry, this is the way to complete applications to properly document a file. E&O protection!
Return on Investment
  • Faster Completion of A File.
  • Faster Completion To Get Paid.
  • No Paper!
  • Saving gas expense to clients.
Usability
10
The site is exact and to the point. Very easy to use!
Product Configurability
7
In my line of work templates are not necessary for what is needed. Primarily signature with date is used.
Alternatives Considered
Much easier! Preferred!
Other Software Used
Users and Roles
1
Insurance service.
Support Headcount Required
1
Owner/operator.
Business Processes Supported
  • Applications
  • Cancellations
  • EFT Forms
Innovative Uses
  • Signed Documents To Insurance Carriers As Needed.
Future Planned Uses
  • Functions will remain the same for now....
Likelihood to Renew
10
Very easy to use!
Products Replaced
Yes
HelloSign. Name change.....
Key Differentiators
  • Price
  • Product Features
  • Product Usability
Less expensive to DocuSign. Thank you~
Evaluation Lessons Learned
No changes.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
Implementation Issues
  • None
Implementation Rating
10
Easy process to understand and use.
Training Types Used
  • No Training
Ease of Dropbox Sign Training
Very easy to learn. Others shouldn't have an issue.
Configuration Lessons
Not necessary for my use.
UI Customization
No - we have not done any customization to the interface
Extensibility and Customization
No - we have not done any custom code
Additional Customization Considerations
None
Support Rating
10
Support not needed. System easy to understand and navigate.
Premium Support
Premium support unknown. Not needed often.
Bug Resolution
No
Exceptional Examples of Dropbox Sign Support
Didn't need support. So easy to use!
Easy Tasks
  • Pay Attention To Instruction on Screen.
  • Read The Screens.
Difficult Tasks
  • N/A
Scalability
Not needed for my agency, but changes are it would be good.
Performance
10
Smooth process in a few screens. Very easy to use! Fast!
Reliability and Availability
10
A quick link to the system. Fast!
Systems Integrated With
  • None
Future Integration Plans
Types of Integration
None
Integration Lessons Learned
Please be an option thru Applied Systems Epic. Our management system.
Pre-Sale Experience
10
Online only!
Post-Sale Experience
No vendor.
Key Negotiation Points
None
Contract Terms and Pricing Model
10
The appropriate price for the system.
Dealing with Dropbox
None
Upgrade Process
No
Upgrade Benefits
  • Happy With System
Anticipated Benefits from Future Upgrades
  • Not Worried.
Future Edition Upgrade Plans
No
Migrating Between Editions
No
December 06, 2022

Better now integrated with Dropbox Business

John Kelly | TrustRadius Reviewer
John Kelly
Owner
John W Kelly Mangement Consulting LLC (Hospital & Health Care, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Use Cases and Deployment Scope
Much of my work involves Government regulatory agreements, Consulting Contracts and the like. Agreements are between my company and other companies & between my company and individual purchasers/consumers. I began with HelloSign (easy to use for me and super simple for my clients/customers). HelloSign was acquired by Dropbox and is now Dropbox Sign. The advantage to me is that I'm also a user of Dropbox and now the two products are much more closely integrated. Makes things easier for executing documents, document management and storage
Pros and Cons
  • Secure Electronic Signature
  • Integrates with Dropbox Document management
  • Integrates with Dropbox document storage
  • Integrate with 'known' data on clients from other repositories - to make filling in names, addresses, emails easier
  • Include voice recognition software to limit typing
Likelihood to Recommend
Most of the consumer clients find this product easier to use than similar e-signature document systems. Since a lot of my consumer clients are 'elderly' ease of use is key.
Most Important Features
  • Secure system
  • Immediate audit trail
  • Legally binding
  • Simple storage of results
Return on Investment
  • During pandemic (when USPS Mail was poor) this was essential
  • Saves a lot time
  • Ultimately saves postage and is 'green' -- no need for paper documents
Usability
9
Intuitive. the software guides you through the process
Product Configurability
6
Template creation is easy, I don't do a lot of customization (yet) but will in future.
Alternatives Considered
Easier to use, more intuitive
Other Software Used
Users and Roles
2
Business Processes Supported
  • Contract signature
  • Client enrollment compliance with regulations
Likelihood to Renew
10
Products Replaced
Yes
Docusign
Key Differentiators
  • Product Usability
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
This was basically simple to implement and didn't require much 'extra' effort -- keep it simple and 'just do it'.
Implementation Rating
9
The install/implementation in a small organization is really simple.
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