Field Sales Rep
Updated May 23, 2015

Field Sales Rep

Craig Hansen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

DocuSign for Enterprise

Modules Used

  • envelope status, getting started, docusign id card, need help

Overall Satisfaction with DocuSign

  • I routinely had business owners and /or decision makers that wanted to purchase an advertisement from me. Then they ask me if I can FAX them the paperwork and they'll return it in the next day or so. DocuSign completely removes the obstacle of printers, fax machines....even desktop computers. If you have a phone or tablet (which most business owners do). Recently, I called a customer on his cell (after hours) and he simply forgot to complete the agreement. I asked him to complete it online while we talked..... he agreed. He was skeptical about being able to do this on his phone. Literally in less than 5 minutes he completed it.
  • From 2010 to 2013 I've been a Field Sales Rep covering a multi-state territory. DocuSign allows me to more efficiently manage the workflow of contracts....both outgoing, incoming and all stages in between. The email confirmation a contract has been accepted is FANTASTIC. It notifies me, my supervisor and my home office. DocuSign is a MUST have tool for any Sales operation / business.
  • About six months ago my family and I relocated. I'm on the road traveling to customer and received a call from my new Insurance agent. We were finalizing my Home and Auto insurance policies. He asked me if I wanted him to stop by or he could send the policies via DocuSign. I said OF Course....send it via DocuSign. I love DocuSign! I use it all the time at work. I accepted / completed my new insurance policies within minutes!!!
  • Nothing comes to mind... I truly don't have any customer complaints or suggestions on DocuSign. Keep doing all the great work!
  • There is no question or doubt in my mind that DocuSign has improved our sales cycle. I believe our same-day or 1 call closes have increased. I used to have to tell the customer I will fax or email you the agreement. You print it, sign it and fax (or scan) it back to me. Now I can simply ask them to complete it on the phone, tablet or desktop while we are on the phone talking. No worries..give me 5 minutes and I walk you thru the process right now!
  • Efficient, efficient, efficient....... DocuSign makes life easier and faster!

Using DocuSign

800 - Sales
The product / service works! In 3 years, I've personally never experienced a technical problem when using DocuSign! It's fast easy for me, the customer and my company. I often like to discuss with need 3 things to be successful. Good People, process and technology! DocuSign is the technology that has improved our process! It allows me and other Sales Reps to perform better!

Using DocuSign

Because you earned it!
Like to use
Relatively simple
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • All the functions to send a document on DocuSign are simple. I believe most of us have heard, "Keep it Simple Stupid"....yes? DocuSign requires roughly 4 easy to follow steps to send a document. 1) Documents for Signature 2) Recipients & Routing 3) Email Message & 4) Envelop Settings.
  • I don't have anything difficult or cumbersome to use DocuSign.
Yes - Since I am routinely on the road.....I use DocuSign for Iphone all the time to easily check the status of envelopes. Have documents signed? viewed? or simply awaiting signature? 3 words....peace of mind!