DocuSign for Sales
September 05, 2018

DocuSign for Sales

Andrew J. Wright | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

DocuSign Professional

Overall Satisfaction with DocuSign

I work in the sales department for our company. As a senior sales representative, I find DocuSign necessary to complete business transactions with my clients as I work online, remotely in nine different states. Without DocuSign, I would not be able to complete contracts to schedule next steps and install our products. I used to drive to meet my clients face to face, which took a majority of my working day. With DocuSign, I can save the time spend on the road and dedicate my efforts with more clients, resulting in more company revenue. I would be lost without DocuSign.

Pros

  • DocuSign is simple. You can click through a contract on your computer or smart phone in minutes.
  • DocuSign is reliable. Clients need to agree to complete business in a digital format before they begin.
  • DocuSign is the new way to do business. I have signed mortgage paperwork personally, completed my new home paperwork, signed agreements with contractors for my home. I think pen and paper contracts are becoming a thing of the past.

Cons

  • I would like to see a text application where a DocuSign could be sent via text message.
  • Working with customers that do not trust anything online, I would like to see ways where DocuSign can be not as scary. This is not a problem with DocuSign, just a suggestion to work with all customers equally.
  • I would like an option where I can remove functions that I never use and customize the drag and drop options. The clutter of unnecessary options is distracting when I help new sales people starting to use DocuSign.
  • Based on my sales numbers and income generation, DocuSign has significantly improved how I work with clients quickly to complete and close business.
  • I have also lost business to clients due to the fact that DocuSign is too technical and official. Sometimes clients just will not do the necessary steps no matter what is needed to get to the finish line and DocuSign becomes the pain point. More than likely, these clients would not complete any type of agreement anyway.
  • Signing an agreement on the fly while at a baseball game or on the beach works really well with the mobile app.
I personally have not used any other program. The decision to use DocuSign was not my choice. I am happy with the choice that was decided upon by others.
In my line of business, DocuSign is the preferred method 99 times out of 100 to receive a completed contract back from a client. Sometimes I have a client that needs to fax back a signature because they do not trust computers. They still prefer to physically sign a piece of paper, scan it and fax it over to me over using DocuSign. With some clients, DocuSign will not work. When our preferred method of business is to use DocuSign, the oddball request also needs to be address and attended to on a moments notice.

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