DocuSign: one of the indispensable tools in an early stage startup's toolbox.
September 05, 2018

DocuSign: one of the indispensable tools in an early stage startup's toolbox.

Ben Lachman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

DocuSign Professional

Overall Satisfaction with DocuSign

We use DocuSign for all our legal document execution that doesn't happen in person. We've used it for templating convertible debt documents for multiple investors such that they can fill in all the relevant information. We also use it for job offer packets, employment agreements, equity grants, and the occasional non-disclosure agreement (NDA).
  • We've used it for templating convertible debt documents for multiple investors such that they can fill in all the relevant information. This is instead of us having to generate off individual versions of the same documents for each entity that executes them. This works for NDAs as well.
  • We love that DocuSign has flexible signing order. We use this in tandem with templating to have users drive the document customization process, but reserve the step of final execution after we have a chance to review their entries to make sure everything is in order.
  • I really like that you can replace the underlying documents. Small/medium changes happen to documents all the time and having the ability to update them without having to completely re-layout the fields is a hugely import UX win.
  • DocuSign's overall UI is a bit clunky and not amazingly well designed. I'd love it if they gave it a thoughtful design (although just reskinning it wouldn't really be much better).
  • We've been underwhelmed at times by their Microsoft word direct import. I always convert to PDF before uploading documents at this point.
  • The email subjects the generate are just downright wretched. It would be better to *make* the user fill out a subject line than the ones that they autofill and then happily send out to recipients.
  • Easy investment document execution.
  • Does not have an insubstantial subscription cost when compared to some other tools.
  • Works with many types of legal documents.
  • Allows for recipient driven document customization.
DocuSign offers a mix of being fairly well known and along with offering an extensive toolkit and many options. While in most cases I am more than willing to use the smaller, more agile, contender's product. In the legal space, there is some comfort that is derived from a well established/known entity.
DocuSign, as we use it, is well suited for small and medium-sized businesses. It is unclear to me how it would handle a very large amount of document flow. Having not used their team plan, I don't know if those plans have improved document management. For a small startup, there are few business administration tools that have been more helpful.