Easy to use for personal and business use
May 15, 2019

Easy to use for personal and business use

Michele Roy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

DocuSign Professional

Overall Satisfaction with DocuSign

It started out being used by just myself, then after showing my company how easy it was to use and how it benefited not only our company but the parents, students, and other organizations we work with, it was a no brainer. My company decided to begin using DocuSign throughout. It has been a wonderful addition to our company and saved me (and others) countless hours, money, and relieved a lot of stress in getting our documents signed quickly and efficiently. Sometimes I have to give a bit of direction to the people/organizations we send DocuSign to, but overall, it is very simple for everyone to use.
  • Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
  • Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
  • Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
  • The recipient can save the document after signing, so they too have their own electronic copy for their records
  • Until you get used to the size/area for signatures, you can accidentally overcrowd the signature area if there are multiple signatures
  • Some recipients have stated that they have no problem with the signature or date sections, but are confused as to how to navigate to a check a box
  • Until I played around with the program, I didn't see any specific instruction that told me I could just click a box and have multiple documents sent out in no particular order; at first, I thought they went out in the order I put them in. It took trial and error to learn that by clicking certain boxes, they can go out in any order, and then I can just remind one or two people to sign, not everyone
  • Save money on postage and supplies.
  • Saved time having to mail, wait for the mail to return, return it again if not done properly, and every other bad scenario that could happen - DocuSign has fixed them all.
  • Being able to get my paperwork done in an extremely time efficient manner - a most important aspect when we have time frame laws to abide by and can't afford to be missed.
To be honest, I found out about PandaDoc after we had already signed a contract with DocuSign. I researched PandaDoc, and while they seem fine and are a wonderful up and coming company, we've had such success with DocuSign, and they've been around longer...they have a good history and a longer track record - why change a good thing?!?
Where several of our companies facilities are located, we are very remote on military bases. So, using regular postal service to get our paperwork out wasn't a good option and was very time-consuming. It also wasn't very secure or a 'sure thing' that the paperwork would get to where it needed to go. So, DocuSign is a HUGE timesaver and money saver. Our parents can't come to our site, so we needed an efficient way to get our paperwork signed within our legal timeframe without being near the recipients. DocuSign fit the bill, and we love it!

Using DocuSign

250 - Administration and the Special Education Department
10 - Our administration department supports everything related to DocuSign.
  • Special Education documentation
  • Administrative documents
  • Contracts
  • Simple one-page documents such as revocations, addendums, and logs
  • Also used it to date/time stamp certain SPED documents
  • Not sure - started as a strictly Special Education necessity
It has worked well for all of our sites across the state of Georgia - each site it a bit different in its needs, so the versatility of DocuSign has been wonderful and so very helpful.

Using DocuSign

Just a couple things I had to learn through trial and error that I don't remember seeing mentioned - it would have made my life easier if I had known certain things prior to my first use. Perhaps more tutorials or suggestions for use.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Placing the signature box and date box where needed
  • Sending to multiple recipients
  • Adding a check box
  • Finding out how to NOT have the emails sent out in a particular order - found out through trial and error
  • Placing multiple signature lines close together without overlapping, causing us not to be able to read the signatures
  • Directing recipients how to correctly check a box