Item: DocuSign
Rating: 10
Author: Pranav Lal

Overall Satisfaction with DocuSign

Use Cases and Deployment Scope

DocuSign is used company wide. It is used by almost all departments for vendors, customers, internal stakeholders and HR related items. Sales, Legal, Finance are the main departments.
We use it for getting e-signatures for Order forms, MSAs and legal documents. With its integration with Salesforce, we can automate a lot of the sending process and automatically storing it in Salesforce when the document is signed.

Pros and Cons

Pros

E-signature - Used worldwide for getting e-signatures
Customization
Templates
Integration
Security

Cons

Its user provisioning process with Salesforce CPQ where user provisioning is still not supported via SSO. Every time a new user joins and needs to send a DocuSign via CPQ, the user has to be manually setup.

Return on Investment

Productivity
Less Clicks
Scalability
Security

Alternatives Considered

HelloSign

HelloSign used to have glitches and downtime. It did not have a robust integration that DocuSign offers.

Key Insights

Do you think DocuSign delivers good value for the price?

Yes

Are you happy with DocuSign's feature set?

Yes

Did DocuSign live up to sales and marketing promises?

Yes

Did implementation of DocuSign go as expected?

Yes

Would you buy DocuSign again?

Yes

Other Software Used

Slack, Gainsight Customer Cloud, LinkedIn Sales Navigator, Pardot, Marketo, Salesforce CPQ (formerly SteelBrick)

Likelihood to Recommend

Its great for an enterprise company to have.
You can easily customize it so you can give users the right level of access that is needed.
It has great options of sending and receiving data back.
It integrates very well with Salesforce and saves a lot of time if you can utilize all features like templates and mapping and tags.

The scenario where it cannot be used in is where countries dont accept DocuSign as a legal binding process. There is nothing that DocuSign can do about that but you will need to setup a process where you can get the forms back and store them in a way where they can be accessed by the right people.

Comments

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DocuSign - Made for Enterprise

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