DocuSign is a cloud-based electronic signature solution for organizations of all sizes and most industries. The platform can be used to sign various types of documents including business contracts, school permission slips, agreements and approvals.
Users can upload documents, email them to signers and specify the order in which individuals should sign. Tags can be added to indicate where the document should be signed. Signature fields can be embedded into websites and applications, as well as into documents.
The dashboard displays the status of all the documents sent for signing. Users can see which stage the document has reached in the signing process and send reminders for pending signatures. DocuSign also enables users to send and sign documents in multiple languages.
DocuSign offers a mobile application for iOS, Android and Windows devices. It is available on a monthly subscription basis that includes support via an online knowledge base and DocuSign's support community.
Susan m C. Especialidade: Serviços financeiros Número de funcionários: 2-10 funcionários
I have been preparing income tax returns for over 10 years now. When I first started clients had to sign their names at least 8 or more times. When we started using DocuSign it illiminated that process. Clients need only sign once or twice. Over the years DocuSign has made improvements that have allowed me to improve my clients experience when it comes to signing documents. As we all have experienced this one or twice in our lives, you felt like you were signing your life away.
What I liked most about this software was that my clients no longer had to sign 20 different times to finalze their return.
Over the years there have been small glitches. However with customer support we have always been able to work through them and many times we found it to be the operator and not the software.
Wayne F. Especialidade: Imobiliárias Número de funcionários: 5001-10 000 funcionários
DocuSign allows me and my clients to work together throughout a real estate transaction - even if we're not in the same room - or the same state for that matter. My clients continually praise its ease of use. A recent client was very reluctant to sign their documents electronically - but with a little encouragement, they did that first set of documents - like an experienced pro. Now, it's a competition between husband and wife to see who gets them done first. It's great that this "tool" we use for business - helps develop relationships with clients.
Intuitive and easy to use
Real customer service
There isn't a default to local time zone for signers. For those who create an account after their initial signing, they have to go into their settings and update their time zone - or it defaults to PT.
Ed H. Especialidade: Serviços e tecnologia da informação Número de funcionários: 5001-10 000 funcionários
- The one-off signature process is relatively strait forward
- Pretty clean interface
- Seems to have a decent API and integrate with other products
Speaking as an enterprise administrator, organization/sub-account/user management is a joke. It's certainly an afterthought after the basic product was created. Seems like they are bandaging it together rather than thoughtfully designing a solution that is robust and scalable. Even after countless emails, phone calls, screen shares, etc., basic operations have yet to be completed. Things are only getting worse. It's no wonder the service costs so much, all this money going into support must come from somewhere!
Bulk signing is more like generating many single distributions. There's no way to mass void, mass correct, or track status of a single bulk request. Make a mistake sending to 1000 people? You'll need to void 1000 individual envelopes. There's other bugs and un-intuitive design decisions involved with the bulk send that I wont get into here.
Other things worth noting
- Activating additional sub-accounts forces a password reset for that user
- Resetting passwords also requires resetting security questions
- Adding an admin to an account does not use a select list of exiting users. Instead, the existing admin must manually type in a name/email address, and if that doesn't match an existing user, a new user is created. I personally ended up with 4 accounts tied to a single SSO email address. The structure is so convoluted, I'm having difficulty explaining it.
Cynthia M. Especialidade: Arquitetura e planejamento Número de funcionários: 2-10 funcionários
I like that this software makes it easy for my business to collect signatures and payments from our clients. We used to have our clients scan or fax paper documents back to us, but DocuSign makes the process much quicker and more convenient for my employees and my clients. We purchased the option that allows us to take payments, which further streamlines our process and actually saves us money due to the lower credit card fees. We've only just started using this software, but it has already been a worthwhile purchase!
We purchased DocuSign to make our lives easier for signatures, payments, and document storage. I love that DocuSign is able to integrate into Dropbox because that's what we use to store our company files. I really enjoy that we can take payments and that we can brand the emails and signing experience for our clients so it feels cohesive and is consistent with our aesthetic. I love the many fields you can add to your documents, such as "approve" or "decline", in addition to just signatures & initials.
When I first set up the software, I felt it was a little difficult to navigate. For example, when I wanted to learn how to use templates, it took me a long time to figure out exactly how to "apply" a template to a document that would be similar but not the same... Even after a fair amount of research, it still seemed that the only option was to "use" the template, in which the document has to be exactly the same every time. It was only through trial and error that I figured this out, and I wish there were explicit instructions on this in an easily accessible place. Similarly, when setting up payments, I found a lot of helpful information/how-to's on DocuSign's website, but the links within these pages never seemed to take me to quite the right place I needed to be to set it up, which was a bit frustating.
Loiane G. Especialidade: Serviços financeiros Número de funcionários: 5001-10 000 funcionários
Electronic document management is, honestly, a nightmare. Some groups still fax their documents... leaving the majority of us without a fax machine in the dark. Some groups send PDFs back and forth over email leaving a multitude of questions about how to print/scan the docs. DocuSign has made this all so much easier by simply requiring a browser. It even works for most users on a mobile device. Its a huge win and a huge step forward.
The DocuSign interface is flawless and clean. It's really easy to organized documents and apply templates. There are a number of great dashboard views that make it easy to track which documents are still pending or have been completed. Groups of documents can be made into a template that can be sent to an individual.
There are still cases where someone will have issues viewing/signing documents and that can be frustrating when I want so badly to depend on the software. This is likely due to outdated or non-standard hardware/software but everything that can be done to make the service more accessible is appreciated.