Streamline Your Agreement Process with Docusign

Experience the future of document management. Docusign simplifies signing, storing, and managing agreements, enhancing your business efficiency and customer satisfaction.

What is Docusign?

Docusign is a cloud-based platform designed for businesses to digitize their agreement processes. It offers a comprehensive suite of tools for electronic signatures, contract lifecycle management, and workflow automation. With Docusign, you can securely send, sign, and store documents from anywhere, on any device.

The platform integrates with existing business systems, making it easy to incorporate into your current workflows. Docusign’s advanced features, like identity verification and audit trails, ensure compliance and security. This makes it an ideal solution for businesses of all sizes and industries.

The Go-to-Market Challenges Docusign Solves

Docusign addresses several key challenges businesses face with traditional paper-based agreement processes:

1. Manual Workflows
   • Printing, signing, scanning, faxing, and mailing documents is slow and error-prone.
   • Tracking and managing paper documents is difficult.
   • Manual processes delay time-to-revenue.
2. Poor Customer Experiences
   • Requiring in-person signatures is inconvenient for customers.
   • Paper-based processes provide a disconnected, inconsistent experience.
   • Lack of self-service options frustrates customers.
3. Compliance and Security Risks
   • Ensuring proper signatures and approvals is challenging with paper.
   • Documents can be easily lost, damaged, or accessed by unauthorized parties.
   • Maintaining a complete audit trail is difficult and time-consuming.
4. Lack of Visibility and Control
   • Tracking agreement status and bottlenecks is near impossible with paper.
   • Managers lack insights into contract performance and risks.
   • Missed deadlines, renewals, and expirations are common.
5. High Costs and Wasted Resources
   • Paper, printing, and shipping costs add up quickly.
   • Employees waste significant time on low-value administrative tasks.
   • Storage and retrieval of paper documents is expensive.

By digitizing and automating the entire agreement lifecycle, Docusign solves these problems, enabling businesses to:

• Accelerate turnaround times and time-to-revenue.
• Deliver frictionless digital experiences to customers and employees.
• Mitigate legal and compliance risks with secure, auditable processes.
• Gain full visibility into agreement processes and performance.
• Reduce operating costs and reallocate resources to higher-value work.

The Benefits of Docusign

Streamline Document Signing and Approval

• Easily create, send, and track documents for electronic signature.
• Signers can review and e-sign from any device.
• Automated reminders keep the signing process moving forward.
• Documents are securely stored and instantly accessible by all parties.

Integrate with Your Existing Systems and Workflows

• Pre-built integrations with popular CRM, ERP, and productivity tools.
• Embed the signing experience into your website or app.
• Trigger signing workflows based on events in other systems.
• Pass data to and from Docusign to eliminate manual data entry.

Ensure Security and Compliance

• Secure encryption of documents and audit trails.
• Identity verification options like SMS auth, KBA, and ID verification.
• Tamper-proof seals and certificates of completion.
• Helps meet regulatory requirements like HIPAA, FERPA, and GDPR.

Improve the Customer and Employee Experience

• Present a modern, digital-first signing experience.
• Enable signers to complete documents faster from anywhere.
• Provide real-time visibility into document status.
• Allow employees to be more productive by eliminating manual steps.

Gain Full Visibility and Control

• Dashboards provide real-time visibility into signing status.
• Easily find and manage documents with tagging and folders.
• Set granular user permissions for viewing and modifying.
• Maintain a complete audit trail of all document actions.

User Reviews of Docusign

G2 Reviews

Overall Rating: 4.5/5

Top 3 competitors: DocuSign Ink, PandaDoc, Adobe Sign

3 Positive Quotes:

1. "Ease of Use" Verified User 5.0
2. "Best option for getting paperwork signed" Verified User 5.0
3. "Best e-signature platform around" Verified User 5.0

Concerns:

• Expensive
• Signature issues
• Poor customer support
• Limited customization
• Signature process

General Sentiment: Mostly positive, with high praise for ease of use and effectiveness. Concerns about cost and customer support.

Positive Reviews:

• Easy to use
• Streamlined document management
• Secure and reliable

Negative Reviews:

• High cost
• Occasional signature issues
• Limited customer support

Read more reviews on G2

Reddit Reviews

Overall Sentiment: Mixed, with both praise and criticism.

Most relevant resource: Selfhosted DocuSign alternative

Integrations and Compatibility

DocuSign integrates with:

1. CRM Systems:
   • HubSpot
   • Salesforce
   • Bullhorn
2. DocuSign Products:
   • DocuSign CLM (Contract Lifecycle Management)
3. EHR Systems:
   • Compatible with CFR Part 11 accounts
4. Website Integration
5. Microsoft Integration
6. Yardi Property Management Software
7. Redtail CRM

Supported Devices and Operating Systems:

• Windows 10 or newer
• macOS 10.14 (Mojave) or newer
• iOS 14.x or newer
• DocuSign mobile apps compatible with Salesforce mobile app

DocSign FAQ

What does DocuSign do?

DocuSign is a cloud-based SaaS platform that enables businesses to digitize and automate their agreement processes. It offers features for electronic signatures, contract lifecycle management, identity verification, document generation, workflow automation, and AI-powered agreement analytics.

How easy is it to set up DocuSign?

DocuSign is relatively straightforward to set up and does not require extensive technical expertise. Users can create an account online in just a few steps. The average time to go live depends on the specific modules and integrations required, but basic eSignature functionality can be implemented quickly.

What makes DocuSign different from other similar tools?

DocuSign differentiates itself through its comprehensive platform that goes beyond basic eSignatures. Its suite of integrated applications manages the entire agreement lifecycle. Its strong identity verification options, configurable workflows, 350+ prebuilt integrations, and powerful Agreement Cloud platform set it apart.

Can DocuSign integrate with other tools and platforms?

Yes, DocuSign offers extensive integration capabilities. It provides 350+ prebuilt integrations with popular business tools like Salesforce, Microsoft, Google, SAP, Oracle, Apple, and more. Its Connectors enable no-code integration with hundreds of cloud apps.

Is there a free trial available, and what features are included?

Yes, DocuSign offers a 30-day free trial for businesses. The trial includes all the features of the Standard plan, such as unlimited signature requests, reusable templates, and basic fields. A credit card is not required to start the trial.

Does DocuSign offer customer support?

Yes, DocuSign provides several customer support options. All customers can access the knowledge base, community forums, and online support center. Those on the Standard plan or higher can contact support via live chat, phone, or email. Enterprise customers have access to 24/7 chat and phone support.

Who is DocuSign ideally suited for?

DocuSign is well-suited for organizations of all sizes that need to streamline and automate their agreement processes. It is especially valuable for sales teams, legal departments, HR teams, and procurement functions. Regulated industries like financial services, healthcare, government, and life sciences can benefit from DocuSign's strong compliance features.