DocuSign Software

A Must for Anybody Needing Signed PDFs Frequently

Pros

I used to work in a design firm that required signatures from clients multiple times a day. I first tried to have adobe PDF editor with a touchscreen to do this. This was not for sufficient because nobody liked their signature on the touch screen. It was also very difficult to get a signature when I emailed someone their quote because nobody has a paid version of a PDF editor. DocuSign was a perfect solution to what I needed in that position. It was so simple to create a signature field for someone to type their signature and adjust to their signature. I was using this for when I was with someone in person and when I emailed someone the quote. It was convenient emailing the quote because it is easy for people to understand DocuSign and would get me the quote back faster. It was such a pain before I had it because a lot of people would have to print out the document and then scan it in, which took forever to get the quote back. Most people are familiar with DocuSign and may already have an account, which makes it even easier. This has definitely been one of the best software services I have used to get signatures on PDF documents. The price was well worth the benefit for myself in that position. I would highly recommend this product!!!

Cons

I did not come across much that did not like about DocuSign except for maybe their customer service. I had to get a hold of them once and it took a while on hold to get in touch with a human. Once I was talking to them though they helped me with my problem.

I wouldn't be able to efficiently run my branch offices without it!

Pros

Before Dousign, my team would have to scan contracts to me, where I'd have to print them, sign off on them, scan them and email them back to my team members. It was even worse if the other parties to the contract also printed, signed and scanned them to us. By the time we were done you couldn't even read half the contract. I wish I could say we were early adopters because it would have made life so much easier. We switched to Docusign in 2012 and are happy to say we have never had any issues with the service. We are able to upload contracts into our online account, add in fields were we need initials and signatures with dates and simply email them to the parties involved. When everyone else has signed my team forwards the contract for my review and signature. You are able to select a signing order which is also important, after the first party signs the doc goes to the second signer to sign off on. Once the contract is executed all parties are notified and are able to download digital copies or print for their records.

Cons

I really have no cons with this product. It does exactly what I need it to do and it works flawless for us.

I've implemented and utilized docusign in my former role.

We increased the quality of our data, and decreased the time it took to get our clients to fill out applications. I loved that this was usable not only via desktop but also mobile and tablet. This was an easy solution to implement and the Salesforce integration does not disappoint.

Pros

I like the integration it has with Salesforce CRM. The functionality allowed anything entered within our Salesforce Opportunity to be entered in our one page application. If the client changed or added any of this information, once they signed and completed the document, the information was updated on the given opportunity. It was pretty easy to set up, and improved the quality of our data immensely. I loved working with the Docusign support team, they were intelligent, kind, and eager to help me. They never hesitated to jump on a screen share and follow up with me after our calls via email. It was great to work with them!

Cons

Some of our clients would get confused on how to complete their signature, sometimes they would sign but forget to click the complete button. This was easily amended by chatting with them over the phone and showing them how. Something that was annoying for us was that we actually created a custom javascript button to send the application, we had some requirements that the out of the box button did not fulfill. We created the custom button with an implementation partner, but any issues regarding the button itself were not supported by Docusign since it was custom. This was tough at times but since their support was stellar otherwise, I wouldn't dock them for it!

Is your Company going paperless? Then you need DocuSign!

DocuSign is an electronic signature application that enables people to send, sign, and approve documents, materials, and transactions from anywhere and anytime using any device. This revolutionary platform is now the standard of electronic signature in the business world.

Pros

My company transitioned to paperless for all of our hiring needs. Since we transitioned we started using DocuSign for signing documents. The software makes it so easy to obtain signatures, there is no more need to print out forms and manually sign, then scan in. This solution gives you the ability to make any custom fields and change them in an instant. The Templating tool is also incredibly helpful since we often duplicate forms, we can now just plug in the information once and it does the rest for us, very helpful on long contracts. Other users don't need an account to sign which is convenient for our clients, and they automatically get a copy of the completed document, making compliance easy. Highly recommend if you need a secure way to e-sign!

Cons

I do not see any strong disadvantages of the product, but there is a range of substitutional products that can do the same functions at a better cost.

Great E-Signature Platform

If you're looking for an e-signature platform that does its job well and won't bog you down with unnecessary options, we would recommend DocuSign. It's been a workhorse for our agency and continues to provide good value for the money.

Pros

We use DocuSign for our attorney marketing agency and it does its job perfectly. It's incredibly easy to draft a document using templates, including the ability to brand everything with specific colors and logos. Our clients enjoy the straightforward nature of the completed document, giving them clear instructions on where to sign. The system has a handy dashboard that gives an overview of where our contracts stand: how many need action on our side, whether there are documents waiting for signatures from clients, and if any time-sensitive contracts are expiring soon. Additionally, there's a nice reporting tool built in with lifetime metrics like completion rate, send volume, and overall status. It's just powerful enough to provide useful measurements without being cumbersome or esoteric with stats that no one would be interested in.

Cons

The system functions as it should and we honestly haven't encountered many negatives with it during our day-to-day operations. I suppose if one were looking for super crazy customization features or intense reporting beyond the basics, then DocuSign might not be the right target, but we like it. There is also an easy way to submit feedback (and even a customer panel), so additional features are surely forthcoming.

Sign Away

The main problem DocuSign has solved for us is being able to cut back on staff saving us money and being able to offer it as an option within SalesForce to get documents, that would have taken days to sign and scanned, done in a matter of minutes.

Pros

DocuSign has been a major solution for our platform, namely SalesForce. The integration is great and allows our clients the ability to instantly sign documents and allows our agents to close cases in a timely manner. Prior to DocuSign it was tedious to scan, print, send etc. and our backlog was required a team of members working just on documents and signatures alone. With DocuSign one agent can handle the task saving a small fortune in employment. There's no special training needed to use it, and we can send it within SalesForce and be done. Awesome platform and I was glad to see I could review this product.

Cons

If there is a negative to be had it is usually with the clients figuring how to use it. Our agents always gives a brief overview to ensure signing is quick and easy and it works. I really don't have a negative, its been a great add on for us.

(SUPERIOR TRACKING) Industry Leader / There Before Everyone Else

As stated above, the fact they did the legal legwork to get this type of electronic signing service through the channels in the US and internationally speaks volumes. It allowed me to win cases that were necessary as I mentioned above. This alone saved untold amount of money, and the compliance aspect alone that does not exist with Adobe alone with the support is crucial. If the big banks, law firms, medical firms, and most likely goverment institutions are using it, you probably should to

Pros

I started using DocuSign when they first came out. They happen to have the best software approved across the world in most legal situations. Their tracking for viewers, time document viewed, IP address, number of times accessed on the document and those details were crucial to winning legal cases. This alone is far and above the superior tracking many other signing systems do not have integrated nearly as well as DocuSign. Additionally, the clients ease of use for signing has improved each year they have been around. It is my hand's down favorite.

Cons

The learning curve at first, the initial set up. I believe they did not offer support set up, and it is also the cost leader for more expensive document signing processes, however, as I mentioned above, when something has saved serious money and time by proving legal cases it makes sense. If you are a simple company you could get away with a cheaper service, but if you really want to make sure you have iron clad contracts signed, and tracked everywhere to cover your tail, this is the service. Make sure you set it up right from the beigning to use all the features. Failue to do so would result in not taking full advantage of the power it holds.

Paralegal Perfection

Very positive. I had implemented and suggested adding it to our firm and quickly became the new standard. It also reduced our supply and mailing costs.

Pros

I loved how easy it was to set up and explain. Often in the legal field it can be difficult to inform clients clearly of what is possible over the phone but being able to let them see contracts or other documents gave them an ease of mind. Additionally, if they were out of the area, it allowed them to sign quickly thereby reducing the lead time.

The user interface was incredibly appealing and easy to use, not just for the professionals, but for the clients as well.

Cons

There was a slight learning curve to uploading the documents and placing the fill lines appropriately but that came with time and practice.

There really was no downside to the software as a whole and I was surprised that more firms weren't using it at the time.

Good Solution for Digital Signatures

We moved from a paper-based system several years ago, where it could literally take weeks to get all the necessary signatures to execute a contract. Now we can execute a contract within minutes, and everything stays digital. We've gotten rid of paper files altogether! No more scanning to get copies of completed contracts to the various parties. Our customers love the system, too, because they don't have to mess with paper and snail mail--everything happens via email.

Pros

We use DocuSign for capturing digital signatures on contracts we run through Salesforce. It works well for capturing exactly who signed the document and when. DocuSign keeps a record of every transaction so it's easy to go back and retrieve the history, print the completed contracts, or save them elsewhere as a digital copy. It offers recipients the option of how their digital signature will appear on the contract. It's also easy to set up signature sequencing, so you can predetermine the order signatures are applied to a document. The administrative interface offers a lot of options and functionality.

Cons

Tech support has been hit and miss. The large number of options means the interface can be a bit overwhelming, especially when it's not accessed frequently and things are moved around, making it hard to use.

Easy for quick user experience!

Our overall experience is GREAT! We are so happy to have found a fast and easy solution for customers and representatives. We no longer have to wait a long time for service agreements to be signed- we can easily send it and they can sign it right away! Perfect!

Pros

DocuSign is very easy to use and makes it even easier for our customers to use! We need service agreements signed quickly to speed up shipping orders and this has been the best solution for our team. A lot of our customers aren't super tech savvy and its very simple for them to navigate and complete. I personally like that we can see in real time on our dashboard when it is signed and completed by a customer on their account. That automation is great! Definitely worth having and saves time for everyone.

Cons

I haven't experienced any negatives myself nor from customers. Some customers say they can't see the option to change signature style BUT that could be dependent on the device they are using. So really there aren't any major cons for me.

This software expedites the process of obtaining clients signatures that used to take days.

This has reduced the amount of paper and postage we spend since we can easily send documents for signature via email. It's also allowed us a quicker turn around in getting signatures back from clients.

Pros

It's incredibly easy to use. You can send documents out for signature one off or can create mail merge type documents that mass send to a group of clients. This software has significantly reduced the amount of paper we have to print and mail out. With a team account you can also manage users giving access to multiple staff making it easy for everyone to use.

Cons

The cost per envelope. It would be nice to have an unlimited plan that is affordable. We have run into issues with properly estimating the number of envelopes we will send out annually. Because of this, we have ended up paying for more overages then we would have liked.

Super fast, caters to multiple signing needs

Overall, DocuSign is crucial to my day to day work in real estate and it works so reliably. Our office loves how easy it is to set up documents, get initials, signatures, comments, and more.

Pros

DocuSign is incredible! I get notified the millisecond that all the signatures are there. When sending a document in DocuSign, the request can be sent to multiple people each with a tailored message. Not only that, but I can set a signing order, if I know the broker only wants to sign off when all the other parties have initialed. It's incredibly flexible in that way.

Cons

The only downside is that I wish DocuSign would "autofill" with the signature fields (i.e. whenever a document has a line for a signature, DocuSign could detect that and put in a box for the signature). Dotloop does this, so I know the technology is out there!

Very user friendly from the customer side

Contracts can be signed in an expedited manner without the need of fax machines or printers. No need to scan in a signature any longer or have a touch screen for the customer to physically sign the document with DocuSign. The mobile feature is ideal for life on the go. Being able to sign a contract on my phone and finish a business deal in the middle of a lunch is perfect! Then going to the bank and using the software to quickly open my new account without the banker printing out a booklet of paperwork made my heart happy. Loved that we are saving on paper and moving the process along in a much more efficient manner. Used the program twice in one day, both in sensitive financial manners and never did I feel that my information was going to be compromised. DocuSign has become almost part of our daily life in business.

Pros

- makes the signing of documents fast and easy
- secure way of quickly getting documents signed to close a sale
- can be done online or on a mobile device
- can sign documents without printing out several pages or a contract saving ink and paper
- no need for a computer since it is mobile friendly once set-up
- an email confirmation is immediately sent after the final signature

Cons

- customers tend to sign quickly and not read the agreements later arguing terms of contracts
- once the signature is signed the document moves quickly to the next signature instead of giving the customer the option to moving slowly through the document

DocuSign is the “Standard” But...

I really like DocuSign and the ease of use once I got accustomed to all their features. I think they could do a better job on managing signatures however. If you have multiple signatures it auto choose which one you should sign with based on how the name appeared in the document that someone may have sent you.

Pros

I like that DocuSign is well known and is the “standard”. When I sent my clients documents to be signed they don’t question the legitimacy of utilizing DocuSign. It’s recognized and most people have dealt with it. It’s also fairly easy to acclimate to sending documents, aka “envelopes” out for signature.

Cons

Someone new to sending out documents for signature likely is going to have some trial and error. It’s not crystal clear on what steps to take to get off the ground initially but DocuSign does a fairly ok job guiding you. I felt there could be a tutorial or a bit more in the way or getting started so you don’t send something out for signature incorrectly at your first go around. If you’re new to it, practice a few documents “envelopes” on some coworkers or yourself with an alternate email so you know how different options affect the process before “going live”.

Makes Paperwork Easy

Pros

My company is new to Docusign when it comes to using it for all paperwork. This has been such a wonderful update for us. We are now using it on a daily basis for contracting new people to our company. There is no more missing paperwork when using Docusign. We are able to upload everything we need and edit it as needed for a fill in the blank option for anyone to fill out. It has cut back on time spent looking and uploading documents. We now have everything stored and using a lot less time and physical space to handle paperwork. Any time we have a new document to add to the company's roster, we can upload and edit as needed and there are NO excuses to why someone has not turned in their paperwork. Cuts out the excuses which is the best I could ask for.

Cons

Sometimes when editing paperwork we have to do a little extra work to make sure everything appears properly for filling out.

Experience has been excellent and effective. Very easy to use.

Very user-friendly and makes the application process very easy for our candidates. It has helped with the productivity of our team as well.

Pros

Sending applications is a breeze with DocuSign. If candidates are unable to fill out the application in our ATS, we can easily send them the application through DocuSign. It is very user-friendly and can be filled out any device. We have also been able to send out mass DocuSigns to hundreds of candidates at once, which has helped with the overall productivity of our team.

Cons

The system does not allow us to make the yes/no questions, with boxes to check, on the application required to fill out. This can make the process difficult because we then have to discuss each question with the candidates before we send them over to the managers.

Great software to sign electronically!

EASY TO USE AND FRIENDLY FOR CLIENTS WHO HAD NEVER USE IT!

Pros

The thing that I like the most about this software is that it is pretty friendly for all of our clients. We only have to set up the places where our clients need to sign and that's it, they receive an email an select the signature they want to use. As a matter of fact, we use this software every day for the signature of our engagement letter and we have been using the same program for years. It also allows you to keep a track of which of your documents have signed and which documents are still pending for signature.

Cons

I wouldn't change anything. It is very easy for us to set up the places of the signatures and it is also very easy to explain our clients how to use this software.

Docusign: a digital way to sign

Definitely for us, Docusign allowed us to ensure that our salespeople were getting the terms and conditions they needed to have signed for terms and conditions. It also created an efficient system where our clients were automatically reminded that they needed to sign these terms. Over all saved us a lot of time and ensured we were in compliance.

Pros

- Easy to use
- Efficient: receive signatures in minutes, almost immediate emails show signatures complete, automatic reminders for parties to sign the document
- Can create templates to apply to multiple documents
- Can sign with either a preset type face or with a stylist or touchscreen device
-Can also upload finish documents to create an archive
- Saves the environment

Cons

Those who are not used to signing documents electronically or those who are not tech savy in your workforce and client base, may struggle when implementing this software. In the first month of use, we spent a significant time answering questions.

Efficiency booster!

Errors are very infrequent but need to have better descriptions. Our interactions with docusign employees are rare because the product works well and meets our needs. Worth the cost! We use this daily and would not be without it now.

Pros

This program has greatly reduced our turnaround time on applications, underwriting forms, and other items requiring signatures. What once took a week or more now takes an hour or less. I’m able to program this to send reminders daily, add a password for security, etc.

Cons

These end up in clients junk mail frequently. There should be a better way to try and hit the inbox. Not impressed that an administrator account is a paid account even if they only need to access to set up other users and chevk billing (like our office manager). Waste of money for that user.

Over the Net Signatures

Pros

I use docusign when it comes to important documents that need to be signed for business or legal transactions. The signature is based off of your name and you can use the font style you like to sign your documents. Docusign is user friendly it tells you where to start and by clicking start it tells you rather you need to sign or input your information within the document. It does not require the other user to have the app or download any additional features to be able to use. It is all web based, so both you and the user have to have an internet connection. You can use this app on a desktop or mobile device. It comes in handy for time sensitive documents to move forward with transactions. Only users who you have authorized to have access to the document have access via a link from their email or other means you set forth.

Cons

Being that most documents are rush or asap and most people are anticipating the documents to come through via email, there only main concern I would have is if documents have low priority and someone has email accesss to your account they could easily sign documents as yourself. Maybe in the future they can add the ability to take a screen shot of the person signing the document if multiple signatures or input information is requested to verify that person signed it, similar to the screenshot being a witness. I have used the app and if they don't have an expiration for links and I do belive they give you a copyvia email after you sign and if not those would be some upgraded features for recommendations. Otherwise I have not had any issues.