No More Signing Your Life Away

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.

Pros

What I liked most about this software was that my clients no longer had to sign 20 different times to finalze their return.

Cons

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.

Saves time and is convenient for clients!

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!

Pros

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.

Cons

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.

Time Saved with DocuSign!

Overall we are big fans of DocuSign. It has allowed us to speed up closing deals since we no longer require prospects to download, print, and sign their work orders manually.

Pros

DocuSign has a very easy to understand platform, which made the process of teaching our customer engagement team how to use it a breeze. With the Sharepoint integration, we can save our work orders to the appropriate folder, and the finished (i.e, signed) document is uploaded back to the same folder without us having to lift a finger!

Cons

One notification option that is not available as of this writing is to receive an email notification each time our signees open the document. We have expensive contracts, and this ability would be very beneficial. While we love the Sharepoint integration, we have to go to the SharePoint website to use DocuSign. Most of our team (myself included) would find it beneficial to access DocuSign from the Windows File Explorer, where our files are currently synced for ease of navigation.

Poor account/user management, poor bulk signing

Pros

- The one-off signature process is relatively strait forward - Pretty clean interface - Seems to have a decent API and integrate with other products

Cons

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.

Signed, Secure, Delivered

My overall experience with DocuSign is very satisfied customer and I would recommend to any and all businesses or consumers. They have exceeded my expectations as a customer and I am very pleased.

Pros

I really like the fact that it is a very secure website to sign important and legal documents and send them safely over the internet . It makes the delivery of important documents faster and more efficiently to the correct receiver of the legal documents you need to send. It is practically fail safe using DocuSign.

Cons

I would really think it would be best if not so many promotional emails to you. It can be spammy in a way if you are not interested or needing the items they are advertising to you. But at the same time I totally understand the reason for the promotional emails and cope with it.