- Thorough features set
- Document editing tools
- Robust security
- Custom branding
- Free plan
- No option to save contacts
DocuSign was founded not long after former U.S. President Bill Clinton signed the ESIGN Act allowing electronic signatures to be legally accepted in the U.S. Every aspect of the software, such as its user-friendly design, is a testament to the company’s years of experience in e-signature technology that dates back to 2003.
The platform makes contract management a breeze by providing a variety of customizable e-signatures and a thorough text editor. Companies can also benefit from DocuSign’s reusable contract templates and follow a document’s signing process with audit trails. As the cherry on top, the software lets users set up several identity verification methods like two-factor authentication, making it highly secure.
All DocuSign has to offer comes at reasonable prices that start at $10 a month with annual billing. It can even be used for free forever, while paid subscriptions are essentially risk free for two months via the trial period and the company’s refund policy.
Choose DocuSign’s free plan and sign as many documents as you need. You can also send three signature requests a month to a third party.
The San Franciscan electronic signature software lets users customize e-signatures right in its dashboard. You can type electronic signatures in 11 different fonts, draw one, or upload a photo of a handwritten signature.
On DocuSign, customers may also sign documents with their imported e-signatures or newly drawn ones using only one device. It’s a handy feature that facilitates the completion of agreements and eliminates the need to print documents.
DocuSign supports custom branding – perfect to reassure third-party signers that a document is indeed coming from a genuine source. The platform allows users to attach their logo to signature requests so recipients are able to see it before opening the document.
What’s unique about the platform is that it’s possible to add messages in a signature request. Additionally, signers can receive reminders when a deadline is due soon, as well as set signing orders and reminder frequency.
File management is also effortless with DocuSign. The platform supports most document formats like DOC, PDF, and image files. Moreover, the software can send documents to recipients in bulk (called ‘envelopes’). However, bulk sending is only available for subscribers of the company’s highest-tier plan.
Choose annual billing when signing up for DocuSign to receive a significant discount that can go up to 45% compared to the monthly plans.
Templates and Forms
DocuSign provides unlimited storage for contract templates, streamlining workflows significantly. To create and save a template, you only need to upload a file and make the necessary adjustments through the dashboard, such as adding signature, stamp, and initials fields.
Additional placeholders, including payment collection fields, text boxes, checkboxes, dropdown menus, and images, can be added. The software also has buttons for approving and declining contracts, so recipients can easily indicate whether they agree with the agreement terms or not.
Unfortunately, DocuSign has no industry-specific templates by default. However, it offers subscriptions catered to realtors and non-profits that come with several pre-made forms.
Privacy and Security
DocuSign protects user accounts in many ways. For example, it offers two-factor authentication (2FA) through a one-time passcode (OTP), which needs to be used every time someone tries to log in from a new device or location.
A unique addition is that administrators can force team members to use complex passwords. Admins can easily set up password rules, such as the minimum length of a password, the use of capital letters, the addition of special characters, and more.
Moreover, the software logs users out after spending too much time away from the computer. The automated logout can be set manually in the account’s settings, and a prompt pops up asking whether you want to stay logged in when you’re idle for too long.
When sending signature requests, it’s possible to add personalized passcodes to each third party, and authentication automatically fails if signers don’t know this code. Documents are also tracked and timestamped, which is summed up in audit trails that reveal the signers’ IP address, location, and the exact time of signing.
Since DocuSign is an open-source e-signature platform, users can check, find, and report any flaws with the source code. Finally, the platform notarizes documents automatically after signing to make every contract legally binding and admissible in court.
Although there’s no desktop application, DocuSign’s web app is perfect for account management. In addition to working seamlessly on Windows and macOS, the website is mobile-optimized and perfect for on-the-go usage.
Having said that, there’s actually a mobile app for Android and iOS, which is handy for quick signing. While it has fewer tools and account management is almost entirely missing, it’s much easier to use than the web app.
It’s worth mentioning that e-signatures can be redrawn on the app using your finger or a stylus. You may also enable push notifications for signature requests if you like.
Finally, contract templates created online can be further edited in the mobile app, and it’s also possible to sign documents offline. However, note that you must reconnect to the internet to validate a document signed offline.
Ease of Use
The software’s dashboard is well-designed and user-friendly. Users can easily create and customize various e-signatures and finalize signing processes on the platform.
When it comes to signing documents, DocuSign supports a wide range of file formats and offers numerous placeholder types. While industry-specific forms are limited to realtors and non-profits, reusable contract templates are available and easily editable.
Contact management is also smooth. Although contact details can’t be saved, features like audit trails and reminders more than make up for it. To make things even better, recipients don’t need an account to be able to sign a document.
DocuSign natively integrates with over 400 third-party apps that can be boosted to more than 5,000 with Zapier. This includes Google Workspace, allowing users to sign documents in their Gmail inbox.
The e-signature platform also connects with Zoom, allowing users to review and sign contract agreements during an online meeting. Last but not least, a Stripe integration lets your team complete financial transactions faster since a legally-binding signature can be inserted in seconds.
The company offers three paid subscriptions: Personal, Standard, and Business Pro. There are also special plans for realtors and non-profit organizations – not to mention that DocuSign can easily customize a plan that best fits your budget and business goals.
The cheapest plan, Personal, has a monthly cost of $10 with annual billing. Having said that, it’s worth noting that everyone can create a free-forever account – perfect for a single subscriber that mainly uses the platform for self-signing.
DocuSign’s Personal plan more than suffices for users who like to have templates and only occasionally send signature requests. But to turn company logos into e-signatures with custom branding, it’s best to go with the Standard subscription or the Business Pro plan that also comes with all the bells and whistles like advanced signature placeholders.
Signing up for DocuSign is possible with most credit card types, except for Discover. If you choose annual billing, the monthly price is immediately reduced by up to 45%. The cherry on top is that the company generously offers a 30-day free trial and a 30-day money-back guarantee, so you can try out the software risk free for two months.
DocuSign offers various support channels for those who need guidance on using the platform. There’s a chatbot to find answers faster, whereas the help and FAQ pages are also frequently updated with new information.
Additionally, the customer service agents are available via live chat, email, and phone. Although 24/7 support is only offered to Enterprise-level subscribers, everyone can reach the company’s representatives via Facebook and Twitter.
It’s also great that users can discuss common e-signature topics in a forum via the DocuSign Community. If that’s not enough, it’s possible to learn all there is to know about electronic signing by enrolling in an e-signature course at DocuSign University.