DocuSign

"No More Signing Your Life Away"

Opmerkingen: 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.

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

Minpunten: 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.

"Embrace the future and stop wasting paper and time"

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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 This is likely due to outdated or non-standard hardware/software but everything that can be done to make the service more accessible is appreciated.

"Poor account/user management, poor bulk signing"

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

Minpunten: 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.

"Saves time and is convenient for clients!"

Opmerkingen: 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!

Pluspunten: 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.

Minpunten: 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.

"DocuSign = Freedom and Safety"

Opmerkingen: I have used it for both personal and professional use and in every case it has provided me invaluable access and availability to sign or review important documents that if I had to wait until I was back in my "office" would have cost me dearly in both time and money. In the midst of a global pandemic, DocuSign shines as a leader in safe and reliable document management.

Pluspunten: The best thing about DocuSign is the ability to conduct essential business from anywhere in the world and know that it is secure and safe. Being able to add individuals for simple review , signature , or a combination of both is critical for my needs and DocuSign provides me with the flexibility to work in multiple areas of industry and service. The learning curve for simple use is relatively easy and the additional features are not hard to figure out.

Minpunten: There are a few things that would make this software more user friendly and that would be better 'prompts' or helps when hovering over specific things. More prompts in place reduce confusion to someone you are sending something to or if you are designing a document for signature.