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.

"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.

"Easy and quick"

Opmerkingen: My company provides a free "version" of DocuSign but I pay for the real deal since it has never let me down

Pluspunten: I love that it is user friendly for my clients and quick for me to put together a document. I can make changes on the fly.

Minpunten: The price is petty expensive compared to the Adobe product. The price point is very high and there is no discount for multiple users.

"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.

"I don't know how we did business before Docusign"

Opmerkingen: I was just mentioning to someone last week how Docusign has revolutionized our contracts process. What used to require a ton of paper, fed-ex overnight packages, and things being signed in three or four copies has now all been done away with. If it's one signer or a dozen, Docusign makes it super easy. The auto-reminder emails are really helpful, too. From time to time we'll encounter "old folks" who don't know that clicking the email isn't enough to sign the document - you have to follow the (clearly explained) instructions that follow, but once they're told to try again, they usually get it. We do 15 to 20 contracts per month and it works great every time.

Pluspunten: We sign a lot of contracts, and the signers are usually busy folks who don't have time to print and scan and email. If we're lucky, they had a secretary or assistant who could shove a contract in front of them for a signature, but that wasn't usually the case. With Docusign, a few clicks have a contract signed sealed and delivered.

Minpunten: I'm trying to think of a way to be critical of Docusign, but I really can't. Their setup can be as simple or detailed as any contract calls for. Perhaps a "signing wizard" for the tech-impaired crowd might make it a tad simpler, but it's pretty doggone easy as it is. I can't complain.