DocuSign is billed as the all-in-one document management and e-signature tool that lets organizations handle all their documents legally and efficiently. When we got to grips with DocuSign, we found out the app mostly delivers on its promise with a strong set of features, comfortable user experience, and competitive pricing
Starting from: $15/month
Pricing Model: Subscription
Yes, has free trial
Yes, has free version
- Ease of use
- Report logs
- Custom forms
- Signature groups for tasks
- Document tracking
- Limited free version
- Frustrating document update experience
- Small business
- Medium business
- Large enterprises
- Non-profit Organization
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
DocuSign Electronic Signature
DocuSign has long had a reputation as the best e-signature platform on the market. With plenty of competitors appearing in this hotly contested space, we decided to see if DocuSign still lives up to its reputation. After spending some time with the DocuSign app, we found the platform is an excellent digital signing tool for enterprise customers.
Moreover, DocuSign software now includes robust document management tools, integrations, and customizations. Read our DocuSign review below to find out how we rate DocuSign and whether your business should consider using this service.
What Is DocuSign?
DocuSign is one of the leaders in digital document signing, allowing users to sign documents efficiently across services and file formats. Because of its suite of features and ease of use, DocuSign is ideal for organizations of all sizes – whether a multinational corporate giant or a small business. For individual users, the DocuSign personal experience is a free digital signature software.
Businesses value DocuSign software because it provides custom options outside its standard tools without compromising security. In fact, the service is fully compliant with regulators both in the U.S. and globally.
In this DocuSign Review, we will cover the basics of the platform while also digging a little deeper into DocuSign features and pricing. The company has expanded in the last years its output to cover more than just digital document signing. Our DocuSign app review considers the new digital documentation tools and highlights how these compare to other providers on the market.
How to Use DocuSign
When you visit the DocuSign app or website, you will first need to register for an account on the platform. Before committing to a purchase, we recommend testing DocuSign’s features by taking the free trial. This allows you to use the DocuSign software for 30 days with no commitment to purchase. In fact, you do not need to provide your card details to access the free trial… basically, you can get free digital signature software with no strings attached.
Signing up is fairly standard, including filling in your personal information such as your name, email address, phone number, job role, and company. Once you have gone through the DocuSign login, the main hub of DocuSign is the home page. Here you can see an overview of your documents, including files that need action. You can also leave the home page to see document templates and reports. However, it is the digital signature tools that make up the core of the DocuSign software experience. This means the ability to send, manage, and sign documents online.
Uploading and sending documents to contacts for electronic signature is simple:
Upload the document
The DocuSign app supports most of the common document file formats, including PDF, Microsoft Word. In addition, you can upload these files directly from your device or file-sharing services like OneDrive, Google Drive, and Dropbox.
Highlight who should sign the document
Input the email addresses and names of the recipients who should sign the document. DocuSign also lets you choose the order you should sign the document.
Create signature fields
You can customize documents to include the signature field where you want it. This is done with an intuitive drag and drop tool. You can now send the documents to send, and a link will be emailed to all your chosen recipients.
Moreover, users can also manage documents you have sent out or those you need to sign, including setting reminders and auditing trails.
- Keep up-to-date with documents – Through the DocuSign home page, you can keep track of your documents by checking the status. Other options include running reports, seeing audit trails, and scheduling when you should send documents. In addition, you can set up reminders to get notifications through each step of the process.
- Automatic secure document saving – Once a document is ready, you can access it at any time, whether you are signing or having it signed. Moreover, DocuSign stores documents on the cloud to be available for downloading and printing.
- Easy management – Administrating your documents on DocuSign is easy thanks to tools such as branding, visibility, and handling access for internal users. With more granular options, you can include compliance policies and advanced reports.
How do I Sign a Document with DocuSign?
For most users – especially personal customers – the DocuSign app experience is about signing documents, and thankfully doing that is seamless.
- Select your document – Click on the document, selecting it in your email. Next, select the Review Document option.
- Agree to use the Electronic Signature software.
- Click “Sign.”
- Verify your name.
- Choose Adopt and Sign.
- Confirm the signature.
And you are done. You can now print the document or download it from DocuSign as a PDF file.
In summary, DocuSign software provides an all-in-one solution for document signing and management. Perhaps the biggest positive of the DocuSign app experience is how easy it is to use. DocuSign avoids overcomplicating processes instead of focusing on delivering functionality and usability. I especially like the drag and drop feature, which makes all tools a joy to use.
However, it is worth noting updating documents is a little more frustrating because you have to skip sections to get to what you need to change. It is a minor gripe and not a dealbreaker, but surely there is a more efficient way to edit the specific parts you want? Still, nitpicks aside, the usability of DocuSign is very high. That is why the app is popular with personal users and the fact you do not need to sign up for an account to sign a document.
DocuSign is so much more than a simple digital signature tool. It is a whole suite of document management features. Below are the best capabilities you can expect when signing up for a DocuSign account:
Setting Up Documents
While DocuSign allows users to sign documents – and this is what personal users will use most – for enterprise customers, the document setup is the platform’s core. With intuitive UI choices, implementing what you need into a document is easy for all types of e-signature scenarios. It is also worth remembering that DocuSign allows you to print documents for in-person signing.
When you upload a document to the software, you can highlight areas of the form where recipients should take action. As we mentioned, the drag and drop function makes it simple to customize areas where information should be entered into a document, including the signature location.
Moreover, DocuSign adds some nice features flourishes to enhance the experience further. For example, signers who receive a document are color-coded to show who needs to sign what and when. You can also add initials, checkboxes, and other elements you often see in forms. Importantly, you can also swap out the in-built fields for your own custom fields.
Concerned about who will access the document? You can set up an access code which means only users with permission can open the file.
For larger organizations, there are likely documents that are sent out frequently without needing to make changes. However, even small businesses will have some standard forms that need to be signed. Rather than create a new document for each time you send these forms, DocuSign lets you create templates.
Set up a form once and then reuse it whenever you need it. This includes non-disclosure agreements (NDAs), proposals, contracts, service agreements, and any other document type. Accessing your list of templates is easy thanks to a bespoke tab available on the DocuSign homepage. Like normal single-use documents, you can add passwords to templates to ensure only the contacts you want access can see them.
Keeping track of documents being sent out helps to save time and resources. It is one thing to request a form to be signed, but you want to ensure you get it back. DocuSign has a feature that helps you to track your documents.
Through the tracking section of the service, you can see the status of all documents you have released. On each of your forms, you can take actions such as see the progress of the document. This includes information regarding actions that have been taken on the file, such as who has signed it. You can also resend the document again from the tracking page.
As for documents you need to sign, the DocuSign inbox will notify you of files that still require your action. If you are having trouble finding a document, a search function is available to help you locate it.
All DocuSign accounts come with a reporting feature. You can see data on each document on a report, including statistics regarding how many have been sent. As reports update in real-time, you never need to worry about falling behind on any document. When a document is signed and returned, it will be instantly highlighted in the report.
Because DocuSign is designed for individuals and organizations who want to access digital document management and e-signature services, it makes sense for the app to play nicely with other services. And that’s exactly what DocuSign does, with a vast array of available integrations across CRM software and productivity suites. In fact, there are over 350 integrations with DocuSign from third-party software vendors. For customers, the integrations allow streamlined and efficient management directly within their favorite apps and services.
The DocuSign API taps into various tech, nonprofits, education, corporate, and healthcare solutions. This basically means users can access DocuSign features directly within the service without opening the DocuSign app. Included in this list of integration are Microsoft Office products and Google Workspace applications.
As mentioned, DocuSign is available as a free service if all you want to do is sign a document… in fact, you won’t even need an account. However, if you want more robust enterprise-grade document management tools, you will have to pay for one of the three DocuSign pricing plans.
Starting From: $15/month (Monthly Plan)
Pricing Model: Subscription
Free Trial: 30-days
While we think DocuSign is the digital document signing space leader, it is certainly not the only option. In fact, if you value the document management of DocuSign more than the signature support, there may be some better alternatives to DocuSign. Below you have a list of some of its alternatives, including some DocuSign free alternatives. Moreover, if you want to read more about its competitors, you can go on our dedicated page.
- Adobe Sign
DocuSign Review Conclusion
After spending plenty of time with DocuSign, we have come away confident the app provides probably the best document management and e-signature service currently available. Some alternatives do better, such as PandaDoc’s free tier, while Adobe Sign appeals to small businesses. However, none of them deliver the all-around general solidness of DocuSign. Whether it is an intuitive UI, deep integrations, advanced features like reporting, or simply signing documents efficiently, DocuSign checks just about every box.
Is DocuSign Safe?
Yes, DocuSign provides the ability to secure your documents with passcodes, which means only people you have given permission can see the file. However, all DocuSign documents are completely legally binding in terms of the platform itself, just as they would be with pen and paper.