DocuSign Product Guide
Interested in discovering how DocuSign really performs? This product guide was compiled from real user reviews and lays out how the product performs for them. Get an accurate picture of DocuSign from those who know it best.
Highlight the Right Reviews
Throughout the guide below, there are links directly to reviews. Select the reviewers most relevant to you, and those links will be highlighted in blue.
Table of Contents
- Document Management and Processing
- Electronic and Digital Signature Solutions
- Contract and Agreement Management
- Document Management and Sharing
- Efficiency and Integration
- Compliance and Security
- Environmental Impact and Cost Efficiency
- Business Processes and Communication
- Specialized Applications
- Operational Tools and Management
- Electronic Forms and Submission Processes
- Internal and External Collaboration Tools
- Account and User Management
- User Experience and Accessibility
Document Management and Processing
Electronic and Digital Signature Solutions
Users across various reviews consistently highlight DocuSign’s electronic and digital signature solutions as a key strength of the platform. They appreciate the ease of collecting signatures electronically, the speed at which documents can be signed and received, and the convenience of managing user accounts. However, some users have expressed concerns about tracking signatures through connected applications and the challenges of formatting documents for electronic signatures. Despite these minor drawbacks, the general sentiment leans towards positive feedback regarding DocuSign’s electronic and digital signature capabilities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Docusign is a great solution if you are looking for features like Document review and digital signature on softwares like contracts, agreements or other Forms. We can get our documents digitially signed instead of waitng for some one to manually sign it and keep a printed record.” – Manager in Sales, Information Technology & Services, 1001-5000 employees
“DocuSign is very easy and intuitive to use. Once you send 1 or 2 contracts it becomes second nature; DocuSign does a great job of tracking and managing documents/contracts.; DocuSign’s UI is very nice to work in.” – Employee in Sales, Computer Software, 201-500 employees
“simply put I feel that DocuSign is so big that they have chosen to care about the bottom line and not the customer. There are many other electronic signature companies that care about their customers. Please research ones that will better suit your needs.” – Professional in Finance and Accounting, Real Estate, 1-10 employees
Contract and Agreement Management
Users consistently highlight DocuSign’s contract and agreement management as a standout feature, emphasizing its ease of use and effectiveness in facilitating the signing process for various legal documents. The platform’s ability to streamline the execution of contracts, NDAs, and other agreements has been well-received, with users noting its role in expediting workflows and ensuring secure and efficient document handling. Additionally, DocuSign’s functionality in managing a wide range of contracts, from employment agreements to vendor contracts, has been commended for its user-friendly interface and customizable templates that simplify the signing process for all parties involved. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign is a great solution if you are looking for features like Document review and digital signature on softwares like contracts, agreements or other Forms. We can get our documents digitally signed instead of waiting for someone to manually sign it and keep a printed record.” – Manager in Sales, Information Technology & Services, 1001-5000 employees
“DocuSign is used in various ways at our company. From documents we send out to all the board members to sign and submit to signing up for certain services at our office. We also will use DocuSign for state documents needed for insurance and liability-related contracts.” – Administrator in Human Resources, Computer Software, 51-200 employees
“We utilize DocuSign for contract signatures, NDA signatures, vendor agreements, and completing background check paperwork.” – Partner in Human Resources, Internet, 51-200 employees
Document Management and Sharing
Reviewers generally praise DocuSign for its efficiency in sending and receiving documents and its streamlined document management capabilities. Users appreciate the ease of sending documents for signature and the ability to track the status of signed documents. Some users find the platform user-friendly and note the convenience of electronic signatures for remote work scenarios. However, there are occasional concerns about limitations on the number of documents that can be sent and the need for additional envelopes for increased document sharing. Despite these minor drawbacks, DocuSign is widely regarded as a valuable tool for document management and sharing in various business settings. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“We use DocuSign to interface with other software and applications, so that we can send documents to be signed through our systems, without having to open up DocuSign on a separate page. The interface would do that in the background. The problem is not with to functionality of the product. That works well.” – Contributor in Sales, Real Estate, 1-10 employees
“Docusign is a great solution if you are looking for features like Document review and digital signature on softwares like contracts, agreements or other Forms. We can get our documents digitially signed instead of waitng for some one to manually sign it and keep a printed record.” – Manager in Sales, Information Technology & Services, 1001-5000 employees
“Not much on the negative, just restricted to a certain amount of envelopes per account therefore, more are needed to send out documents throughout the year; Privacy of documents; Turn around time is faster.” – Administrator in Human Resources, Computer Software, 51-200 employees
Efficiency and Integration
Efficiency and Time-Saving Features
Reviewers consistently praise DocuSign for its efficiency and time-saving features, highlighting its ability to streamline processes and expedite document signing. Users appreciate the quick turnaround times, standardized use of templates, and the ease of managing multiple signers on a document. The platform’s intuitive interface and features like hosted signing and correct tags contribute to saving time and enhancing overall efficiency in document handling. Additionally, the system’s user-friendly nature and reliability are noted as key factors that contribute to its time-saving capabilities. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Happy with the document signing functionality – has been fast, efficient and easy to use.” – Consultant in Product Management, Management Consulting, 1-10 employees
“DocuSign is a valuable tool for electronic signatures and compliance requirements, especially for remote work.” – Analyst in Sales, Information Technology & Services, 201-500 employees
“DocuSign saves time and makes the process of signing anything more efficient and streamlined.” – C-Level Executive in Professional Services, Human Resources, 201-500 employees
“But would not use again or recommend due to their terrible customer service, in my experience.” – Consultant in Product Management, Management Consulting, 1-10 employees
Integration with CRM and Other Platforms
Users consistently highlight DocuSign’s strong integration with CRM and other platforms, emphasizing its ability to streamline processes and enhance workflow efficiency. The integration with Salesforce, in particular, is praised for automating tasks and improving contract management. While some users mention minor challenges with specific integrations, overall, DocuSign’s integration capabilities with CRM and other platforms are viewed positively by reviewers. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
“DocuSign is vital to our internal and external documentation sharing. Our sales team utilizes DocuSign for contract sharing and it has streamlined our internal processes by integrating with our CRM.” – Team Lead in Sales, Computer Software, 51-200 employees
“DocuSign is a great tool for any organization that deals with contracts more than once a week. If the organization utilizes Salesforce, using DocuSign would be an excellent business solution with a positive ROI.” – Engineer in Engineering, Consumer Services, 51-200 employees
“CONS: Complicated Salesforce integration- You should be able to autofill information for SOWs from fields in SFDC, but it is hard to make it work.” – Program Manager in Product Management, E-Learning, 1001-5000 employees
Compliance and Security
Secure and Legal Document Handling
Users consistently praise DocuSign for its secure and efficient handling of legal documents and compliance requirements. The platform’s ability to facilitate the electronic signing of contracts, agreements, and other legal paperwork has been widely appreciated by reviewers across various departments. DocuSign’s secure web-based signature collection has significantly streamlined the signature process, reducing turnaround times and providing a secure backup for sensitive data. Additionally, users have highlighted the ease of use and accessibility of DocuSign, particularly in situations requiring a swift, painless, and secure execution of contracts and agreements with customers, clients, legal entities, and vendors. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign is perfect for companies that require contracts to be sent out to multiple parties. The system works well to organize groups of people, save the documents in an organized fashion as well as make the signature process streamlined by having signatures pre-saved for the individual.” – C-Level Executive in Legal, Capital Markets, 11-50 employees
“DocuSign is not only incredibly secure and integrated but extremely easy to edit contracts when needed. Since implementing DocuSign, it has streamlined and automated our sharing processes.” – Team Lead in Sales, Computer Software, 51-200 employees
“Nevertheless, it may not be the optimal choice for intricate legal documents or cases where manual signatures are preferred.” – Analyst in Sales, Information Technology & Services, 201-500 employees
Security, Compliance, and Legal Assurance
Reviewers consistently praise DocuSign’s secure and efficient electronic signature capabilities. Users highlight the platform’s ability to ensure compliance with legal requirements and provide a secure environment for document signing. The consensus among reviewers is that DocuSign offers a reliable solution for maintaining legal assurance and security in electronic transactions. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign is not only incredibly secure and integrated but extremely easy to edit contracts when needed. Since implementing DocuSign, it has streamlined and automated our sharing processes.” – Team Lead in Sales, Computer Software, 51-200 employees
“No specific ROI numbers to share but has significantly decreased the turnaround time of sending out a contract and receiving back an executed copy; Simple to use with clients who aren’t tech savvy; Safe and secure way to track documents.” – Project Manager in Sales, Health, Wellness and Fitness, 1-10 employees
“Suitable if you’re a sadomasochist who likes to torture his or herself. Unsuitable for getting documents signed in a fast, efficient and secure manner.” – Board Member in Other, Arts & Crafts, 10,001+ employees
Environmental Impact and Cost Efficiency
Environmental Benefits: Reducing Paper Waste
Reviewers consistently praise DocuSign for its significant contribution to reducing paper waste and promoting environmental sustainability. Users appreciate the platform’s ability to eliminate the need for physical documents, printing, and scanning, which not only saves time but also reduces the organization’s carbon footprint. The convenience of electronic signatures and the ease of remote document signing are highlighted as key factors in enhancing operational efficiency while aligning with eco-friendly practices. Additionally, the centralized signature control and audit trails provided by DocuSign contribute to a more streamlined and environmentally conscious document management process. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign is used at G3 across the entire organization which saves us from the waste of time and the material task of printing out documents to sign, scan and email back to yourself before returning the signed document back to the other party.” – Partner in Corporate, Airlines/Aviation, 11-50 employees
“Our company recently implemented DocuSign as we often have agreements and licenses to share and cosign with clients and vendors. DocuSign makes it so much easier than printing, signing, scanning and saving in secure locations. It is a time-saver while also making sure that we have legally executed documents on file.” – Administrator in Product Management, Marketing and Advertising, 201-500 employees
“The only negative impact to an organization would be if they pay for the program, but then don’t use it.” – Employee in Professional Services, Construction, 1001-5000 employees
Cost Reduction and Financial Impact
Reviewers’ opinions on DocuSign’s cost-saving capabilities and financial impact are diverse. While some users highlight the significant cost reductions achieved by eliminating paper, printing, and postage expenses, others express concerns about the platform’s pricing structure. The ability to streamline processes and enhance efficiency is acknowledged, but there are reservations about the potential cost implications for organizations of varying sizes. Users appreciate the convenience of electronic signatures and the speed at which transactions can be completed, but there are mixed views on the overall financial benefits of using DocuSign. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“If you are an enterprise client where money is no object or a personal user who doesn’t send a lot of envelopes, this could work fine for you. But when you fall between the two, you are at the mercy of their plan limits – both for users and for the number of envelopes sent.” – Manager in Information Technology, Internet, 1-10 employees
“Decreased cost required to send, track, and return documents for signature; Increased transaction speed allowing for more robust financial controls; Improved onboarding process for HR.” – Director in Corporate, Construction, 201-500 employees
“Save money on the cost of paper; Better for the environment; The only negative impact to an organization would be if they pay for the program, but then don’t use it.” – Employee in Professional Services, Construction, 1001-5000 employees
Business Processes and Communication
Sales and Customer Onboarding Processes
Reviewers generally praise DocuSign for its positive impact on sales operations, customer interactions, and onboarding processes. Users appreciate the efficiency and convenience it brings to executing agreements and ensuring timely document viewing by customers. However, some reviewers express concerns about inconsistent support and account management practices, which can lead to miscommunication and frustration within sales teams. Despite these challenges, DocuSign remains a valuable tool for streamlining sales and customer onboarding processes for many organizations. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“The visibility it provides for the seller is crucial to ensure our customers are receiving and viewing our contacts in a timely manner.” – Employee in Sales, Computer Software, 201-500 employees
“DocuSign is great for so many use cases. I’ve closed on a home and signed my documents on my phone in the Phoenix airport, it was awesome.” – Account Manager in Sales, Computer Software, 51-200 employees
“DocuSign lost me as a client because, in my opinion, it has poor customer service.” – Employee in Customer Service, Real Estate, 201-500 employees
“Happy with the document signing functionality – has been fast, efficient and easy to use. But would not use again or recommend due to their terrible customer service, in my experience.” – Consultant in Product Management, Management Consulting, 1-10 employees
Customer and Client Communication
User experiences with DocuSign’s customer service and client communication vary widely. While some users praise the platform for its ease of generating and sending documents to clients, as well as the convenience it offers for clients to sign electronically, others express frustration with the lack of responsiveness and support from DocuSign’s customer service team. Issues such as difficulties in canceling or downgrading accounts, long wait times for refunds, and challenges in reaching a resolution for billing discrepancies have been highlighted by dissatisfied users. Despite some positive feedback on the responsiveness and helpfulness of the customer service team in resolving minor issues, there is a notable trend of dissatisfaction with the overall customer and client communication experience provided by DocuSign. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign lost me as a client because, in my opinion, it has poor customer service. In my experience, it did not handle the issues at all and the representative kept repeating the same script.” – Employee in Customer Service, Real Estate, 201-500 employees
“Although I have never had major issue with the software the customer service team is helpful, responsive, and knowledgeable. It is easy to get in touch and chat with them.” – Director in Human Resources, Restaurants, 201-500 employees
“As I’ve stated in previous sections of this review, the problem isn’t with the product, it’s with the lack of customer service available both online and over the phone.” – Contributor in Sales, Real Estate, 1-10 employees
Specialized Applications
Human Resources and Employment Documentation
Users generally praise DocuSign’s efficiency in handling human resources and employment documentation tasks. The consensus among reviewers is that DocuSign streamlines the process of sending and signing employment-related documents, such as offer letters, contracts, and non-disclosure agreements. Users appreciate the ease of use and quick turnaround time for getting documents signed, especially in HR departments for onboarding, promotions, and attrition processes. Despite some minor issues like documents occasionally landing in spam folders, overall, DocuSign is highly recommended for its effectiveness in managing HR documentation. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign is used for HR related documents to streamline onboarding, offboarding and any other policy related documentation.” – Vice-President in Human Resources, Consumer Goods, 51-200 employees
“DocuSign is leveraged across the sales department for any major contracts with our clients, to extend new compensation agreements to reps, and to engage with new clients via NDA.” – Account Manager in Sales, Computer Software, 501-1000 employees
“I would prefer if the documents were in ADOBE Format. My applicants were sometimes unfamiliar with DocuSign so they did not know how to use.” – Professional in Human Resources, Warehousing, 51-200 employees
“DocuSign is well-suited for contract, proposal, and other employment-related document signing.” – Manager in Sales, Marketing and Advertising, 1-10 employees
Real Estate Transaction Management
Users generally praise DocuSign for its efficiency in real estate transactions. The platform is highly regarded for streamlining the signing process, enabling swift completion of agreements and deals. Real estate professionals appreciate the convenience of sharing purchase agreements and essential documents securely and promptly. Despite some minor drawbacks such as occasional editing challenges and limited integration with specific real estate software, DocuSign remains a valuable tool for expediting real estate transactions and enhancing overall operational efficiency in the industry. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
“DocuSign is being used in our sales and accounting department. DocuSign gives our sales team the ability to send out contracts to prospective customers and they no longer have to print off, grab a pen, sign the document, and scan it back to us. It shortens our closing cycle tremendously.” – Project Manager in Sales, Health, Wellness and Fitness, 1-10 employees
“Perfect for the investor and wholesaler. This platform gives an easy to use e-sign experience with quick and trusted responses. Our title company uses it for clients who are not very savvy about e-sign and they can easily get their documents finalized for closing.” – Project Manager in Sales, Real Estate, 11-50 employees
“I use DocuSign mainly for real estate contract signatures but it has come in handy for other needs. It has been a big time saver from having to drive around to get documents signed.” – Team Lead in Sales, Real Estate, 1-10 employees
Operational Tools and Management
Electronic Forms and Submission Processes
Users generally praise DocuSign for its efficient electronic forms and submission processes. They appreciate the ease of sending and receiving documents for signature, as well as the ability to track and manage the signing process effectively. Some users highlight the convenience of digital signatures over traditional manual signing methods, emphasizing the speed and accuracy it brings to their workflows. Despite a few isolated incidents of technical difficulties or account management issues, the overall consensus leans towards positive feedback regarding DocuSign’s electronic forms and submission processes. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“DocuSign is a great solution if you are looking for features like Document review and digital signature on softwares like contracts, agreements or other Forms. We can get our documents digitally signed instead of waiting for someone to manually sign it and keep a printed record.” – Manager in Sales, Information Technology & Services, 1001-5000 employees
“DocuSign is so easy to use – it tells you exactly where to initial or sign and provides the signature and initials for you. I love that each signed document is immediately available to and emailed to each party. Adding forms to DocuSign is very easy and intuitive.” – Manager in Finance and Accounting, Non-profit Organization Management, 1-10 employees
“CONS: Can be challenging to create forms with multiple text boxes; Would like to archive–not delete or void–a contract if candidate declines.” – Partner in Human Resources, Internet, 51-200 employees
Internal and External Collaboration Tools
Users consistently highlight DocuSign’s internal and external collaboration tools as a key strength, emphasizing the platform’s ability to facilitate smooth communication and document sharing across departments and offices. The tool’s feature set enables users to efficiently track signatures, send documents to multiple recipients simultaneously, and streamline workflows, ultimately enhancing collaboration and productivity within organizations. Additionally, users appreciate the platform’s user-friendly interface and secure sharing capabilities, making it a valuable asset for managing contracts and conducting business operations effectively. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Our company recently implemented DocuSign as we often have agreements and licenses to share and cosign with clients and vendors. DocuSign makes it so much easier than printing, signing, scanning and saving in secure locations. It is a time-saver while also making sure that we have legally executed documents on file.” – Administrator in Product Management, Marketing and Advertising, 201-500 employees
“Allows better collaboration between departments and offices that require signatures for certain tasks (like signing off on commission agreements).” – Employee in Sales, Legal Services, 201-500 employees
Account and User Management
User sentiment regarding DocuSign’s account and user management functionalities varies widely across different reviews. While some users praise the ease of user account management and the efficiency it brings to their administrative tasks, others express frustration with what they perceive as subpar account management features. Complaints about upgrading versions being cumbersome and lacking support contribute to a mixed opinion on the platform’s account and user management capabilities. Despite these challenges, some users find value in the platform’s ability to streamline processes and eliminate paper waste through digital forms, particularly in divisions like Recruiting, Sales, and Account Management. (Source Reviews: 1, 2, 3, 4)
“Ease of user account management (administrative function)” – Analyst in Human Resources, Paper & Forest Products, 1001-5000 employees
“Horrible account management; Upgrading versions is an absolute pain; Support is non-existent; It’s expensive” – Board Member in Other, Arts & Crafts, 10,001+ employees
“It addresses using digital forms instead of paper forms, which makes it much easier to track as well as save the information quickly and easily.” – General Manager in Human Resources, Health, Wellness and Fitness, 51-200 employees
User Experience and Accessibility
Mobile Accessibility and User Experience
Users consistently praise DocuSign for its user-friendly interface and efficiency. While many reviewers highlight the ease of use and simplicity of the platform, some express concerns about the mobile functionality not always being intuitive. The need to create an account for saving documents is mentioned as a minor inconvenience by a few users. However, overall, DocuSign’s mobile accessibility and user experience receive positive feedback for their simplicity and clear instructions, making it a preferred choice for many users. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“It can be easy and simple to use as well as fast turn around, so for the most part, I would recommend it for its ease and comfort zone when sending out private documents. Each document is password protected, which is a plus.” – Administrator in Human Resources, Computer Software, 51-200 employees
“The mobile functionality is not always easy to use; Having to the visual boxes for everything that needs to be filled in is time-consuming; Having to create an account is inconvenient.” – Professional in Sales, Real Estate, 201-500 employees
“Simple design; Easy to use; Flexible.” – Project Manager in Sales, Real Estate, 11-50 employees
Template Creation and Management
While some users appreciate the ease of creating and managing templates in DocuSign, others find room for improvement in the customization options and transferability of templates. The ability to streamline repetitive processes through template usage is acknowledged positively, yet there are suggestions for enhancing the editing capabilities within templates. Users value the convenience of storing and reusing templates for efficient document processing, but there are mentions of limitations in template customization and notification settings. In summary, opinions on DocuSign’s template creation and management feature are mixed, with users highlighting both its strengths and areas for enhancement. (Source Reviews: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
“Drawback on looking 100% professional due to difficulty in aligning tags with existing word text.” – Employee in Human Resources, Retail, 10,001+ employees
“PROS: Allows me to create templates that are used often, like agreements; Fields are easy to add and customize; DocuSign manages the process and sends reminders to parties to complete; Takes the stress of managing signatures and processes off me.” – C-Level Executive in Professional Services, Human Resources, 201-500 employees
“CONS: Ability for more editing in templates; More customizable notifications.” – Vice-President in Human Resources, Consumer Goods, 51-200 employees
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