DocuSign is e-signature software. You upload a document, add signature fields and send it, and DocuSign tracks the signing with reminders and an audit trail.
DocuSign templates standardize processes and reduce preparation time, and bulk send lets you send one document to many recipients at once. Conditional fields show or hide what you collect depending on how a signer has filled in other fields. DocuSign offers several ways for signers to prove their identity before they can access documents. You can also collect credit and debit card details from a document and process them through a payment gateway such as Stripe.
DocuSign says small businesses rely on eSignature for sales proposals, NDAs, service agreements and contracts with new customers. Its site lists solutions for departments such as sales, human resources, legal and procurement, and for industries including financial services, insurance, real estate, government and healthcare. The Personal plan targets individuals and sole proprietors who only need simple e-signatures, while Standard suits small and mid-sized teams that send and sign documents and work on them together.
eSignature connects with systems such as Salesforce, Workday, SAP, Oracle, Microsoft, Google, Box and Slack. DocuSign’s Developer Center helps you integrate, extend and build apps with its APIs. DocuSign’s app for iPhone, iPad and Android lets you prepare, tag, send and sign documents while you’re on the move. For help, DocuSign lists a Support Center, Customer Success, DocuSign University and a Community.
Standard and Business Pro add team features, and Enhanced is for larger organizations. Current prices are in the pricing box above.