This review was last updated
This CRM Review examines DocuSign.
In-Depth CRM Review
221 Main Street
San Francisco, CA 94105-1925
CRM Category: Field Sales Support – Cloud
Sub-Category: Order Entry/Electronic Signature
Seats: Small Enterprise
About the Company:
Accessible anytime, anywhere, on any device, the DocuSign Global Network connects companies to their customers, partners, suppliers and employees where they can transact business with confidence. Customers of all sizes solve their paper problems by easily replacing manual, paper-based methods to decrease contract cycle times, reduce costs, improve visibility and control, and enhance customer satisfaction.
DocuSign helps your world work better with the easiest, fastest, most secure way to send, sign, track and store documents in the cloud.
It’s the global standard for electronic signature.
- More than 40 million DocuSigners have signed more than 290 million documents in more than 188 countries
- Nearly 50,000 unique new DocuSigners DocuSign for the first time every weekday
- 51% of DocuSign documents are completed within 1 hour
- More than 800,000 documents (containing more than 3.6 million pages) are DocuSigned on the DocuSign Global Network each day
- 90% of the Fortune 500 have used DocuSign
- More than 400 credit unions nationwide use DocuSign
About the Product:
Get business done much faster
DocuSign Professional Edition is designed specifically to help individual professionals around the world sign, send, and securely manage their business documents online – anywhere, anytime, and on any device. Your prospects, clients, and customers will love how fast and easy it is to DocuSign.
Easy sending preparation
With DocuSign, a simple drag and drop menu lets you easily prepare a document to send. You can indicate where to sign or initial, add a form field to collect data, add recipients and set the workflow with just a few clicks. DocuSign works with your current file formats (Word, Excel, PDFs, images) and the cloud services you already use (Box, Dropbox, Evernote, Google Drive, SkyDrive, and more). Plus, DocuSign’s unique Intelligent Document Recognition alerts you when a template similar to your document can help finish preparation for you.
Sign online or in-person
DocuSign makes life easier for you — and for your customers. You can easily and securely collect information, automate workflows and legally sign sales agreements, contracts, and other documents electronically. Whether you need to get documents completed online, on your mobile device, or face-to-face, DocuSign increases the speed to results, reduces costs, and delights your customers.
Save time and money
Start saving on printing, mailing, faxing, and overnighting packages — and gain instant visibility into where your documents are at every stage of the process. Stop wasting time and resources driving across town for signatures when you can leverage the power of DocuSign to get faster, more cost-effective results.
Never lose an important document again while shuffling paperwork. With all your agreements signed, stored, and easily accessible and manageable in the DocuSign Cloud, you can feel good about going green and reducing your businesses impact on the environment.
Key Professional Edition Features & Benefits
Legal and Secure
See how we ensure that electronic signatures are 100% legally binding around the world.
Any Document and File Type
Use all of your existing documents and PDF forms — no rework is needed.
Drag and Drop Tags
Place familiar “sign here” and other tags to guide signers to fast, 100% accurate completion.
Add multiple recipients to sign all at once or in sequence — so you can involve the right people at the right time.
Set the language experience of signers in 43 native languages.
Send signing reminders and document expirations to take the worry out of missing deadlines.
Send frequently used documents in just a few clicks using your template library. Apply a template automatically to new documents to save preparation time.
Collect a credit card or PayPal payments to commerce-enable transactions.
Connect your account with the #1 electronic signature mobile apps.
- iPad – iPhone – Android – Windows 8
View dashboards to quickly see document status and items that need your attention.
Optional “Fax Back” Feature
Let signers sign on paper and fax back to you — and still manage it all online.
For complete pricing details, please see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of DocuSign:
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