TrustRadius Insights for DocuSign are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Intuitive User Interface: Many users have praised the highly intuitive and easy-to-navigate user interface of DocuSign. They appreciate the user-friendly design, which makes it effortless to perform tasks quickly and efficiently. The simplicity and accessibility of the interface are particularly helpful for individuals who are new to signing documents using the platform.
Efficient Multi-Recipient Signatures: Users highly appreciate the ability to send documents to multiple recipients at multiple locations for multiple signatures in DocuSign. This feature streamlines the process of obtaining signatures from various parties, saving time and effort. Users find it convenient to send documents to multiple recipients with a single action, reducing the need for individual calls and emails.
Real-Time Notifications: Users value the quick turnaround time of receiving notifications and signed documents back immediately after a recipient signs in DocuSign. This promptness ensures that documents are processed and finalized in a timely manner. The real-time capabilities of DocuSign, such as sending and returning contracts within minutes, are highly valued by users.
DocuSign is currently integrated with Salesforce and being used for all B2B and B2B2C contract needs within the organization. It greatly speeds up our signed contracts process and allows service fulfillment steps to get triggered automatically. The ability to map custom fields from the contract back to the Salesforce object is extremely useful. I can't imagine how long it would take if the team had to reference the contract documents themselves for that key metadata.
Pros
Integration with Salesforce.
Templating and custom fields.
A great dashboard and ease of use when building new documents.
Cons
Debugging utilities when the Salesforce integration doesn't work.
Better error messages and a better log of errors connected with contracts when syncing to Salesforce.
The admin dashboard experience can be confusing and unintuitive.
Likelihood to Recommend
I think 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. Managing the platform and end-users is very straightforward. Additionally, their support is very good. I've had to reach out several times a year over the last three years and have had good, very helpful experiences each time. Out of all the B2B vendors I have ever worked with, I would rate DocuSign's support near the top.
We use DocuSign for all our legal document execution that doesn't happen in person. We've used it for templating convertible debt documents for multiple investors such that they can fill in all the relevant information. We also use it for job offer packets, employment agreements, equity grants, and the occasional non-disclosure agreement (NDA).
Pros
We've used it for templating convertible debt documents for multiple investors such that they can fill in all the relevant information. This is instead of us having to generate off individual versions of the same documents for each entity that executes them. This works for NDAs as well.
We love that DocuSign has flexible signing order. We use this in tandem with templating to have users drive the document customization process, but reserve the step of final execution after we have a chance to review their entries to make sure everything is in order.
I really like that you can replace the underlying documents. Small/medium changes happen to documents all the time and having the ability to update them without having to completely re-layout the fields is a hugely import UX win.
Cons
DocuSign's overall UI is a bit clunky and not amazingly well designed. I'd love it if they gave it a thoughtful design (although just reskinning it wouldn't really be much better).
We've been underwhelmed at times by their Microsoft word direct import. I always convert to PDF before uploading documents at this point.
The email subjects the generate are just downright wretched. It would be better to *make* the user fill out a subject line than the ones that they autofill and then happily send out to recipients.
Likelihood to Recommend
DocuSign, as we use it, is well suited for small and medium-sized businesses. It is unclear to me how it would handle a very large amount of document flow. Having not used their team plan, I don't know if those plans have improved document management. For a small startup, there are few business administration tools that have been more helpful.
Automated leasing of properties is what we were after. Now they've cost us at least a few thousand dollars in dev time and [we] have 0 resources to actually resolve an issue that is attributed by settings on their end.
So, they didn't solve any of my problems.
Pros
Trusted Name
Cons
Support
API
Likelihood to Recommend
Their API is scrapped together just to be able to compete with others who have made it a priority. It's not an easy API to work with. After a week of development, we had a fully working integration in their sandbox. It took 3 days to jump through all of their hoops to promote the sandbox environment to live. And as soon as we were live, we got a not enough permission error from their live API. Same exact code.
Their support is only capable of helping with manual signings. They don't know what an API is. They won't escalate to anyone (a manager or tier 2). All they can do is suggest that you go to stack-overflow. Their sales reps also refuse to help and say that they can only sell the product.
I posted on stack-overflow. Emailed every single email address possible within the last week to try and get to their dev team. No help.
All we needed was for someone to evaluate the error and match the permissions of the live account with the sandbox account (something we can't do!).