DocuSign Research It offers features for managing documents, collecting signatures, and automating workflows. All paid plans have an option for a 30-day free trial Cost: ● ● ● ● Free: Only functionality is electronically signing documents Personal: $12 a month, paid annually ○ Send documents for signature ○ Sign documents ○ Access to basic fields and tags ○ Mobile app access ○ Integrates with Dropbox, Google, and more Standard: $30 a month, paid annually ○ All features of the Personal Plan ○ Request signatures from others ○ Basic fields and tags customization ○ Document routing and workflow management ○ Access to templates and reusable forms ○ Reminders and notifications Business Pro: $53 a month, paid annually ○ All features of the Standard Plan ○ Advanced fields and tags customization ○ Advanced recipient workflow controls ○ Document expiration and automatic reminders ○ Advanced authentication options ○ Bulk send and powerforms Process: The process of using DocuSign involves several steps: ● ● ● Uploading Documents: Users can upload documents to the DocuSign platform in various formats, such as PDF, Word, or Excel. Adding Recipients: You can specify who needs to sign the document and add their email addresses. DocuSign supports multiple signers, and you can define the signing order if necessary. Adding Fields: Next, you can add fields to the document, such as signature fields, date fields, checkboxes, or text fields. These fields indicate where recipients need to fill in their information or provide signatures. ● ● ● ● Customizing Workflow: DocuSign allows you to customize the workflow by setting rules and conditions for each recipient. For example, you can specify if a recipient needs to sign or just view the document. Sending for Signature: Once you have prepared the document and added all the necessary fields, you can send it to the recipients for signing. DocuSign will send them an email notification with a link to access and sign the document. Reviewing and Signing: Recipients can review the document, fill in any required information, and provide their electronic signatures. DocuSign provides an intuitive interface for signing documents electronically. Completion and Storage: After all the required signatures are obtained, DocuSign notifies all parties involved, and the signed document is stored securely in the cloud. You can access and download the completed documents whenever needed. Customizability: DocuSign offers a range of customization options to tailor the signing process and documents to your business requirements. You can create templates for frequently used documents, define custom fields, and apply branding elements to maintain a consistent look and feel. Additionally, DocuSign provides APIs and integrations, allowing you to integrate the platform with other systems and automate document workflows further.
