What it is
Docusign is an e-signature platform: you upload a document, mark where each person signs and send it by email or link, with a full audit trail. Its plans add templates, bulk send, payments and forms, and its agreement management suite adds workflows and AI to analyze contracts. It suits companies that sign a lot and work in Salesforce or Microsoft.
How to use it
- Send for signature a PDF or Word file with fields for each signer.
- Save templates for contracts, offer letters or customer onboarding.
- Sign on your phone with the iOS and Android apps.
- Collect payment at signing or bulk send one document to many people on Business Pro.
- Connect Salesforce or HubSpot to send contracts straight from each deal.
What it's good for
- A property manager signing lease agreements remotely.
- An HR team sending offer letters and contracts to new hires.
- A sales team on Salesforce sending contracts without leaving the CRM.
Pros
- Personal plan from about US$10 per month for light users
- Native integrations with Salesforce, Microsoft 365 and HubSpot
- Spanish-language interface; signers don't need an account
- Mature API for embedding signing in your own app
Cons
- Plans cap envelopes (around 100 per user per year on Standard)
- Bulk send, payments and forms require Business Pro or higher
- Advanced or certificate-based signatures for local rules cost extra
