Eliminate Manual Tasks
Time is always of the essence, and your time is valuable. With a host of features, DocuSign is able to provide you with the ability to increase operational efficiency and save time on preparing, sending and signing documents. By eliminating the manual tasks associated with all types of agreements, it frees you up to get even more done with your day. Our customers have seen rapid acceleration of time to prepare agreements.
- 70% decrease in number of steps to create a form
- 97% Reduction in number of forms used across products
- 90% decrease to prepare documents
Disclaimer:
If some of these features are not within your plan, contact your sales representative to upgrade your account.
Templates
Templates are ideal for your most used documents. It’s a streamlined, repeatable, and shareable process by creating a standardised document to send out all of your agreements. You no longer need to recreate the document every time you need to prepare and send it to different people. By enabling automation of this task, you can save time and unnecessary effort in creating a new agreement envelope every time you need to send out an agreement.
Examples:
- Sales contracts
- NDAs
- Lease agreements
Bulk Send
DocuSign’s Bulk Send feature is the ideal way to send a document to multiple people at once, quickly and easily. Use Bulk Send for employee policy and other HR updates, payment verification forms, and more. With increased efficiency, sending quicker enables your recipients to sign quicker.
Examples:
- Onboarding documentation
- Lending forms
PowerForms
PowerForms provide a simple way to create secure, user-friendly forms for your customers to fill out and sign, on a self-service basis. Simply embed the form on your website or send it as a secured link through email to capture information from people you might not know such as attendees for an open event registration, standard NDAs and more.
Examples:
- Event registrations
- Release forms
Agreement Actions
Eliminate the need to manually kick-off downstream agreement processes, such as downloading individually signed agreements into a system of record. This could be time-consuming, error-prone and even require the need for technical resources. With Agreement Actions, Admins can now automate these actions and save valuable time and resources.
Examples:
- Employment contracts
- Sales contracts
Signing Order
Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.
Examples:
- Legal approvals
- Statement of Work
Conditional Routing
Route an envelope to different people, based on relevant information in an envelope that applies to the individuals signing a document. By routing the document to the right individuals, it shortens the time it takes to sign an agreement.
Examples:
- Purchase order
- Sales discount
Carbon Copy
Easily send a copy of an agreement to someone who doesn’t need to sign. You can add other information the signer needs, by using one of the CC recipient types. CC recipients can view, download, and print your documents but take no other actions. This allows visibility and minimum effort to communicate with individuals within an organisation.
Examples:
- Employee agreements
- Vendor contracts
Templates
Templates are ideal for your most used documents. It’s a streamlined, repeatable, and shareable process by creating a standardised document to send out all of your agreements. You no longer need to recreate the document every time you need to prepare and send it to different people. By enabling automation of this task, you can save time and unnecessary effort in creating a new agreement envelope every time you need to send out an agreement.
Examples:
- Sales contracts
- NDAs
- Lease agreements
Bulk Send
DocuSign’s Bulk Send feature is the ideal way to send a document to multiple people at once, quickly and easily. Use Bulk Send for employee policy and other HR updates, payment verification forms, and more. With increased efficiency, sending quicker enables your recipients to sign quicker.
Examples:
- Onboarding documentation
- Lending forms
PowerForms
PowerForms provide a simple way to create secure, user-friendly forms for your customers to fill out and sign, on a self-service basis. Simply embed the form on your website or send it as a secured link through email to capture information from people you might not know such as attendees for an open event registration, standard NDAs and more.
Examples:
- Event registrations
- Release forms
Agreement Actions
Eliminate the need to manually kick-off downstream agreement processes, such as downloading individually signed agreements into a system of record. This could be time-consuming, error-prone and even require the need for technical resources. With Agreement Actions, Admins can now automate these actions and save valuable time and resources.
Examples:
- Employment contracts
- Sales contracts
Signing Order
Automatically set a signing order to multiple recipients you need to complete an agreement. Automating the signing order lets you control when your recipients receive and sign your documents. By routing signers in a specific order, you don’t need to manually set up a way to get one signature before another.
Examples:
- Legal approvals
- Statement of Work
Conditional Routing
Route an envelope to different people, based on relevant information in an envelope that applies to the individuals signing a document. By routing the document to the right individuals, it shortens the time it takes to sign an agreement.
Examples:
- Purchase order
- Sales discount
Carbon Copy
Easily send a copy of an agreement to someone who doesn’t need to sign. You can add other information the signer needs, by using one of the CC recipient types. CC recipients can view, download, and print your documents but take no other actions. This allows visibility and minimum effort to communicate with individuals within an organisation.
Examples:
- Employee agreements
- Vendor contracts