Get Agreements Signed Faster

Set automatic reminders to notify your signers that the envelope is ready for them to complete. Reduce unnecessary effort spent on extensive communications between senders and signers, and speed up the entire process.

Examples:

• New company policies
• Invoices

Increase visibility, awareness and customer trust with branded agreements. Agreements are more recognizable and gives them the confidence they are signing the right documents, encouraging quicker turnaround. It’s as simple as adding your company logo and custom colors to your envelope.

Examples:

• Patient consent forms
• Employee contracts

Comments help with both signing and sending documents by providing the opportunity to communicate within a document. If there are questions, disagreements or requests for additional information, they can post a comment in the document. This streamlines the process of getting agreements signed more quickly.

Examples:

• Sales order transactions
• Subcontractor agreements
• Legal agreements

The DocuSign electronic signature mobile app provides consumers and professionals with a simple way to electronically sign and return documents using virtually any device. Empower professionals to get work done faster, without being tied to the office. Receive real-time push notifications when a document has been completed or when a document is waiting for signature so you can ensure documents are being signed on time.

Examples:

• Rental applications
• Sales agreements

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

Send an envelope to a predetermined group of recipients and have any member of the group sign the agreement. Anyone in the group can open and sign with their own signature, minimizing bottlenecks and accelerating the process toward completion.

Examples:

• Legal approvals
• Statement of Work

Collaborative fields are for situations when signers might need to address changes to your document. This enables signers to use fields that are more flexible and can be changed easily, to facilitate an even smoother signing process. Whether via text, drop downs, and check box fields, it is quicker and more efficient to sign.

Examples:

• Closing dates
• Legal approvals
• NDAs

With Payments, get paid instantly and avoid delays receiving payments and signatures. Payments is also PCI-compliant so customers can rest assured that it’s safe and secure. With added security, Customers also have the ability to get paid quicker and more conveniently, with any major credit card, debit card, Apple Pay, Google Pay, and ACH payments.

Examples:

• Membership fees
• Deposits
• Invoices

Verifying an individual’s identity is often a manual, in-person task. With Docusign, customers can use the Identity Verification feature to validate the collection of necessary information quicker, across a variety of industries. Identity Verification is easy to use, speeding up the verification process. All DocuSign users can verify identities through an access code, while video and digital identity verification is an additional cost.

Examples:

• Patient consent forms
• Recruiting
• Rental applications

DocuSign Click is an easy-to-use, simple-to-deploy clickwrap solution that lets you capture customer consent to standard terms with a single click, lowering costs and risk, while improving the customer experience. A clickwrap agreement is as legally binding as a signature to mitigate risk and put your signers at ease, helping them sign with confidence and quicker. Click will securely store, search, and manage clickwrap agreements in one central location enabling you to have an audit trail.*

Examples:

• Terms of Service
• Policy updates
• Disclosures
• License agreements

*eSignature customers can try 250 clickwraps, already included in their plans. If you would like to send more, contact your sales representative.

There are not just text based agreements, but visual as well. Drawing is an important feature because it gives signers a quick and easy way to communicate beyond just a signature. Upload photos, then mark up documents in just a few clicks.

Examples:

• Medical diagrams
• Insurance claims
• Construction

Now that you've learned about each feature, join one of our complimentary instructor-led webinars to understand how they can work together.

In this webinar, you will learn about how these advanced DocuSign eSignature features help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.