Getting Started with DocuSign

 

First Steps

Can I try DocuSign before I purchase a plan?

Yes. We offer free 30-day trials to help you learn the ropes before you decide if you want to purchase a plan. You can sign up for a free 30-day trial here.

My trial just ended, what now?

It's time to upgrade. You can log back into your trial account and look for the upgrade button in the upper-right corner of the screen—from there, you'll be able to complete your purchase.

Where can I find information on getting started?

Get to know DocuSign with our informational guide. You can also get started with a video tour here.

What if I never received an activation email?

If you did not receive an activation email, there's a chance that your activation email is getting caught in your email's filter. Try adjusting your email preferences and adding DocuSign as a trusted sender. Please contact our service team here if you still do not see the email.

Also, remember, if you're upgrading from a trial or free account that you've already been using, there is no need to activate again.

 

Selecting Your Plan

What pricing plans are available?

There are plans available for different cases:

PERSONAL  – Simple sign & send for individuals and professionals with limited usage

STANDARD  – Signing and sending for professionals and businesses with up to 10 users

BUSINESS PRO  – Designed to empower teams and businesses with collaborative features and workflow capability

ENTERPRISE – Meeting the unique needs of global enterprises

REAL ESTATE EDITIONS – Designed to meet the specialized needs of real estate professionals For more information, visit our Products and Pricing page

What does ”send documents for signature: 5/month” mean on the personal plan? What happens if I need more than that one month?

On the personal plan, a user is allowed to send documents out up to 5 times per month. Put otherwise, a user can initiate a transaction up to 5 times in any given month. Each transaction can include one or multiple documents, or one or many signers. If a user reaches the limit on the individual plan, they can choose to upgrade to one of our higher tiered plans or wait until their new month starts. We do not have a pay per envelope plan if you reach 5 documents.

What is the best plan for Small Businesses?

It depends on your business needs. Almost all of our small business customers start with either Standard or Business Pro and upgrade if they need added features.

Does my company get a discount?

Possibly, but it’s best to contact your company directly to inquire about discounts. If your company does have a promotional discount with DocuSign, they should be distributing that code through their communication system.

Can I purchase monthly instead of an annual payment?

Yes – if you click buy now on the plan you are interested in you will find the option to pay monthly.

I am a NAR member, do I get a discount?

Absolutely. We offer DocuSign for REALTORS® at a 20% discount from our standard real estate plan. Have your NRDS ID # handy and sign up here.

What plans do you have for CREA (Canadian real estate agents)?

We have a plan specifically for CREA realtors. You can access the special deal here.

What if I never received an activation email?

If you did not receive an activation email, there's a chance that your activation email is getting caught in your email's filter. Try adjusting your email preferences and adding DocuSign as a trusted sender. Please contact our service team here if you still do not see the email.

Also, remember, if you're upgrading from a trial or free account that you've already been using, there is no need to activate again.

What are the differences between Standard and Business Pro?

Our Standard plan and Business plan are ideal for all types of professionals: architects, attorneys, and freelancers, to name a few. They both allows users to sign and send documents, place tags for signers and set signer sequence. Our Business Pro plan has some advanced features that our Standard plan does not include:

Advanced fields: Streamline your signing process with automated fields, such as conditional fields with customized logic (i.e. show x field, if y is selected) or create your own formulas (i.e., n quantity x $ price = $ total cost). Reduce data entry errors by defining characters that are allowed, conditional logic, calculations, and more.

In person signing: Let your signers complete documents in-person, on your device, instantly!

Signer attachments: Ask your signers to upload and attach documents as part of the signing process. For example, supporting documentation like driver’s license or professional licenses.

Custom Branding: Reflect your brand on emails requesting recipient’s signature and web pages your recipients see when they complete documents. Add your logo, change colors, and customize email text.

Powerforms: PowerForms let you create signable documents that can be posted on your website or secure portals. Each signed document will be specific to that signer. Data entered into the signed form can be automatically transferred into your other systems through our API integration.

Bulk send: Bulk Send lets you easily send the same document to a large number of recipients and track who responds. Each recipient will sign their own, unique copy of the document. Simply import a list of signers and each will receive a unique email and copy of the document.

Embedding signing and sending: Embed DocuSign's signing and sending functionality directly into your website or app so your users can sign instantly from your within your user interface.

What are the differences between the DocuSign for REALTORS® and DocuSign for REAL ESTATE plans?

Both plans are tailored specifically to real estate professionals, with industry-specific features such as DocuSign Transaction Rooms, watermark and agent roles.

If you’re a member of the National Association of REALTORS® then you’re eligible for the DocuSign for REALTORS® plan. This plan includes custom REALTORS® branding, the ability to send and sign documents, zipForm® Plus Integration, and shareable templates. NAR members get an automatic 20% discount (already included) from our Real Estate plan. Have your NRDS ID # handy to sign up for DocuSign for REALTORS®. You can view a more complete comparison of the plans pricing and features here.

If you are not a NAR member, you can purchase DocuSign for Real Estate, which includes the same features but does not include the NAR member discount.

What are the differences between DocuSign Standard and DocuSign for REALTORS®?

DocuSign for Professionals is ideal for all types of professionals: insurance agents, attorneys, and tech startups, to name a few. DocuSign Standard allows users to sign and send documents, place tags for signers and set signer sequence.

DocuSign for REALTORS® is designed for real estate professionals that belong to the National Association of REALTORS®. The plan allows users to assign agent roles, customize emails and documents with the REALTORS® brand, and send documents each month for signature. It also includes access to DocuSign Transaction Rooms and ZipForm integration. You can view a more complete comparison of the plans pricing and features here.

How do I know DocuSign's electronic signatures are trustworthy?

DocuSign's electronic signatures are:

Legal. DocuSign is the only eSignature company that is ISO 27001 certified as an information security management system (ISMS). This is the highest level of global information security assurance available today, and provides customers with the assurance that DocuSign meets stringent international standards on security. Learn about our world-class legal protection

Secure. Each Electronic Signature is unique, documentable, encrypted, and tamper-evident. DocuSign guarantees confidentiality of all transactions and furthermore provides multi-faceted verification of signing events. Learn about our Bank-Grade Security

Auditable. DocuSign provides a complete and extensive audit trail that serves as third-party validation of transaction completion, including information such as the signer's email address, name, authentication method, IP address with time stamp, and more.

 

Billing and Cancellation

What are my payment options?

We accept Visa, MasterCard and in most countries American Express. We do not accept Discover, Diners Club or JCB cards. You can opt to pay annually or on a month-to-month basis. To learn about our plan details and pricing options, visit our sign up page. If you are having trouble with your payment, please contact our service team at support@docusign.com.

How do I update my credit card information?

If you are on the individual plan: To update your credit card information, first log in to your account. Click on the arrow in the upper right corner of your screen and select Preferences from the dropdown menu. From the left-hand menu, select Billing. Enter the new credit card information and select Save.

All other plans:

  1. Select the Go to Admin link in the account settings drop-down menu
  2. Go to Preferences > Account > Billing and Usage
  3. For Payment Method, click Edit Billing to update your credit card information
  4. On the Payment Methods page, enter your updated credit card information
  5. Click Update

Your payment information is update and will be used for future invoices. You can find more information here.

Can I cancel my account at any time?

With a monthly plan, you can cancel your account at any time and you will not be charged for the next month. If you pay for an annual plan, you have 30 days to request a full refund, after which we are not able to pro rate unused portions of annual fees.

 

Plan Features

We have a full list of product features here.

 
Templates

Prepare documents for rapid sending with reusable templates that save tags and field placement, workflow routing, and other settings. Templates standardize processes, reduce preparation time and enable end-to-end automation of your business.
Learn more

Signer authentication

Make sure your signers are who they say they are. Multiple levels of authentication increase the thresholds required of signers to prove their identity before given access to documents. There are several authentication options that can be used by the sender: Access Code, SMS Authentication, Phone Authentication, ID Check, and Social ID login.
Learn more

Data validation

By default, the Text field type accepts any characters. If you need a specific type of information from your signer, data validation allows you to enforce a validation standard on the field, helping to ensure you get the right data from your signer. Restrict the type of data entered into any chosen field to reduce transactions that are “not good order” – eliminating data entry errors and document resending. Validation values include text, email, phone number, date, 5-digit ZIP code, 9-digit ZIP code, social security number and regular expression masking.
Learn more

Custom branding

Reflect your brand on emails requesting recipient’s signature and web pages your recipients see when they complete documents. Add your logo, change colors, and customize email text. Learn more

In-person signing

Let your signers complete documents in-person, on your device, instantly! Learn more

Bulk Send

Easily send the same document to a large number of recipients. Simply import a list of signers and each will receive a unique copy to sign.
Learn more

PowerForms

PowerForms let you generate on demand, self-service documents for signature. This helps eliminate document preparation time and easily pulls the data you collect into existing applications.
Learn more

 

Managing My DocuSign Account

When I buy a plan with two users, can they see the documents I send or sign?

When you choose to add a user to an account, you are creating a separate log in and account for them. The account administrator can enable template sharing on Business and Business Premium plans, but not incoming or outgoing documents. You can always edit user settings within your account.

How do I manage users?

You can manage users from within your account. Instructions to add, manage, and edit users can be found here.

How do I connect DocuSign and Zipforms?

To use zipForm Plus with DocuSign, you must first register your DocuSign account credentials in zipForm Plus. You only need to do this once, but if you ever change your DocuSign credentials, such as changing the email address or password on the account, you will need to update your credentials in your zipForm Plus account.

  • In your zipForm Plus account, click the drop-down arrow by your name and select Profile.
  • In the left pane, select Settings.
  • Under E-Signature Options, select DocuSign and enter your DocuSign email address and password.
  • Click Save.

Step by step instructions can be found here.

How do I get a copy of an invoice?

You can find an invoice from within your account. Follow the instructions in our Billing and Usage info guide.