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 at service@docusign.com or call (866) 219-4318 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:

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

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

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

BUSINESS PREMIUM – On-demand webforms and bulk sending capabilities to help you grow your business and reach your clients at scale

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 individual plan? What happens if I need more than that one month?

On the individual 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 unlimited 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 Professional or Business 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.

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

Absolutely. We offer DocuSign for REALTORS® PLUS 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 at service@docusign.com or call (866) 219-4318 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 Professional and Business?

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

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. Learn more

Recipient Permissions: Define the actions of each recipient in your workflow, like signing, editing, requesting signer attachments, or simply approving a document. DocuSign has multiple roles to help you streamline your workflow to your specific needs. You can also allow recipients to attach important documents to send back to you. Learn more

What are the differences between the DocuSign for REALTORS® PLUS and DocuSign for REAL ESTATE PLUS 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® PLUS plan. This plan includes custom REALTORS® branding, an unlimited number of signature requests per month, collaborative fields, which allow you and your signers to edit or negotiate on certain fields, and a discounted price. Have your NRDS ID # handy to sign up for DocuSign for REALTORS® PLUS. You can view a more complete comparison of the plans pricing and features here.

What are the differences between DocuSign for Professionals and DocuSign for REALTORS® PLUS?

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

DocuSign for REALTORS® PLUS is designed for real estate professionals that belong to the National Association of REALTORS®. The plan includes a watermark feature and allows users to assign agent roles, customize emails and documents with the REALTORS® brand, and send an unlimited number of documents each month. 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 or 1.866.219.4318.

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.

Company branding

Reflect your brand on the emails and web pages your recipients see when completing documents. Add your logo, change colors and customize email copy and links.
Learn more

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

Recipient permissions

Define the actions of each recipient in your workflow, like signing, editing, requesting signer attachments, or simply approving a document. DocuSign has multiple roles to help you streamline your workflow to your specific needs. You can also allow recipients to attach important documents to send back to you.
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?

If you signed up for a DocuSign plan after November 4, 2013, you can access your invoices directly in your account.

Note: You must be the account administrator to access invoices.

 

To get a copy of your invoice

If you are on the individual plan:

  • In the upper right hand corner you will see a dropdown menu next to your profile picture
  • Go to Preferences > Account > Billing and Usage
  • Billing History
  • Click on the Transaction number and you will be able to download, save, and print a pdf copy of your invoice

All other plans:

  • Select Go to Admin link in the account settings drop-down menu next to your profile picture
  • Go to Preferences > Account > Billing and Usage
  • Billing History
  • Click on the Transaction number and you will be able to download, save, and print a pdf copy of your invoice

If you signed up for your plan before November 4, 2013, call DocuSign Support at 1.866.219.4318 for assistance and we will help you get a copy. You must be the account administrator on the account. Please have the following account information handy: account name, account number, and account email address.