DocSales vs. Docusign Comparison


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About DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.	About Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot	Audience Docusign supports individuals and organizations of all sizes, geographies, and industries by making every agreement 100% digital to help lessen costs and improve customer satisfaction.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 / month Price per user and plan. Free Version Not Supported Free Trial Supported	Pricing $10.00/month/user Offers 30-day free trial. Pricing starts at $10 per user per month (Personal plan), $25 per user per month (Standard plan), and $40 per user per month (Business Pro plan). For advanced solutions, call 1-877-720-2040. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 4.7 / 5 ease 4.8 / 5 features 4.6 / 5 design 4.8 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 4.3 / 5 ease 4.7 / 5 features 4.2 / 5 design 4.6 / 5 support 4.5 / 5 Read all reviews
Pros & Cons from Real Users Pros The integration with the CRM Rd Station. We are using to develop quotation to customer and It is very easy to send this quotes. The integration with Salesforce, Pipedrive and HubSpot CRM makes this platform more powerful for generating sales proposals for customers. Drag and drop customization is available. Document manager to access and visualize generated proposals. Helps in saving time by cutting sales processes. What I like best in DocSales is the integration with HUBSPOT, it helps us to optimize the flow since it brings the data automatically. I like best in DocSales the support, they return really fast. The platform is agile and easy to use, what helps a lot the clients. The possibility for a lot of people to follow up the process of the signing process and the ease to our clients. Cons The text editor could be user-friendlier. It is necessary a skills about html language. Never faced any major issues on DocSales. No cons. What I don't like about the variables and additional fields, I think the fields could be better placed so the person utilizing it doesn't get confused. I don't have any con, nothing. At the moment, no improvements, the platform attends us really well and in a positive way. The platform could save the names and emails sent with more ease and frequency or even create models where you leave as default the workflow.	Pros & Cons from Real Users Pros I was a Docusign customer since 2019. 1- It has connectivity and integration with any type of document management platform, this helps a lot, since it is not necessary to import the document into this platform to be able to use the digital signature, just by making the corresponding integration, you will be able to use your digital signature in any document almost instantly. 2- The platform stores any number of digital signatures you want, there are no limits on the digital signatures you can store within it, which allows both you and your employees to store their digital signatures without any limit. 3- It has international regulations, which helps ensure that all the digital signatures you use in your documents are valid in any country in the world. 4- Impossible to tamper with, each of the digital signatures is impossible to tamper with by any user, which guarantees that your digital signature is totally secure in any document you sign. One pro that I found in this platform and that made me stay is the ease of use, both for me and for my clients when signing, since the last thing I wanted was to confuse my clients when using these electronic signature tools, especially when it comes to business. So, from my point of view, I have opted for the best platform to make my business processes as transparent and simple as possible, so its intuitive interface design helps a lot in this process, which requires great accessibility for any type of client. Another feature that I find useful in DocuSign is the ease and convenience of being able to send documents to be signed by email and request the corresponding signatures and filling in of client data. In addition, the client can access the documents sent by both mobile phones and desktop computers, making document approval even easier. I also want to highlight the way DocuSign indicates where the user must sign and where they must fill in their data, so clients will not feel lost when making approvals or business transactions. As an employee who frequently uses DocuSign for work, I can confidently say that this platform has revolutionized the way I handle document management and signatures. With its user-friendly interface and mobile app, DocuSign has made it incredibly easy for me to create, send, and track documents for signature, even while on the go. One of the things I love most about DocuSign is its versatility and range of features. With its robust set of tools, I can customize and automate my document workflows to fit my business needs perfectly. The platform offers a range of options, from templates and conditional logic to reminders and bulk sending, which make my job easier and more efficient. Additionally, with its integration capabilities, DocuSign seamlessly integrates with the other popular business apps I use, such as Salesforce, Google Workspace, Dropbox, Smartsheet, and Procore. When it comes to the security and compliance of the documents I'm handling, I have complete peace of mind with DocuSign. The platform employs a variety of measures to protect the data and identity of the signers, including encryption, authentication, audit trails, and digital certificates. Moreover, DocuSign adheres to a variety of industry standards and regulations, including GDPR, HIPAA, eIDAS, UETA, and ESIGN, which assures me that my documents are always legally valid and safe. Using DocuSign has positively impacted the efficiency and productivity of my business processes. By eliminating the need for paper, printing, scanning, mailing, and storing documents, DocuSign saves me time and money. Furthermore, the platform's automated and streamlined workflow reduces errors and delays, allowing me to close deals faster and improve customer satisfaction. The superior signing experience provided by DocuSign adds to my customers' positive experience, which is key to my business's success. DocuSign is a platform that has proven to be reliable, user-friendly, versatile, and secure. With its robust set of features and integrations, it has become an essential tool in my daily work routine. It has helped me save time and money while improving my business processes' efficiency and customer satisfaction. I would highly recommend DocuSign to anyone looking for a digital document management and signature solution. The integrations that are presented with DocuSign are very solid since they can be carried out more easily since it allows integrating electronic signatures with many platforms without having to use DocuSign separately, but simply in any contract it is already included in any platform connected with DocuSign. For example, with Microsoft integration, you can add the sections where customers are going to sign directly to the documents without having to go through the whole process of uploading the document to DocuSign and then adding the fields where people are going to add their signatures or add some required information. The integration of DocuSign with Stripe has also helped me since it makes it easier for me to make sales by linking the signatures and documents with the payments made, it has also helped me to synchronize the customer data of the payments that are automatically generated in the documents to be signed or authorized to make payments through Stripe. The mobile application has been considerably improved, it is much more fluid and more so when the fields where users have to fill in the documents are added. I can also easily place myself by the signatory and I have several options to be able to fill in the fields very easily without having to add them again in each signature that I have to perform, so it seems intuitive to me that everything is done by drag and drop. Another functionality that I loved about the mobile application is the ability to scan printed documents which is practical for me because I can send documentation to sign a photograph with my smartphone and add the fields on the image where the data has to be placed. In addition, I have the possibility to send by mail or the same DocuSign application will inform clients when a document has to be reviewed and signed, similar to this I always receive the status of various documents that I have waiting for signature by a client or some document that I have to sign. Cons They cheated me out of $300. The platform in general behaves excellently, it has no type of failure in its operation and the digital signature that can be implemented and inserted in any document, does not contain any type of error, I must admit that the general operation of this platform is perfect and does not have any type of failure, or at least it has not had any type of failure during use. Within my company, it has been fantastic. Although I don't find many flaws in this platform, as its functions and tools have improved over time, I still can't understand why it doesn't have an automatic save when exiting a draft. It's annoying to have to go back and do what I've already done, especially when I haven't saved manually. So I would be grateful if you add that feature so I can exit a document more quickly and not have to manually save changes every time I exit. Another feature I would like to see included is the history of changes made within a document when it is prepared for the assignment of places where digital signatures will be placed. This would be beneficial since there are times when changes need to be reversed and it's easier with a history than having to do everything again. The documentation for this platform is a bit outdated. I have to wait a long time to find out how to use certain new features, since it seems that the team in charge of the documentation is a bit behind in that aspect. This is a big disadvantage, even if it's about using the API of this platform to automate processes. While DocuSign is a powerful and versatile digital document management and signature platform, there are some disadvantages that must be taken into account. One of the most significant drawbacks is its pricing structure, which can be expensive for small businesses or individuals who do not need all the features or integrations that DocuSign offers. With different pricing plans based on the number of users, envelopes, and features, it can be challenging to find the right plan for your needs. The cheapest plan, which includes one user and five envelopes, costs $10 per month, while the most expensive plan, which includes unlimited envelopes and advanced features, costs $40 per month per user. Additionally, there are extra fees for enhanced plans or API access, which can further add to the overall cost. Another disadvantage of DocuSign is that it can be tricky or confusing to set up or use in some cases. For example, creating complex rules or routing for multiple signers or recipients can be challenging, and changing or correcting envelopes once they are sent or signed can be a cumbersome process. Moreover, some signers may not be familiar with DocuSign or may encounter technical issues when signing documents online, which can slow down the process and cause delays. This platform can be affected by external factors that are beyond its control or responsibility. For example, if there is a network outage or a browser compatibility issue, the platform may not work properly, which can lead to missed deadlines or lost opportunities. Moreover, it may face legal disputes or challenges from other parties who do not accept or recognize electronic signatures, which can be a significant barrier to its adoption in certain industries or countries. while DocuSign is a powerful and useful platform for digital document management and signatures, it has some drawbacks that must be taken into account. Its pricing structure can be expensive, and it can be tricky to set up or use in some cases. Additionally, external factors beyond its control or responsibility can affect its reliability and legality. Despite these limitations, DocuSign remains a top choice for many businesses and individuals looking for a secure and efficient way to handle their documents and signatures. It seems that there is an internal problem with the technical support of this company because whenever I present a problem, I have to do it several times before being attended to, in addition to the fact that they do not keep track of the problems, as if it were an internal disorder where No customer information is shared about their joint tickets to submitted issues. I found it unprofessional on the part of the DocuSign team since I don't feel there is a responsibility to offer correct help and have better technical assistance. Sometimes I feel lost in certain functions and need help, but it is more than what I have found on the internet than what I have received from the technical service of this company. So, I'm not happy with the customer service I've received since I started using this platform to make contracts. It can take time to fill in fields when the document is very long, so there is no possibility of them being filled automatically with previous answers or some configuration where you have the personal data stored so that they are filled automatically. Unless I have the customer, data and link them from other platforms with that data and send the agreements with filled in fields, I will be able to make the process of filling out the forms easier. However, there are many times that this does not happen like that and even I have had to do the whole process manually, the good thing is that from the mobile application I can do it by dragging and dropping. So having a centralized database for customer management would not be bad, it also helps to link Salesforce with DocuSign which would allow the synchronization of customer information in the agreements when a document is sent for signature.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information DocSales Founded: 2019 United States www.docsales.com	Company Information Docusign Founded: 2004 United States www.docusign.com
Alternatives PandaDoc	Alternatives Adobe Acrobat Adobe
ClientPoint	LinkSquares LinkSquares Inc.
Sign.Plus Alohi	FormAssembly
Revv	DocVerify
Doc2 View All	OneNotary View All
Categories Digital Signature Supported Document Generation Supported Proposal Management Supported Quoting Supported Sales Acceleration Supported Sales Enablement Supported	Categories AI Contract Generators Supported Contract Management Supported Digital Signature Supported E-Notary Supported eSignature APIs Supported Remote Work Supported
Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Not Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Show More Features Document Generation Features Batch Processing Supported Collaboration Not Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Not Supported Templates Supported Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Not Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Not Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Sales Acceleration Features Campaign Management Not Supported CPQ Supported Dialer Not Supported Email Sequencing Not Supported Email Templates Not Supported Email Tracking Not Supported List Building Not Supported Meeting Scheduler Not Supported Predictive Analytics Not Supported Reporting Not Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported	Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Show More Features Remote Work Features Collaboration Not Supported Credential Management Not Supported Electronic Signature Supported Employee Monitoring Not Supported Live Chat Not Supported Meeting Management Not Supported Project Management Not Supported Remote Access Not Supported Remote Support Not Supported Screen Sharing Not Supported Softphone Not Supported Task Management Not Supported Time Zone Tracking Not Supported Video Chat Not Supported Web Conferencing Not Supported
Integrations Stripe Supported Asset Class Not Supported Boost.space Not Supported Clockwork Not Supported Cloudoffis Not Supported Cloudsquare Broker Not Supported Datto Workplace Not Supported Floify Not Supported InvestorPortaLPro Not Supported Jestor Not Supported Jira Service Management Not Supported LawTrac Not Supported Momentus Technologies Not Supported RazorSign Not Supported Resco Field Service+ Not Supported SAP Store Not Supported SmartDocuments Not Supported SugarCRM Not Supported Witco Not Supported Show More Integrations View All 8 Integrations	Integrations Stripe Supported Asset Class Supported Boost.space Supported Clockwork Supported Cloudoffis Supported Cloudsquare Broker Supported Datto Workplace Supported Floify Supported InvestorPortaLPro Supported Jestor Supported Jira Service Management Supported LawTrac Supported Momentus Technologies Supported RazorSign Supported Resco Field Service+ Supported SAP Store Supported SmartDocuments Supported SugarCRM Supported Witco Supported Show More Integrations View All 655 Integrations
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