Category: eSignature Consulting

What Does DocuSign Integrate With?

We’re all aware that digital signature is becoming a standard solution across numerous industries. As with any other tool, you have to check how well it’ll work with your other tools. That’s what we’re going to address in this article. If you’re planning to make a move to digital signature, you’re in the right place. Let’s explore the importance of integrations. Then we’ll move onto what does DocuSign integrates with across several industries.


Why is Integration Important?

No matter what software tool we’re talking about, it must be compatible with a broad range of other software solutions. It ensures that your productivity flow remains smooth. Implementing a software tool with excellent integration support brings some of the following benefits.

  • No need to copy/paste. Copy-pasting your documents become history. With that, you’ll no longer face any errors that occur in the process.
  • Automated workflows. Tool integration enables you to automate various workflows. For example, signing a document can trigger an automatic invoice generation and service provision.
  • Automatic data propagation. Your documents are automatically synchronized across all your databases.
  • One source of truth. Complete document history is easily accessible.
  • Efficiency. As you and your team no longer have to print, sign and then send back or scan the documents, the efficiency becomes much higher. You get to do much more with less time and fewer materials.
  • Lowering costs. You can say goodbye to spending all the papers and printers. All the signing will now take place digitally. Take a look at how you can easily calculate your savings.

Luckily, people at DocuSign are well aware of the importance of integration. That’s why the software tool easily integrates with numerous other systems. Let’s explore the most popular ones.

docusign integrate


Which Popular Platforms are Supported

One of the primary reasons why DocuSign is the right choice is the range of various integrations. We’ll first go over the most popular integrations. Then, we’ll mention all the specific tools that companies in various industries use.


1. Salesforce

Is your company using Salesforce? DocuSign quickly integrates with the software suite. Together, they pack an extensive set of features that makes working with company partners much more effortless. By implementing DocuSign, you can:

  • Request signatures.
  • Allow customers to sign documents electronically.
  • Deploy on Service Cloud and Salesforce CPQ.

Other features compatible with Salesforce include:

  • DocuSign CLM
  • DocuSign Negotiate
  • DocuSign Gen

Support for in-depth integration with Salesforce makes DocuSign a great tool that keeps processes quick and simple.


2. Google

Can you integrate Google Forms with DocuSign? You’ll be happy to know that the answer is yes. Besides Google Forms, DocuSign seamlessly integrates with other popular Google Workspace products. Whether you’re on mobile or desktop, you can integrate DocuSign in your workflow on:

  • Google Drive
  • Gmail
  • Google Docs
  • Google Chrome

Therefore, if you rely on Google in your workflow, you can easily integrate DocuSign.


3. Microsoft

Microsoft is another giant that companies often use. If you belong to this group, you can rest assured that DocuSign integration with Microsoft suite will be smooth. The tool will work with tools including:

  • Microsoft Word
  • Microsoft Outlook
  • Microsoft SharePoint Online
  • Microsoft Dynamics 365
  • Microsoft Flow
  • And Microsoft Windows

As you can tell, DocuSign works with all the crucial Microsoft products. If you’re curious about how to integrate DocuSign with SharePoint, we’re happy to report it’s a simple procedure.


4. Oracle

Oracle NetSuite is another system that is used in thousands of organizations globally. Its unique set of features makes it a handy tool in many industries. That’s why DocuSign developers provide integration with numerous Oracle tools. Some of them are:

  • Oracle CPQ Cloud
  • Oracle Enterprise Contracts
  • Oracle People Soft
  • Oracle Integration Cloud Service
  • Oracle Content and Experience Cloud
  • Oracle HCM
  • Oracle Procurement Cloud
  • Oracle DocuMaker
  • Oracle Identity Cloud Service
  • Oracle Construction and Engineering Products

The long list of supported tools shows that you can enjoy all the integration benefits no matter which Oracle product you’re using.


5. Workday

Workday is a popular solution that many companies deploy for numerous business processes. As the tool heavily works with a broad range of documents, integration with DocuSign makes it an impeccable solution for:

  • Agreement process management
  • Smooth hiring process
  • Easy onboarding
  • Smooth internal operations

All that comes with a platform that’s easy to use and packs outstanding security features.


6. SAP Solution Extension

If you’re an SAP user, the platform integrates with DocuSign perfectly. You can enjoy all the DocuSign features across their range of products. That goes for:

  • SAP Fieldglass
  • SAP Customer Experience
  • SAP SuccessFactors
  • SAP Ariba Contract Management and CLM
  • SAP ERP Central Component

Much like with the above-mentioned systems, you get a complete set of DocuSign features with all the SAP software products.


Wide Range of Support Across Industries

Besides the most popular solutions, there are many others available on the market from the section above. They often come with specific designs for a particular industry. DocuSign comes with support for various tools in the following sectors.

  • Construction and Energy. Constellation Homebuilder Systems, AutoCAD for DocuSign Signature Appliance, RedTeam, Procore, and more.
  • Education and Government. StarRez, Astral, SchoolDocs, and more.
  • Finance. MeridianLink LoansPQ and Xpress Accounts, Applied Systems, Teslar Software, Docupace, nCino, SimpleNexus, and more.
  • Healthcare. Engaged MD, IQVIA, ShareVault, Xactly, and more.
  • HR. Freshteam, aconso nubea, JobScore, Sympa HR, the Topia Product Suite, and more.
  • Legal and Compliance. Counself, Close Matrix, Evergreen, Litify, Clio, pdfDocs, Duck Creek, and more.
  • Real Estate. Snapdocs, Roostify, Floify, Boston Logic, BoomTown, Amitree, AutoPal, zipLogix, ShortTrack, ResMan, Updater, and more.
  • Retail and Manufacturing. Motorlot, P2 Portal 2, FieldStorm, and AutoBidMaster.
  • Technology. Campus Management, FIS, Almond Logic, Anaplan, Bluetent, NDA Corp, Quick Base, SmartRoom, Zefort, Lexion, and more.
  • Non-Profit. Fluxx

All of the listed software tools and systems are not all DocuSign-compatible tools, there’s more. Altogether, DocuSign comes with support for over 350 different software systems. Therefore, whichever system you’re using, it’s likely that DocuSign will work without any hiccups.


Get in Touch with Solusign

If you’re looking to learn more about DocuSign and how to set it up, please contact us. Solusign can swiftly integrate DocuSign with any existing software. Therefore, no matter which tools you are using, we’ll integrate DocuSign into your workflow. We’re looking forward to hearing from you. We’ll help you get started with DocuSign in no time.

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Why DocuSign is Good for Your Business?

If you’ve been in the world of entrepreneurship for the last two decades, you’ve undoubtedly heard of DocuSign. It has been around since the early 2000s, and for years, it has made the agreement and approval process simpler for millions of businesspeople around the globe.

Why do more than 500,000 people pay to use DocuSign every year? Is DocuSign that helpful? Is it better than all of the other electronic signature solutions out there? All of these questions, and many more, will be answered in this post.

Let’s find out how DocuSign can help say goodbye to all of your administrative hassles forever and improve your business operation in the process.


Who is DocuSign Designed For?

DocuSign is an electronic signature solution for businesses of all sizes. Micro, one-person operations will get professional-looking documents and contracts, while multinational corporations can streamline entire processes.

The platform is secure and complies with both the US and international regulations. That makes it perfect to meet a company’s needs for legally binding online documents. There are contract-signing features designed for specific industries.

Now, signing documents online may seem risky for many people. Unless signed by an authorized individual, the document itself may not be legally binding. To compensate for the lack of eyewitnesses, DocuSign engages all parties involved through a series of protocols:

  • Validation through email
  • Access code authentication
  • Verification via SMS
  • Federated authentication of identity
  • Conventional validation via phone
  • 3rd-party corroboration
  • Social identity authentication
  • Geolocation capture

These verifications are often embedded into the electronic document itself. The verifications create an authorization trial, which can be denied.

docusign electronic signature


How Does DocuSign Work?

A digital signature solution’s primary feature is to allow businesses to use signatures on digital documents and send and receive these documents. However, DocuSign provides you much more than that.

It allows users the perfect mix of efficiency and convenience.

For instance, you can use DocuSign to build your digital documents with several templates. Don’t have much technical knowledge? No problem. DocuSign’s drag-and-drop feature allows users to build on their templates, no matter the experience they have.

Beyond the basics, there are other features DocuSign offers. These features include:

  • Payments: The app is all about making business processes more convenient. By using the payments feature, users can send payment requests to their clients. Your clients can sign their documents and pay you for your services in one easy step, using a credit or a debit card or even online payment services like Android and Apple pay.
  • Mobile App: Even though many DocuSign users prefer desktop computers, the mobile version allows you to conduct work on the go. Even if you’re outside of your office, you can send documents to clients or sign contracts. The feature is handy for real estate agents.
  • 3rd-Party Integrations: DocuSign integrates with over 300 3rd-party apps. These include expected apps like Salesforce and Google. However, there are some exciting integrations such as SAP and Oracle. No matter what app you’re accustomed to, chances are, DocuSign will work within its framework.

What Can DocuSign Help Your Business With?

While other electronic signature solutions may allow you to do your business remotely, DocuSign can do much more for you. Let’s see how DocuSign can improve your existing workflow and give your organization a welcomed boost.


1. Prepare Your Documents and Define Workflows

DocuSign allows workers to prepare agreements using your company’s existing documents and forms, no matter what file type they’re in. Employees will save time with DocuSign’s flexible workflow, which allows you to automate critical processes and set the order of recipients’ steps and roles. The app also allows you to eliminate any data entry errors.


2. Complete All Of Your Transactions Seamlessly

All of your customers or vendors will be able to access and sign legally binding documents in a matter of seconds. They can also do it from any device, no matter where they are, in over 40 languages. There’s also an option to collect payment data from clients and other important information needed to complete a transaction.


3. Create Digital Audit Trails for All of Your Documents

Also, you have the audit trails, which are created with every signed document. Process movements are time-stamped. The documents are encrypted before they’re even signed. After they’re signed, they’re treated with a unique hash that helps you see whether the document has been tampered with or altered. This protects your documents from unauthorized parties.


4. Lower Your Business Expenses

Many business owners have gotten used to printing and paper expenses. Things don’t have to be that way. By implementing DocuSign, you can lower your business expenses. You no longer have to worry about getting new printers and face services costs. On the other hand, some businesses burn a lot of cash on absurd amounts of paper for printing purposes. You can say goodbye to all those costs.


5. Outperform Your Competition

With the current market of $2 billion, the Digital Signature market size is only on the beginning of its growth. With the projected growth up to $17.7 billion by 2027, it’s clear that other businesses are yet to adopt digital signatures. Staying ahead of the competition is crucial in all industries, and adopting new technologies is one of the ways to stay ahead.

With previously mentioned benefits, your business will outperform others. With all the technicalities out of the way, all you have to do is focus on your business goals!


Help Your Workers, Clients, and Bottom Line!

Things are quite simple. If you feel that you need an electronic signature service when dealing with multiple document signatures a day, DocuSign is the solution you need. DocuSign will help your workers and clients. With satisfied clients and a happy workforce, you can be sure that your bottom line will increase. All thanks to the increased efficiency a digital signature can provide. 

That sounds great, but you’re not entirely sure how to set up DocuSign? No worries, we’re here to help. Solusign can make the process seamless. If you want to have your DocuSign up and running in just a few hours, contact Solusign today and book a meeting.

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DocuSign: Electronic Signature Solutions for All Sized Businesses

Electronic signatures are quickly becoming the norm in the corporate world. It’s not hard to see why actually. When you consider material, administration, shipping, and subscription costs, an average business can decrease spending between 55% and 80% during a single year. That’s why so many businesses are going paperless and adopting digital signatures.

Of course, the transition isn’t always smooth. Many businesses aren’t sure when’s the right time to do it. Others are concerned about the costs. Some aren’t even sure whether they want to do it or not. Let’s see why this is actually a good idea. Let’s discuss why you need electronic signature solution, their benefits, and why DocuSign is the right digital signature tool for you. 


The Need for E-Signatures in 2021

Whenever there’s a corporate finance transaction, there’s bound to be some documentation. The length can vary significantly. It can be one page long or 200 pages long, depending on the details of the deal. These documents need to be printed, signed, scanned, and uploaded. The entire process feels tedious. With 44% of people working remotely due to the COVID-19 pandemic, signing documents and keeping track of them felt impossible for many.

People without printers, scanners, or the ability to leave their homes found out that the traditional process needed some update. Electronic signatures present the perfect solution because they require no additional technology to work. What makes the electronic signature so easy to work with? 


workplace business


Benefits of Electronic Signatures Solution for Your Business

Running a paperless business sounds appealing, sure, but is it really worth it? Are there any clear benefits to it? Yes, there are actually several benefits. Let’s take a look at some of the biggest ones.


1. Significantly Lower Operation Costs

Machines, paper, and electricity. All of these things cost. Well, electronic signatures can help you cut those costs down significantly. According to a study commissioned by Adobe, 6 out of 10 business managers say that using electronic signatures can help you cut down document-related costs by a large margin. We’re talking thousands of dollars yearly. 


2. Fewer Errors in Your Documents

Organizations that use electronic signature solution report having a lot fewer errors in their documents. Research on the matter shows that electronic signatures can reduce the total number of mistakes by 80% when used correctly. Freelancers, business owners, and legal experts agree that automated workflows, templates, and libraries notably lessen errors. 


3. An Increased Return on Investment

Some are probably wondering, how long will it take them to start seeing tangible results from investing in electronic signatures? A few years, right? Try a couple of months. According to a study conducted by AIIM, more than 80% of organizations that have used electronic signatures report that they’ve achieved a positive ROI within 12 months of adopting the new work method. 


DocuSign: The Top Electronic Signature Solution on the Market

Yes, electronic signature software is worth investing in. But with dozens – if not hundreds – of different software vendors out there, how can you know which one you should go for? Why not try one that has hundreds of millions of signers in over 180 countries around the world? Trusted by millions of individuals and companies, DocuSign offers you everything one needs to automate and connect their agreement process. How trustworthy is DocuSign? Just take a look at some of these numbers:

  • DocuSign has over 500,00 active customers.
  • Nearly 70% of tech companies have used it. 
  • Over 800 government agencies are paying users.

From sales to offer letters to invoices, DocuSign allows you to handle all of your paperwork remotely. The DocuSign electronic signature solution is the number one method in the world to sign and send documents, anytime, anywhere. After you create an account, you can sign and send documents in minutes:

  • Visit your DocuSign account.
  • Upload the documents that need signing
  • Drag and drop the signature field to the correct location on the document
  • Sign the document and email yourself the completed document

Yes, it’s that easy to use DocuSign. Besides the electronic signatures, there are many more features worth discussing. 


Top Features of DocuSign 

The electronic signature solution is a part of the DocuSign Agreement Cloud, which means that you can extend all of the benefits to all of the other stages of the agreement process. You can prepare, sign, act on, and manage agreements easily. Now, let’s look at the top features of DocuSign:


1. Mobile Responsive Signing 

With the responsive signing, you won’t have to worry about whether or not your signer will be able to read the document you sent. This feature improves the display of the document, by automatically rendering your PDF documents into a format that’s adapted to the signer’s device. That means you don’t have to scroll from side to side or pinch in to read documents.


2. Data Validation to Eliminate Human Errors

You can restrict the types of data entered into any field you want. That function can help you eliminate errors and prevent document resending. Validation rules include text, numbers, dates, ZIP codes, and social security numbers, to name a few. 


3. Collect Payments When Closing Deals

By using an electronic signature, you also get access to DocuSign Payments. You can connect your DocuSign account with PayPal or Stripe in just a few minutes. You can then start accepting and collecting payments from credit cards and various payment platforms in mere seconds. 


4. Flexible Workflow Adaptable to Any Business

Are you running a large operation with dozens of different people involved at all operation levels? Perhaps you have a small organization with less than ten workers? DocuSign will help you either way. You can route your documents to several users who can sign in sequential or in parallel to fit your business process perfectly. 


5. Number of Authentication Levels for Signers

How can you ever be sure that your signers are who they claim they are? Use DocuSign to be sure. Several authentication levels will increase the thresholds required of signers to prove their identity before the app gives them access to your documents. 


Implement DocuSign Into Your Business Process

There’s no better time to get your organization to adopt electronic signatures than now. Here at DocuSign, we’ve seen hundreds of thousands of users streamline tier workflows, eliminate mistakes, and boost their earnings thanks to the help from the electronic signature. Therefore, if saving the environment, managing documents anytime/anywhere, and saving money in the process sounds good, now’s the time to look into electronic signature solution.

If you feel like DocuSign is something your business needs, you don’t have to worry about implementing it. With Solusign, the entire process can last only a few hours. Contact the world’s #1 DocuSign consultancy and book a meeting with Solusign today!  

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Docusign: Electronic Signature Solution for Small to Large Business

In many parts of the world, remote working has become the new normal. It has become evident to many customers and businesses that most physical processes can be substituted with electronic ones. The pandemic has further reinforced the need for businesses to take advantage of the many benefits of carrying out a bulk of their business operations online; contracts, agreements, proposals, and many other documents are currently drafted and executed electronically. One of the best ways businesses are utilizing this option is by using electronic and digital signatures.

  • Electronic signature software helps businesses get their signatures and those of their customers on electronic forms and digital documents.
  • A digital signature is a more advanced and secure type of electronic signature that can be used to verify the legitimacy and integrity of agreements.
  • Regardless of the size and type of your business, both electronic and digital signatures are needed for your business operations

Some of the reasons why you should use electronic and digital signature services are because they help you reduce the risk of your documents being altered or duplicated. They help reduce the time spent on workflow and help your business reduce its waste footprints substantially. In most cases, they are as legally binding as traditional signatures and documents and can be accepted in courts. With all these benefits, it becomes a no brainer for companies who hope to switch from paper to digital. That is why businesses need to know about DocuSign. 



What is DocuSign?

DocuSign is an electronic signature solution that allows businesses to send agreements for digital signatures. Reputed to be the top global player in the digital signature market; DocuSign offers top-notch workflow automation solutions. With more than  85 million users worldwide, DocuSign has solutions to make every business paperwork efficient and seamless. Not to mention, besides offering electronic signature solutions, DocuSign also allows users to collect information and receive payments seamlessly. 


Why DocuSign?

Save time with DocuSign Solutions

As the online market continues to boom, businesses that must remain afloat realize the need to provide quick and easy service to their customers. With DocuSign, your business can save time by quick and easy electronic forms, different templates for contracts, agreements, offer letters, and many other digital documents. With the use of the DocuSign digital signature service, you can have quick signing processes and a faster contract turnaround.  Passing a document around for signature appendage can be a daunting task, even in a small organization. With DocuSign, you can fast track this process and improve the efficiency of your business ‘operations.


Reduce Printing and Saving Costs

Apart from the glaring fact that digital documents do not take up physical space, using Docusign for your digital signature service solution would help your business cut costs on printing. With less paper pushing in your business, printing expenses would greatly reduce. The amount spent on printing and other materials necessary for document signing can be cut down, as electronic and digital signatures only require smartphones or any other electronic devices.


Save Labor Costs

While an active and robust workforce is essential to any business; there is a great concern about high labor costs. Therefore, to improve business processes (which requires a robust workforce) and reduce document processing time, a lot of processes must be digitized. When these processes are digitized, your team can spend their time on things they’re good at rather than copying and pasting information from one system into another.


Give Your Customers a Better Experience

As the world keeps getting digitized, it becomes obvious that the businesses that will continue to reel in profits. Those who can consistently offer their customers a quick, seamless, and personalized experience. As businesses try to outdo another with competitive social marketing techniques, customers have a larger variety of choices to make and have developed higher tastes.

Business in this century must be quick, fast, and easy. People want better purchase experiences, seamless contract signing, and all in record time. You can use DocuSign to deliver premium and seamless experiences to your customers at a much more reduced cost. With various templates and options, DocuSign helps to ensure that your business meets your customers’ needs in the fastest possible time. 


Integrate DocuSign with your CRM or DBS Seamlessly

The DocuSign solution is what your business needs if you want software that helps you to seamlessly integrate all business processes together. When using DocuSign, you do not have to leave the CRM or any other business productivity solution you are using because DocuSign can most likely plug itself into your existing systems. Also, DocuSign currently offers a wide range of pre-built integrations with more than 350 applications, including Salesforce, SAP, Microsoft Dynamics, and many others. 



How to Implement DocuSign

If DocuSign sounds like what your business needs, you don’t need to grapple with the know-how of its implementation, you can take advantage of the many benefits of using implementation experts. You won’t need to hire or train employees, simply use this digital signature service software. The experts will be able to handle its implementations and the many different solutions you need at any point in time.

With Solusign, your DocuSign implementation can be achieved within a couple of weeks. Also, implementation experts like Solusign will be responsible for the building and maintenance of the solution for your business. With Solusign handling the work, you get premium service while also able to save some hundreds of thousands in labor and overhead costs.


Why Hire Us?

Solusign is the world’s #1 consultancy specializing in DocuSign implementation, including template design and integrations. Visit Solusign to book a consultation now!

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DocuSign Bulk Send: Easy Step By Step 2021 Tutorial [VIDEO GUIDE]


Do you want to send the same document to different recipients in separate envelopes? If yes, you must learn how to use the DocuSign bulk send feature. It’s the same as sending an email to different people that you would ‘bcc’. The great thing is that the DocuSign Bulk Send feature can save you a ton of time because it lets you insert information in your documents on a per envelope basis using a CSV. Instead of creating one envelope after another, you can load all the information in a CSV, upload the file to DocuSign et voilà!


Example time!

Let’s say that you are a financial advisor who needs to send subscription agreements to 10 clients in 10 separate envelopes. You want to pre-fill the agreements with your clients’ information which includes their name, address, the amount they are investing, etc. so that the only thing they’ll need to do is to sign. Because you are sending the same type of document to all your customers, you can use a CSV to load the contact details of your customers as well as the specific data that should be added to each agreement before you send those out.



To use the DocuSign bulk send feature, you will need:

  • A DocuSign Business Pro or Enterprise subscription
  • A DocuSign Template (If you haven’t already, check out this tutorial to learn how to create a DocuSign template).

Let’s Get Started!

Step 1: Give a role to all the recipients of your template

  • You need to make sure that all the recipients of your template have a placeholder role.
  • Without one, DocuSign won’t be able to map the recipients’ names and emails that you will enter in your CSV to the recipients of your template.

DocuSign recipient role


Step 2: Rename fields – Data Label

docusign data label

By adding giving a custom data label to each field of your template, DocuSign knows where to place the data that you’re entering in your CSV on the template’s documents.

  • You will find the option to rename a Data label on the right panel that appears when a field is selected.
  • If you don’t rename your labels, it will be impossible to fill out the CSV correctly. Therefore, you should rename the labels of all the fields for which you want to import data using the CSV.
  • Do not insert any special characters in the data label, not even full stops.
  • You can add labels to most fields, including text boxes, radio buttons, checkboxes, drop-downs, and notes.
  • Adding labels to radio buttons and checkboxes allows you to check the right box or radio button from your CSV file. For this, you need to rename the Group Data Label as well as each Radio Button Value.
  • Don’t forget to Save and Close

Step 3. Download the CSV sample

  1. From the Templates page, locate the template you want to use and click on Use.
  2. Click on Advanced edit, not the advanced options.
  3. Click on the little (i) and download the sample CSV template.

docusign send envelopes in bulk


Step 4: Fill out the CSV

Here is how the CSV works:

  • Each row represents a separate envelope and each column represents its fields.
  • Starting from the left, the headers correspond to your recipient’s names and emails, followed by the various fields those recipients own.
  • Warning: You can reorganize the order in which the columns are displayed but do not change the content of the headers.
  • Once you’ve entered all your recipients’ info, it should look like this:


Step 5: Upload the CSV to DocuSign for Bulk Send

Here’s the final step: From the envelope preparation screen, click on Import a bulk list and click on Send now.

DocuSign import a bulk list

If you want to dive deeper into how to use DocuSign, visit

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Learn How To Setup DocuSign Account Settings 7-Step Best Practice Guide [VIDEO TUTORIAL]


Whether you’ve just signed for your new digital signature software or have already been using it for some time, this step by step guide will help you learn “How to set up your DocuSign” account in the best possible way. We could spend hours talking about the DocuSign Account Setup page, also called DocuSign Admin page, but today we’ll just learn the most important things you want to have set up before you get started. That includes setting up your users and their permissions, adding your branding, selecting the right time zone, and a couple of other useful parameters.


Accessing DocuSign eSignature Admin

To access the Admin settings from the Homepage, Click on the Silhouette at the top right corner. 


1. Timezone

  • Let’s start by setting up your account with the right timezone.
  • Click on Regional settings, select your timezone and the date & time format of your choice. 

How to setup docusign account

Note: the date format here relates to the way the date & time will appear on the DocuSign interface and not on the actual documents. You can set different formatting of the way the date will appear on documents in another setting that we’ll cover a bit further.


2. Branding

This page allows you to add your logo to the envelopes.

  • Click on Brands and Add Brand
  • Enter the name of your brand
  • Then, Select Set assign default and Create your theme. On this page, you can see that you can upload two different logos: the signing logo and the email logo.

The signing logo is the one that will appear at the top right corner of the screen of your recipients during the signing process. I recommend uploading a high-quality logo and the size doesn’t really matter because DocuSign will resize automatically but it has to be less than 300Kb.

The email logo will appear in the email that your recipients will receive. Make sure the one you’re uploading isn’t too large because DocuSign won’t automatically resize itI recommend using a logo of 296 by 76 pixels. It’s a good idea to send yourself a test envelope before you go live to double-check that the result looks exactly as you want.

  • Finally, you also might want to change the default color theme that DocuSign already got in place. To do that, just by clicking on the colors you want to change and enter your color number or use the eyedropper to choose a color from the logo you’ve uploaded.

3. User(s) and Groups

A. Permission Profiles

Your DocuSign account comes with 3 different types of permissions: DS Admin, DS Sender, and DS Viewer.  By default, only administrators can create DocuSign templates. While I recommend you have at least two admins, you should be keeping the number of administrators to a minimum, for security reasons. For that same reason, you might want to allow your non-admin users to create, use, and share templates. You will find below how to create a custom permission profile.

  1. Click on Add permission profile
  2. Give it a name Sender + Templates for example
  3. Then, Click on the dropdown from the Template menu
  4. Select Share, this will allow you, users, to create, use, and share the templates they’ve created. You will now be able to assign this permission profile to your new users when setting them up and update existing ones.

B. Groups

If you are setting up multiple users, the best practice is to Create user groups, which will help you manage your users and their permissions quicker.

  • From the left menu, click on Groups.
  • Then, Add as many Groups as you’d like.

Note: A user can only be allocated to one group.


C. Users

You can either set up new users one by one by:

  • Selecting New user and following the steps or,
  • If you’ve got quite a few accounts to set up, choose Bulk actions > Add users, then click on sample file to download a CSV template.
  • Once you’ve added your users to the template, return to the DocuSign admin page and click on Upload CSV file and locate the CSV.

4. Signing Settings

To improve the signing experience when using DocuSign on a mobile device, make sure that the box Allow recipients to view mobile-friendly documents with responsive signing” is checked.

  • Choose the Date and time format that you want to appear on your documents
  • Make sure that the box Attach documents to completion email” is checked so that DocuSign will automatically email all recipients a PDF copy of all agreements once finalized.

5. Email Preferences

By default, DocuSign will email you for anything that happens on the account or an envelope you sent. Untick any event you don’t want to be notified about.

Note: Users can override their own Email Preferences on their My Preferences page.


6. Reminders and Expiration

If you want DocuSign to remind your recipients to sign an envelope you sent them, turn on the option.

  • The First value relates to the number of days you want DocuSign to wait before sending the first reminder out.
  • The Second value is related to the number of days you want DocuSign to wait for each reminder.
  • If you Select 0, your recipients will receive a reminder every day, until they sign.
  • If you Select 1, DocuSign reminds your recipients every second day.
  • If you’re tempted to update the Envelope expiration settings, be careful. Once an envelope has expired, you’ll need to resend it, which will cost you a new envelope.

7. User-level Settings

From the Home page, Click on the Silhouette and select My Preferences.


Personal Information

If you’ve got one, adding your professional photo can give a more professional and personalized look to your envelopes. Add your position title and company if you haven’t done so when setting up the user profile and signature. You can choose from a selection of signatures and also upload one if you’ve got one saved as an image. If you want to draw one, you’ll get a better result by using your fingertips rather than your hand, so I recommend downloading the DocuSign mobile app.


Privacy and Security

In case you want to increase security by adding a second-factor authentication.



Turn on/off any events you do or don’t want to receive an email notification for. Your DocuSign account is now correctly set up! You’re off to a great start, but don’t stop there: the next step is to learn, How to set up send your first DocuSign envelope!

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Calculate Your Potential Savings With DocuSign System Of Agreements in 3 EASY STEPS!

Unless you’ve been living in isolation well before COVID-19 started, you must know that DocuSign is the leader in the digital signature space. Their software allows you to place documents in a digital envelope and send it for the signature to anyone in the world. By implementing the DocuSign System of Agreements, businesses can save a ton of time and money.

In this post, you will learn how to calculate the potential savings you can actually realize in your current System of Agreements. DocuSign allows you to send any document in a digital envelope to collect information, signatures, and even payments from your recipients.

The cool thing is that the people you’re sending envelopes don’t need to have a DocuSign subscription, they can use it on their desktop or mobile devices. Even without using their mobile app, the user experience is great, allowing your customers to do business with you on the go.


Your Current System of Agreements


Your business has a System of Agreements, whether you’re aware of it or not. If you’re not aware of it, it’s probably not very efficient… and costly! For a lot of businesses, that includes email threads, lost attachments, spreadsheets, or worse… paper, and a lot of copy-paste-print-scan-send-back. Now if you think that it’s expensive: your system costs you much more.


Alright, So How Can you Calculate your Savings?

Let’s just jump on solusign’s website and find the Calculate the form of your potential savings. It looks like this:

docusign system of agreements savings calculator

  • Think of a use case that involves sending a form or contract, like a sales proposal sent by sales reps, for example. 
  • Enter the number of these agreements your team (or yourself) send on average every month
  • Enter the Time it takes your sales reps to prepare, send, act on, and manage the proposal.
  • Enter the Hourly rate you pay the team members involved in the workflow.


Let’s Do the Math…

Let’s say your reps spend 45 minutes on each proposal. And you pay your sales rep $30 per hour, your current System of Agreements is costing you $10,800 per year!


Now, if we introduce DocuSign System of Agreements to your workflow and save half of that time (and that’s a very conservative number) you’re saving $5,400 per year per rep. And that’s just the beginning…

  • With DocuSign, your sales cycle is also reduced, because you’re making it easy for your customers to do business with you. They don’t need to have a subscription and can sign anywhere on any device.
  • You’re not forcing them to print documents at their work when their manager isn’t watching or worse, swapping their lunch break for a trip to the nearest post office. I’ve worked with clients who saved 60, 70, sometimes even 80% of the time that was previously spent before implementing a new DocuSign System of Agreements.

How does the DocuSign System of Agreements save you all that time?

Obviously, getting rid of paper and email plays a big part but DocuSign allows you to send envelopes in just a few clicks using Templates. You can use templates on any documents, whether the information your documents contain need to change or not. 

For now, what you need to know is that they can help you send documents in a couple of clicks and can be integrated with other software like Salesforce or any other CRM. In short, the DocuSign System of Agreements allows you to automate your workflow.


How Much does DocuSign Cost?

The biggest mistake I see my clients make is to rollout DocuSign to just one use case and still use legacy processes in other departments. So if you’re using it for Sales, great, but don’t stop there; your HR and Legal team will also appreciate it. And if you’ve already paid for an annual subscription with DocuSign, you might as well use all the envelopes you’ve paid for!

DocuSign has various plans and charges you per envelope, and the cost will range from $10 per month to a couple of thousands per year, it just depends on what you need.

To find the right plan, I strongly recommend that you get in contact with us so that we can point you in the right direction. If you want a more accurate estimation of how much you could be saving, you want to make a list of all business processes that require a form to be filled out or a signature and use the ROI calculator.


So, What’s Next?

If you haven’t yet, sign up for a DocuSign trial so that you can start sending your first envelopes and get in touch with us so that we can strategize the rollout! I can assure you, your bottom line will thank you!

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Learn How To Use DocuSign To Send Documents In 5 Easy Steps [VIDEO 2020]


How To Use DocuSign To Send Documents

DocuSign envelopes work in a very similar way to your ‘old-normal’ paper ones but, they’re much better. The main difference is that there’s no limit on the number of Word or PDF documents they can contain and they also automatically route to the next recipients. They allow to collect information, signature and even payments very quickly and can save you and your team a ton of time… and money!

If you’ve never used them before, Here’s your chance to learn how to use them, in 5 easy steps.


Let’s Use the Below Scenario as an Example

Let’s say you’re working as a sales representative for “Company X” and want to send proposals to clients via DocuSign and you want the following to happen: 

  1. The Client signs the proposal.
  2. You, as the sales representative countersign.
  3. The Accounts team should receive a copy of the signed document so that they can send the invoice to the client straight away.


Step 1: Upload Your Document(s) to DocuSign

The first step of the envelope preparation process is to upload the documents to DocuSign. Unlike emails, there is no size limit for each file and you can add as many files as you want.  You can even attach files that don’t need to be signed or filled out, they will just be displayed in the envelope.

create a fillable pdf in docusign 

Step 2: Add Recipients to Your Envelope

The next step is to add each person you want to receive or act on the document to assign them the right role. There are many “roles” you can choose from and DocuSign always assigns the “Needs to sign” role to all signers by default. This is the correct action for your client and yourself (remember, the sales rep needs to sign too). However, the accounts team doesn’t need to act on the document, so we will assign a “Receives a copy” action. Below is what it looks like:


Step 3: Customize Your Email Subject and Message

The default DocuSign email subject looks like this: “Please DocuSign your: [name of the file.docx]”. I also recommend updating the email subject and message. You can choose to display the same message for all recipients or customize it for everyone.

DocuSign email subject and message customization


Step 4: Add DocuSign Fields to Your Document 

The final step of the process consists of adding DocuSign fields on your document(s). Each field is assigned to a recipient and will indicate what action needs to be taken i.e. sign, initial, enter information, etc. In your proposal, you will need the following fields for yourself and the client.

  • Full Name
  • Date Signed
  • Title
  • Signature

Depending on who the DocuSign fields are assigned to, they will display different background color, so that you can easily tell who will need to act on them. In our example, we’ve got two recipients with a “Needs to sign” action, therefore all DocuSign fields are displayed in two colors; a color set for each of them. Now that you’ve added all the fields to the acceptance part of our proposal, it looks like this:

How To Use DocuSign To Send Documents


Step 5: Send the Document for Signature Using DocuSign

That’s it, you can now click on send to submit the envelope to your client. Now, we just need to wait until our client signs and the envelope will automatically be sent to us for signature. Following this, all recipients of the envelope will receive the signed version of the proposal by email, including the accounts team.

If you haven’t already, make sure to sign up for a free 30 day DocuSign trial using this link and start sending your first envelope today! And if you need help with your setup, send us a message using this link.

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Making the Move to Digital Signature

Unexpected Efficiencies

How businesses are adapting to life under lockdown and why Digital Signature may be a surprising advantage in the recovery?

New tech trends pop up every month, which even for small business owners opens up a can of worms. How do you know if you’ve backed a “winner” or if you’re just burning cash on a technology that will be as dead as a dinosaur in a few years? After all, some innovations get adopted at a lightning pace, others at a crawl, while others still never get off the ground.

Enterprise messaging (led by apps like Slack) has exploded over the past five years. Contactless payments — while booming in countries like Australia — still haven’t caught on in the US. It makes knowing which technology to trust for your business tricky.

When you throw in a global COVID-19 outbreak, you’re now dealing with even more change in an already shifting landscape. The lockdowns, social distancing, and obsessive focus on hygiene have spun society around, and nobody has felt it more than businesses big and small.


When Offline Goes Online

Every person and every business has been touched by the coronavirus in some way. Busy buildings are now empty. The usual hordes of workers commuting to the office have vanished. Once-bustling city centers have become ghost towns. Thousands of businesses have already closed their doors.

Those able to make the jump online have done so with varying degrees of success. During the lockdown months, communications technology kept us going with remote work, distance learning, and telehealth (just to name a few). Of all the technologies that make up our virtual society, Digital Signature has been a “Quiet Achiever”. A way to sign and complete agreements online.

It’s allowed businesses to keep things rolling along when activities like gathering in the office, mailing material back and forth, travel, and meetings have been impossible to do. The below graph represents Google searches for ‘Electronic Signature’ over the past 12 months:


While the Digital Signature market was valued at $1.53 billion in 2019, rapid expansion (with Asia Pacific expected to be the fastest-growing region) means the market is forecast to have exploded to $23.95 billion by 2030.


Beyond Digital Signature

As the pandemic left economies sputtering in the slow lane, Digital Signature suddenly streaked ahead: in some cases, by over 50% usage. While the lure of signing agreements without meeting in-person or handling papers was an obvious drawcard, it wasn’t the only reason to move online. DocuSign, a leader in the field, offers a platform that combines powerful tools around contract lifecycle management, document generation, and other functions that a system of agreement needs.

Features and functionality aside, it’s Digital Signature’s ability to tackle real-life challenges — especially in today’s world — that organizations want to learn about. For two businesses, in particular, DocuSign helped them not only untangle complicated processes struggling to cope with the pandemic but discover productivity gains that will last long after the lockdowns.


Property Agents Vs The Flood: Automation That Freed Hundreds Of Hours

As the lockdowns brought business to a standstill, money (or lack of) quickly became an issue. Property managers around the world soon faced a flood of rental reduction requests. While processing applications like these aren’t a property agency’s favorite thing to do (since a reduction or pause in rent costs them), requests typically don’t arrive en masse. An agent could spend hours working through one, but their low numbers meant that streamlining the process wasn’t a priority, until now!


Manual Mess

A large property management company in Sydney, Australia was faced with thousands of tenants asking for a discount or pause in rental payments. Unfortunately, the agency’s standard process to handle these requests was torturous…

  1. The Property Manager (or PM) gets an email from a tenant asking for a discount
  2. The PM asks them to provide information about their business, along with proof of earnings loss (such as bank statements or tax documents to help determine how much income they’ve lost).
  3. This often starts a back-and-forth between the two to get all the information.
  4. From there, the PM contacts the landlord to see what they could do to ease the stress of payments, such as pausing loan repayments or getting land tax discounts.
  5. The landlord investigates, then advises the PM what they’d found… leading to another chain of emails with attachments: a nightmare for managers trying to find a single file.
  6. That done, the PM prints out all the documents then follow a government formula to calculate how much the tenant should pay. This can take 30 minutes for a simple scenario, or hours for a more complicated one.
  7. With the discount calculated, the PM writes a rental relief report with a letter of recommendation to the landlord.
  8. If the landlord agrees, the PM sends a letter of offer with the new rental details to the tenant.
  9. If the tenant agrees, the PM creates a Deed of Variation to be signed by the landlord, tenant, and lawyer.
  10.  With the Deed signed, the PM sends the document to the accounts team to update direct debits and any other systems.

Property Managers had to “rinse and repeat” these convoluted, almost painful steps for each tenant. In the current circumstances, it was unsustainable.


Simpler Solution

To deal with the torrent of applications, the property agency turned to automation. A workflow using DocuSign and Microsoft Power Automate could drastically reduce the burden on Managers, but building the process would take technology-specific expertise.

Luckily, the agency found a team able to deliver exactly that. After that team analyzed the process, they took it online. Things still flowed much the same, but now took a fraction of the time and effort. After that team analyzed the process, they took it online. Things still flowed much the same, but now took a fraction of the time and effort.

  • Instead of buried in chains of emails, the PM now stores all documents for a request in one “envelope” they can easily access.
  • Each file is protected so only the relevant people can access them, with the Property Manager having universal access.
  • To send forms to either the tenant or landlord, all the PM has to do is click “Send” on the form they want.
  • The tenant and landlord can upload documents the PM asks for and complete their forms electronically.
  • Once the information is collected and the forms signed, the rental discount is calculated automatically, without the PM having to worry about it.
  • When the PM approves the discount (again, just a few clicks), the landlord and tenant both receive details around the rental relief.
  • When they’ve signed these documents, the system creates a Deed of Variation which can be signed digitally by each party.
  • Everything is now done, the workflow stores the details into a Google sheet that the PM uses to track the status of the application. When the application is finalized, the accounts team gets a notification to update their systems.
With around 2,000 applications to deal with, the cost saving was close to $150,000.

Once in place, PMs saved around two hours on each application. They no longer had to spend time digging through emails, crunching numbers, rummaging through forms, or tracing where an application was up to. With around 2,000 applications to deal with, the cost-saving was close to $150,000. Plus, both tenants and landlords had an answer much faster, giving them certainty on a subject that could get emotionally charged.


The Last Straw: Taking Complex Financial Contracts Online For Faster Sign-Off

For a Canadian equity investment fund and their advisors, the coronavirus was the straw that broke the camel’s back. The agreement process used to sign up new prospects to the fund — which involved face-to-face meetings and “snail mail” — was already slow and laborious before the pandemic. Now, they had new hurdles to jump.


Paper Problem

When it came down to it, the problem was the agreement itself: a long and intricate document that confused many prospective clients who wanted to invest. The sheer length of the agreement, plus the fact that it was used for different types of customers, such as individuals and entities, meant it was a labyrinth to navigate.

As a result, prospects often returned incorrectly filled out agreements. Advisors would send those agreements back with instructions on how to fix it… which the prospect would then resend, creating a paper “merry-go-round”. But when the coronavirus left some reluctant to touch mail packages for fear of contamination, double and triple-handling of paperwork wasn’t just inefficient, but seen as risky by clients and advisors.

Another pandemic-related issue that hit home was the signing of the agreement. Apps like Skype meant client meetings continued without a problem, but the paper agreements had to be signed with a witness who wasn’t a child or spouse: a challenging problem during the lockdowns (if not flat-out illegal, depending on the restrictions).


Moving into Digital

The equity fund saw the DocuSign platform as a digital answer to their paper problem. However, converting their complex agreement was more than basic templates or workflows could handle. So, they contracted a team to digitize the agreement and create workflows to automate as much of the process as possible. Once up and running, the new digital flow eliminated the big problems that bogged down the completion of the paper-based agreements.

  • Advisors now fill in the agreement with the client’s details post-meeting, to reduce the risk of errors.
  • They do this through Excel, which lets them upload multiple contract details into DocuSign and bulk send them to all their prospective customers.
  • Once a remote meeting finishes and the prospect agrees, the advisor collects the information they need and then prepares an envelope by uploading the information into DocuSign.
  • When the prospect gets the DocuSign letter, the details are already filled out. All they have to do is to follow the prompts to complete the agreement, as no witness is needed when signing digitally in Canada.
  • Prospects can also comment on any error before they sign, which the advisor can update online in a matter of minutes.

By moving to Digital Signature, the fund has all but wiped out error-filled agreements. The rare error is fixed in a matter of minutes online, instead of a week or two of emailing back and forth. And, instead of trying to find a witness to meet in person (a challenge during lockdowns), everyone can sign the agreement from their office, home, or even their mobile phone.

Most importantly for the fund, they’ve slashed the time between verbal agreement and a signed contract from two to three weeks to a mere 48 hours. The advisors who helped clients through the agreement saved four to five hours working on each application. As the fund sent out around 30 agreements every month, the cost savings with the new process added up to approximately $5,000 per month.


Business in The “New Normal”

Whether coronavirus is defeated in the next few months or is part of the “new normal”, the way businesses operate has changed for good. Technologies like Virtual Meetings and Digital Signature have reduced reliance on expensive, time-intensive activities like face-to-face meetings and travel. The unexpected outcome from businesses grappling with the pandemic has been the discovery of a new, more efficient way of working. Organizations who’ve gone all-in with these tools and technologies have inadvertently discovered a competitive edge as business ramps up again.

Digital Signature is a perfect example of this “Edgey” technology. What was simply a way to avoid in-person signing can serve as the bedrock to improve your systems of agreement, helping close agreements faster and find new efficiencies.


About Solusign

We’re a team of consultants that extract the ROI from DocuSign subscriptions for SMBs and deliver it on a silver platter. Solusign services include:

  • Template Design: Turn a Word, PDF, or paper form into a reusable DocuSign template prepared for implementation with any workflow your business already has in place.
  • Integration & Automation: Watch the information you collect via DocuSign flow magically into your Salesforce instance or your own choice of software. Automate entire workflows.
  • Consulting & Training: Need a wizard to guide your business down the road to efficient workflows based on the way your business already runs? Ask us about tailored training and workshops.

While DocuSign is a smart investment, implementation delays mean it takes longer to get your ROI. Plus, you may not optimize your systems of agreement, leaving some of your returns on the table. That’s where we come in.

We’re the world’s first consultancy that looks after everything to make sure your DocuSign implementation is delivering what you expect, from architecture to templates to remote training.


Want to find out more about what we do? Visit Solusign.

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