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DocuSign Pro

 & Neil J. Rubenking Principal Writer, Security

Our team tests, rates, and reviews more than 1,500 products each year to help you make better buying decisions and get more from technology.

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DocuSign Pro - DocuSign Pro
4.0 Excellent

The Bottom Line

DocuSign Pro moves the process of getting important documents signed completely online. Its tagging system shows the recipient what to do, and it offers a full court-accepted audit trail of the process. It's a great choice for electronic signing of documents.

Pros & Cons

    • Court-accepted electronic signing of important documents.
    • Handles multiple and sequential recipients.
    • Tagging system shows recipients where to sign.
    • Can send reminders.
    • Documents can be set to expire after a time.
    • Full history and audit trail certificate available.
    • Verifying recipient's identity using phone authentication or RSA ID Check costs extra.

DocuSign Pro Specs

OS Compatibility: Mac OS
OS Compatibility: Windows 7
OS Compatibility: Windows Vista
OS Compatibility: Windows XP
Tech Support: Web-based.
Type: Business
Type: Enterprise
Type: Personal
Type: Professional

Getting important documents properly signed and approved can be a chore, especially those that require attention from multiple signers in different locations. DocuSign Pro ($24.99/month, direct) lets you do it all via email. Electronic signatures made through DocuSign are warranted to comply with the ESIGN act, and the service offers a court-accepted audit trail to prove the validity of each interaction.

The product actually comes in several different editions. DocuSign Free costs nothing and lets a single user send out up to five documents for signature per month. DocuSign Pro, reviewed here, is also a single-user product but with no limit on the number of documents. Note that if you pre-pay yearly you can knock the price down to $14.99/month. DocuSign Business and DocuSign Enterprise add centralized management of multiple users, corporate branding, shared document libraries, and more.

DocuSign is similar in some ways to the eContract feature of RPost Office ($79/year direct, 4 stars), but its pricing model is rather different. A $79/year subscription to RPost gets you 100 message units that must be used within the year. The $14.75/month plan, closest to DocuSign's price, gets you 25 units for each month. A given RPost message uses one message unit per addressee per megabyte, so a 2MB message sent to four people would use eight units. DocuSign has no such limit.

Web-Based Overview

The Home tab of your DocuSign account offers an overview of account status. Statistics shown here include the number of "envelopes" awaiting your signature, expiring soon, out for signature by others, and completed. For more detail, the Manage tab lists all of your envelopes, both in-process and completed. Double-clicking an envelope opens it for inspection. The Dashboard tab offers yet another view of DocuSign activity. A pie chart breaks down envelopes by status, and bar graphs show sent and completed envelopes over time.

Send from the Web

It's possible to integrate DocuSign with Outlook using a third-party add-on, but the service is really meant to be used from the online portal. You can attach documents for signature from local storage or from online document services. At present DocuSign supports Google Docs, Box Docs, Dropbox, and Salesforce for online documents.

Next you'll add recipients, either from your address book or just by typing in the information. Here's where it gets interesting. By default the envelope goes out to all addressees at once and is considered complete when all have signed it. However, you can use the Order column to have it sent sequentially. Once the first recipient has signed it, DocuSign sends it along to the next person with the first recipient's signature and any other additions already in place. That's something RPost doesn't do.

The next step is to write whatever message you want to accompany your documents. This message goes to all recipients, naturally. You can also add individual notes for each recipient, notes that will appear when the recipient views your document.

Finally you can configure reminder and expiration settings for the envelope. The reminder system, not enabled by default, will send a reminder to the recipient if the envelope hasn't been signed within a user-specified number of days, and optionally send additional reminders periodically. By default envelopes expire in 120 days, but you can set a shorter expiry time and optionally send a warning before expiry.

Final Thoughts

DocuSign Pro - DocuSign Pro

DocuSign Pro

4.0 Excellent

DocuSign Pro moves the process of getting important documents signed completely online. Its tagging system shows the recipient what to do, and it offers a full court-accepted audit trail of the process. It's a great choice for electronic signing of documents.

About Our Expert

Neil J. Rubenking

Neil J. Rubenking

Principal Writer, Security

My Experience

When the IBM PC was new, I served as the president of the San Francisco PC User Group for three years. That’s how I met PCMag’s editorial team, who brought me on board in 1986. In the years since that fateful meeting, I’ve become PCMag’s expert on security, privacy, and identity protection, putting antivirus tools, security suites, and all kinds of security software through their paces.

Before my current security gig, I supplied PCMag readers with tips and solutions on using popular applications, operating systems, and programming languages in my "User to User" and "Ask Neil" columns, which began in 1990 and ran for almost 20 years. Along the way, I wrote more than 40 utility articles, as well as Delphi Programming for Dummies and six other books covering DOS, Windows, and programming. I also reviewed thousands of products of all kinds, ranging from early Sierra Online adventure games to AOL’s precursor Q-Link.

In the early 2000s, I turned my focus to security and the growing antivirus industry. After years of working with antivirus, I’m known throughout the security industry as an expert on evaluating antivirus tools. I serve as an advisory board member for the Anti-Malware Testing Standards Organization (AMTSO), an international nonprofit group dedicated to coordinating and improving testing of anti-malware solutions.

The Technology I Use

Much of the testing I do, particularly testing with real-world ransomware, is just plain dangerous. To perform such tests safely, I sequester them inside virtual machines managed by VMWare Workstation. For cross-platform testing, I use a MacBook Air, a Google Pixel 4, and a 6th-generation iPad.

I rely on my Delphi coding skills to create and maintain small applications. These include programs to check whether an antivirus correctly handled the malware it detected, launch dangerous URLs and record the security program’s reaction, and analyze the malware that I collect for use in testing. I also wrote a tiny browser and text editor for use in testing security apps that have predefined reactions for known products.

I do my writing and research on a Dell OptiPlex desktop, relying on Microsoft Word (my fingers know all the shortcuts). Many of my articles include charts and analysis; Excel is my go-to for those. When work hours end, though, I escape the bounds of Microsoft and Windows. There’s an iPhone in my pocket, I relax with my oversized iPad, and my Kindle Oasis is always loaded with the best science fiction and fantasy.

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