However, with online work and distance orders, it’s not as easy to sign contracts on paper.

This is where a service like DocuSign comes into play.

Here is a complete review of the product, its features, benefits, and the services offered.

What is DocuSign?

DocuSign is an all-inclusive, legally binding, online contract signing system.

With DocuSign, businesses can sign contracts with clients, employees, and other businesses without having to worry about losing records or running into legal issues later.

However, the technology isn’t perfect.

Used by industry giants and small businesses alike, DocuSign is the top online document signing service in the industry.

Users can sign documents on their smartphones, tablets, or computers, and save money, time, and paper by signing contracts online.

DocuSign History

Created in 2003, DocuSign was the first online signature application.

It quickly grew from a small business to a corporation as it enhanced safety and security features and worked with an expert legal team to make online contracts legally binding.

DocuSign offers an automated process of signing and sending contracts.

Everything is safe, secure, and legal.

Since 2003, DocuSign has been the top company for online contracts.

A billion users worldwide have trusted DocuSign to sign, send, and receive documents since its inception.

Features and Benefits of DocuSign

Of course, DocuSign is the top of the line for a reason.

There are multiple features and benefits to using DocuSign, including the interface and the ability to create your legal contract through the application.

Here are some top highlights, features, and benefits of DocuSign.

1. Document Signing

Of course, the top benefit of DocuSign is the ability to sign legal documents without being physically present.

DocuSign does this by creating a secure legal document on the computer and encrypting all emails and communications involving that document.

Only the signer can view it and sign it.

E-document signing streamlines the paperwork processes for both online work and legal paperwork.

Many people use DocuSign for tax documents,  employment contracts, and temporary documents.

The ease of sending out a document for signing is one of the main advantages of this software.

The documents created and sent are customized and can be signed by multiple parties or just one, as the situation dictates.

Once signed, they are legally binding and treated the same as in paper contracts.

Every signee has a digital copy of the document stored automatically, and the document owner stores copies of all documents.

2. Authentication and Audit Following

Of course, an online document signing process wouldn’t work if it wasn’t secure.

DocuSign encrypts every document and has a several-step authentication process so that no one can sign a contract or legal agreement without the proper authorization.

The authentication process includes complete online encryption, so you won’t need to worry about the contract falling into the wrong hands or getting hacked once you send it.

The email and its attachments are completely safe for both parties.

The company also offers a follow-up audit on both parties in an agreement, ensuring that every document is legally binding and properly signed by the correct person.

It’s just as safe as signing a document in person and negates the possibility of losing a contract, forged signatures, or miscommunication.

3. Customization

One of the best features of DocuSign is the complete customization.

As long as it’s within legal parameters for the specific document, a user can add or delete fields as they deem necessary.

Almost every part of a document can be customized, including the overall look and branding.

The document setup section is easy and the document management system allows you to create a document that will be within legal boundaries.

As you move through the document creation process, you will be given options for customization of every section.

This customization is excellent for employers who hire various types of employees, or who send out contracts to different agencies.

With a Pro account, you can customize the branding, the forms, the templates, and the individual fields on each document.  

4. Document Storage and Management

DocuSign also offers unlimited file storage to Business account holders and above.

Any contract that you have sent or signed is stored in your DocuSign account, so you won’t have to search through piles of paper to find contracts.

The documents are stored and managed by DocuSign.

If you send out multiple contracts of the same type, it’s possible to save a document as a template and simply change the relevant information when you create it.

This makes the entire process easier for both parties and streamlines the hiring process.

The storage management system and document review are also excellent features.

While you are creating a contract, DocuSign automatically reviews it for potential errors.

There is an automatic storage system which can be changed if you prefer a different method.

However, DocuSign naturally manages the documents quite well.

5. Status Tracking

As part of the document managing system, DocuSign offers status tracking on all documents.

The owner can see whether the customer or employee has opened, signed, or initialed the document, and what stage of completion the document is on.

This status tracking applies to all contracts and can be adjusted as needed.

If you are the owner of the account, you can track the status of any contract in the system, even the ones that other users are working on.

As a human resource manager or CEO of a company, this is useful to monitor employees’ workloads and assist when necessary.

Status tracking and progress tracking are in-document tasks.

However, DocuSign also has template management and workflow management available.

If you have multiple contracts to complete and send out, you can track your progress through the website and increase productivity with the workflow measurement.

DocuSign Customer Service

Of course, no online service is complete with customer service.

Even the best type of business can have issues from time to time, and if you don’t have the appropriate help, it’s not worth the money of the subscription.

Here are the necessary details on customer service for DocuSign.

Does DocuSign Offer Customer Service?

DocuSign has 24-hour customer service for all subscription levels.

This is email and chat box support, with an added layer of telephone support for higher subscription levels.

The customer service varies depending on your level of subscription.

Customer service is where DocuSign receives the most complaints.

Usually, these are individual account holders who are struggling to cancel their subscriptions.

However, it’s worth noting that DocuSign’s higher-paying members receive better customer support than their lower-paying customers.

What Types of Customer Service Does DocuSign Offer?

DocuSign offers 24-hour email and chat box support, but phone support is only available for Pro accounts and above.

Free and individual accounts will have to rely on email support, which is largely outsourced.

While the phone support is good and technical issues are solved within hours, individual accounts feel the lack of this.

It’s difficult to cancel an account without phone contact, and emails can take some time to get back.

The phone support, however, is excellent.

How Much Does DocuSign Cost?

DocuSign’s cost is one of the most inhibiting factors for small businesses looking to go paperless.

Although DocuSign has a lot of great features and decent customer service, the cost is what stops many businesses from investing in the service.

There is a monthly subscription fee per user, depending on the size of your company.

Here is the breakdown:

• Individual: $10 a month for a single user, basic features (5 sends a month)
• Pro: $20 per user monthly, up to ten users, pro features (unlimited sends)
• Business: $30 per user monthly, up to ten users, advanced features (unlimited sends)
• Business Premium: $125 per user monthly, up to ten users, business features (unlimited sends)
• Enterprise: Customized quotes, more than ten users, unlimited features (unlimited sends)

Is DocuSign Worth the Cost?

For most larger companies and corporations that send out multiple contracts or have hundreds of employees, DocuSign is worth the cost.

The features available on an enterprise plan make it entirely customizable for various levels of employees, both part and full-time.

For small businesses that send out a few contracts a month and don’t need many extra features, the small fee is also worth it.

The only level at which DocuSign is unreasonably expensive is the level between Business and Enterprise.

It has a high cost with only ten available members.

Why DocuSign is Worth the Cost

DocuSign is worth the cost at almost every level.

Basic members get five contracts a month for a single person, and enterprise memberships have unlimited contracts, unlimited features, and unlimited members.

The price difference is huge, but the software adds more benefits to each level of membership.

DocuSign can be used on any platform, and that alone is what makes it worth the cost.

Many alternative options are not nearly as universal as DocuSign and don’t have the wide amount of integrations and customizations available.

These features make DocuSign worth the high price tag.

E-Signature Software Criteria: How We Tested DocuSign

When looking at the criteria for this online signature software we tested DocuSign with our methods and through use.

Here are the basic facts about DocuSign, based on our testing and Usage.

1. Legally Binding or not: DocuSign creates legally binding contracts according to the ESIGN Act of 2000. Each contract sent by DocuSign is completely legal and complies with all legal requirements.
2. Cross-Platform Signatures: DocuSign allows signatures on multiple platforms, including mobile and tablet devices. It doesn’t matter what type of device the contract was created on – it can be signed on any device.
3. Compliance & Legal Features: DocuSign not only complies with the ESIGN Act, but also complies with the standards of HIPAA, Annex-11, and multiple other legal compliances and privacy requirements. DocuSign meets and exceeds international standards for client privacy.
4. Document Amount Limits: For an individual account, the limit is five documents per user. However, any plan above Pro includes unlimited documents. With Pro plans or above, companies can send unlimited documents for online signing.
5. Integrations with Other Platforms & Software: DocuSign offers over 350 integrations. Almost any personal company integration is available through DocuSign. Alternative platforms and software are supported and the company is continually adding new features and integrations.
6. Pricing & Fees: Pricing and fees vary based on the level of subscription. The highest subscription is enterprise level and the subscription plan is personalized to the size of the business. However, an individual plan is only $10 a month.

Do We Recommend DocuSign? Our Unbiased Opinion

What We Like

• We love the ease of creating and sending a document.
• DocuSign’s legal compliances are above and beyond the international standards
• There are unlimited document sends on every level except the basic
• The creation and editing process is simple
• The user interface is easy to understand

What We Don’t Like

• The customer service is less than ideal
• The plans are more expensive than alternatives
• It can be difficult to edit a design once it’s completed

Why We Do Recommend DocuSign

Here are some of the reasons why we would recommend DocuSign for the majority of businesses.

• DocuSign documents are completely legal and binding
• DocuSign allows cross-platform signatures for most platforms
• There are multiple legal compliance and features
• No document amount limits on Pro plans or above
• Easy integrations with other platforms and company software
• Reasonable prices and fees

Why Should You Trust Us?

As a company, we believe in unbiased internet reviews.

Our corporation is entirely paperless and internet based. Without companies like DocuSign, we couldn’t function, and we want to ensure that every aspect of the company has been thoroughly reviewed.

We have scoured the internet for user reviews, proof, and evidence that DocuSign works as advertised. We have not been hired by DocuSign and all of these opinions are unbiased.

Here are some user reviews from real people, all giving their unedited opinions on DocuSign.

What DocuSign Users are Saying

A company that provides digital signature service, which rapidly multiplies its value with a better understanding that digital signature is a very strategic and necessary application during the pandemic period.

In today’s world where everything is digitized, the company is rapidly positioning itself in an indispensable position, thanks to the critical service of digitalization of the signature. A great gift for freelancers.

DocuSign user and Freelancer

DocuSign is a great piece of software that allows for quick and secure document signings as well as an easy-to-follow record of who signed a document and when. This is a great way to avoid having to use a courier service or fax machine.

It’s simple enough to create templates you can share with your team and complex enough to design them for your work needs. Documents can be signed instantly, allowing for a much faster turnaround time for important documents.

DocuSign user and CEO

Obtaining a DocuSign account was one of the smartest decisions I made in my role in HR.

I figured we’d obtain this software and use it to sign documents on an ad-hoc basis, but because it’s so easy to use and simple to customize, it’s truly become an extension of our business and is used by many departments, HR, Legal, Finance, and Executives.

DocuSign User and HR Manager

The Problems DocuSign Solves

DocuSign is the answer to the problem of unsigned contracts, lost papers, and the growing ecological concern of printing.

As many services go digital, some are easier to digitize than others.

One of the more difficult things to digitize is the contract.

DocuSign was the original E-signature contracting company and continues to be the number one provider of online contracts.

If your business has contracts with employees who live far away, are in different countries, or work remotely, an online contract is the way to go.

Why Would Somebody Want to Use DocuSign?

DocuSign may seem like an unnecessary technology in a regular office, but it is being used by over a million businesses worldwide.

This is because it’s more convenient for both employers and employees, especially businesses that are trying to go carbon-neutral and use less paper.

For these reasons and many more, DocuSign has reached the top of the market for e-signature companies.

It’s the best when it comes to customizability and cross-platform signing, and continues to make improvements in other areas of contract signing.

Who is DocuSign Best For?

DocuSign is a great business for most companies who need a way to sign documents without being in person.

If your company is trying to grow and hire new employees, sign contracts, or work with remote workers, DocuSign is a great option.

DocuSign is also excellent for companies who are tired of printing and scanning documents into an online system.

To truly digitize your company, keep everything on the computer with an online document signing system.

Why DocuSign is Best for Anybody Tired of Printing and Scanning Documents

Creating a document, printing it, signing it, and re-scanning it to the computer are the staples of classic contract signage.

However, DocuSign takes out several of those steps by allowing you to create a legally binding, sendable document in your office.

It is the ideal solution if you are tired of printing and scanning contracts.

The encrypted documents are much safer than something put through a copier, scanned back into a computer, and left in a file in the office.

These contracts are also better for the environment and more sensible for long-distance offices or remote workers to sign.

Every employee will appreciate not having to take an extra trip to human resources.

Who Should NOT Use DocuSign?

Although DocuSign is awesome for most sizes of businesses, it’s not great for everyone.

The payment plans try to account for all levels of business, but a few types of company slip through the cracks.

A small, local company won’t benefit from DocuSign until they’ve grown a bit more.

The second-largest level of company, Business Premium, is also only useful for a certain subset of businesses.

Until your company is ready for the enterprise level, it might be best to stay at the level beneath it.

Why Anybody at a Small, Local Business Should Not Use DocuSign

If you have a small, local business with more than one human resources employee, DocuSign probably isn’t right for you.

It’s too expensive to move up to a Pro plan, and the individual plan only has five contracts a month and only allows one person to use it.

Although some businesses might be able to make this work for them, it’s crucial to keep in mind that DocuSign is difficult to cancel, and the larger your business is, the better the deal is.

Look through all of the benefits to a certain level of a plan before purchasing.

What to Think About Before Buying DocuSign

Of course, DocuSign isn’t for everyone. It’s a significant investment, even though it is worth it for many businesses.

Each of these factors depends solely on how much money you are willing to spend and how much you think you will get out of the service.

Each plan (except the individual plan) has the same amount of contracts available.

You will need to consider which extra features are worth it to you and how much you are willing to pay.

DocuSign Alternatives

Of course, if you don’t think that DocuSign is the right choice for you, there are multiple other options for e-signature services.

You can find one that has different rates, better customer service, or a different set of features.

Here are the top alternatives to DocuSign.

1. SignWell

Of all the alternative options for DocuSign, SignWell might be the most well-known.

It has excellent reviews and several different features from DocuSign.

However, the lower price point is a huge draw, as is the customer service and simple user interface. Here are the details on SignWell.

How Does SignWell Differ From DocuSign?

SignWell is a little less expensive than DocuSign, with prices starting at $10 a month per user, no matter the size of the company.

However, SignWell doesn’t offer in-app editing.

You’ll have to create a document outside of the app, using Adobe or another editing tool.

DocuSign merely allows you to encrypt, send, and sign a document.

Because of this difference, SignWell doesn’t offer the same amount of document editing as DocuSign.

The customer service is better, however, and phone support is an option for every level of subscription.

Who is SignWell Best For?

Overall, SignWell is best for small businesses with low budgets.

It works to do the same thing that DocuSign does, but doesn’t have many of the bonus features or benefits.

However, the low price point is an excellent tradeoff.

If you need an e-signature application and don’t have the budget for a DocuSign account, SignWell is a great place to start.

You will have to learn how to make the document yourself and format it to be legal, but SignWell can help with encryption and allow you to sign the document wherever you would like.

2. HelloSign

HelloSign is another alternative to DocuSign.

It has a similar layout, with workflow options and an increasing number of users depending on the subscription.

However, HelloSign is owned by DropBox, which stores all the contracts and allows the company to function.

It’s a favorite amongst small businesses.

How Does HelloSign Differ from DocuSign?

HelloSign is more affordable than DocuSign but lacks many of the features that DocuSign offers.

HelloSign is set up more as an email automation campaign, with workflows and email reminders, and templates.

It advertises and provides the option for e-signing, but that is not the primary function.

Instead, HelloSign does a large amount of small business work.

If you need a workflow app that offers email automations as well as e-signing work, HelloSign is a great option.

However, if you’re just looking for e-signing and don’t need much else, HelloSign probably isn’t worth the price.

Who is HelloSign Best For?

HelloSign is best for small businesses that are looking for a way to organize their paperwork effortlessly.

HelloSign uses DropBox as a backup for all contracts, legal documents, and workflows, so you can access it from any computer.

As long as you have a DropBox account, you will be able to use HelloSign.

If you have a small business and need a little more than your average office planner, HelloSign is an excellent option.

It can help you focus your workflows and manage contracts all in one place.

3. PandaDoc

The final alternative is PandaDoc.

It is very similar to DocuSign and has many of the same features.

However, PandaDoc is focused on customer contracts instead of employee contracts and backs up its servers to Amazon’s servers.

This allows for increased security at lower costs. Here are the details on PandaDoc.

How Does PandaDoc Differ From DocuSign?

PandaDoc offers premade templates, fill-in documents, and customizable forms, much like DocuSign. It is a much cheaper option, especially for small businesses.

However, PandaDoc does have a specific focus. Instead of multiple types of forms that could be across all departments, PandaDoc’s forms are mostly customer-oriented.

Because of this, PandaDoc is extremely popular in customer service, sales, and other sales-type businesses.

However, the service doesn’t work as well for those trying to use the same service for hiring new employees, signing customer contracts, and creating deals with other businesses.

Who is PandaDoc Best For?

PandaDoc is best for businesses who are looking for a cheaper alternative to DocuSign and don’t need the extra security of DocuSign’s private servers.

For most businesses, PandaDoc’s backup through Amazon is an excellent option.

However, the more sensitive or private businesses might prefer a private server.

If you are a smaller business, a sales team, or looking to switch to a less expensive version of DocuSign, PandaDoc is a great option.

However, human resources and other hiring departments might not have the same amount of satisfaction with the PandaDoc templates.

Frequently Asked Questions

Here are some frequently asked questions about DocuSign and their answers.

Hopefully, they answer your questions and help you decide on e-signature software.

Wrapping Up

DocuSign is the oldest e-signature contract provider and remains at the top of the market.

Although it’s slightly more expensive than others in the market and could improve customer service methods, DocuSign remains one of the top choices for any business looking to sign online contracts and documents.

With this review, we discussed who DocuSign is good for, what makes it so excellent, and why we recommend it.

We also talked about some alternatives if you’re looking for a cheaper option.

Hopefully, this review answered all your questions about DocuSign and helped you make the right decision for your business.

It’s essential to ensure that everything is structured and organized when keeping track, creating, and managing your documents to avoid potential issues and for efficiency in your work environment.

So how can you manage and create content in one place?

Businesses usually utilize content and custom relationship management systems, especially if they have an eCommerce website.

Though, if you are interested in just managing documents, there is document automation software as well.

Several examples of these would be DocuSign, SignWell, and HelloSign. However, another reasonably popular solution to this would be PandaDoc.

If you are interested in document automation software but wonder if PandaDoc is right for you, don’t worry!

In this guide we will review its features, pricing, and more.

What is PandaDoc?

PandaDoc is a document automation software that helps manage workflow, sign documents, and create documents.

Its sole purpose is to share and edit documents with others online for efficient management.

One of the beneficial factors of using this for your records is that it also provides CRM and Zapier integrations, but that depends on what type of pricing plan you select for your business.

What is PandaDoc Used For?

As previously mentioned, PandaDoc is mainly used to handle, manage and create official business-affiliated documents.

Several examples of what you would use it for would be contracts, business transactions, and other types of content.

When using this software for your business, the central departments that usually utilize this to their advantage are HR, financing, and marketing.

They also use this for hiring potential employees.

How PandaDoc Works

How PandaDoc works is that its sole purpose is to convert physical documents into paperless online ones to make them easily accessible for those to view them.

Not only does it help organize your documents, it allows you to customize and edit them however you like with their drag and drop and template feature.

Also, if you are using this for contracts, it allows you to sign and approve these documents online to avoid having to complete them manually.

Notable Features of PandaDoc

PandaDoc ensures efficiency when utilizing its software for business-affiliated documents.

Here, we will go over several features it provides that enhance users’ content.

1. Templates

Templates are one of the primary features PandaDoc provides its users.

They offer a wide variety of templates to choose from, ranging from different categories.

This gives users the ability to customize, edit,  and create a document based on what the document represents.

So, if you are having trouble creating your document, this feature comes in handy.

2. Drag and Drop

This is another feature that benefits users when producing documents.

In comparison to the templates feature, it gives the user default options to drag and place into their document based on the category.

Another advantage to utilizing drag and drop is its ability to organize documents, making them easier to manage and keep track of.

3. Electronic Signature

This is one of the most critical features as it gives users the ability to sign paperless documents online.

Electronic Signature is mostly used for contracts so that any user can have easy access to.

One of the ways this is beneficial for businesses is that not only does it eliminate the hassle of producing physical document copies, but it’s also legally binding.

This also benefits teams to work in collaboration on a specific document.

4. Document Creator

Another beneficial feature that PandaDoc provides is its document creator.

Here, users can produce any type of document they want and manage other content.

This is ideal if you want to create business contracts, proposals, quotes, and more.

One of the advantages of utilizing this tool is that it works efficiently with both drag and drop, electronic signature, and templates.

5. Document Archives

This feature works in unison when using a document creator.

Once you have created your document, you can organize and reorganize them based on its categories.

So if you have to find a document, whether a contract or something else, it’s easily accessible, and you don’t have to waste time searching for it on your own.

Are There Any Minimum Requirements Necessary to Use PandaDoc?

Now, regarding the requirements to use PandaDoc, there aren’t any mandatory factors to consider.

However, if and when you create a contract, proposal, or other documents that require an eSignature, it must follow the ESIGN and UETA act.

Another factor to note is that, although it’s not mandatory, it is vital to have internet access and a device to work with.  

How Much Does PandaDoc Cost?

For its pricing plans, PandaDoc provides a variety of package deals to select for business documents.

One of the benefits of this software is that although it doesn’t offer a free trial for its services, it does have a free package plan.

• Plan #1 Free eSign: This plan features a mobile app, unlimited legally binding eSignatures and documents, and payments.
• Plan #2 Essentials: This payment package offers the same features as the free one. It includes templates, a drag-n-drop document editor, pricing tables, and full-time email and chat support.
• Plan #3 Business: This provides the same features as free and essentials. It includes a content library, CRM, Zapier integrations, custom branding, and more.
• Plan #4 Enterprise: This includes features from the previous pricing plans and offers user performance, salesforce integration, and content reporting.

Does PandaDoc Have an Enterprise Version Available?

PandaDoc does provide an enterprise version for its pricing plan.

However, unlike the other package plans, it doesn’t offer its price, so you would have to contact them for a quote.

Since this is for a large business or enterprise, you can figure out which features you are utilizing more.

Who are PandaDoc’s Main Alternatives?

PandaDoc ensures that your documents are managed and secured for your documents.

However, other alternatives achieve this.

1. DocuSign

DocuSign is a primary alternative to PandaDoc.

This software does provide the same features, especially with its main one being eSignature.

Another advantage they share is integration with Google Drive so that users can upload your documents into their accounts.

They don’t offer a free pricing plan, but they do have a 30-day free trial.

2. SignWell

SignWell is another option for document automation software.

Users also can scan and sign documents and create them in their accounts.

Aside from using it for business-affiliated documents, users can also use it for educational content.

For pricing plans, it does have the same starter payment of $10 and a free package plan.

3. HelloSign

HelloSign is another eSignature and document management software.

One of its most crucial features is its certification and security, which encrypts users’ documents and protects them.

Another beneficial feature is its audit trail, which keeps track of who edits what document and when they did it.

How Does PandaDoc Differentiate Itself From Competitors?

PandaDoc differentiates itself from competitors by providing an array of pricing plans and features for its users.

Even if their business is on a budget, users can still use their software for free.

This way, users can experiment to see if they want to purchase the other pricing plans for unlimited features.

Who is PandaDoc Best For?

PandaDoc is best for professional business companies that require software to keep track of their documents.

The sole purpose of this service is to manage, edit and create documents for users’ business.

Several examples include educational institutions, marketing and finance institutions, and law firms.

Why is PandaDoc Best For professional business companies?

PandaDoc might be best for this by keeping track of documents that deal with marketing strategies and analytics.

However, this is mainly used for an electronic signature and document automated service.

Is PandaDoc Easy to Use?

PandaDoc is an easy-to-use software for your business.

Once you establish a payment plan and your account, it does guide you through its top features.

Another note is that they also have a structured dashboard to navigate easily.

Depending on your package plan, you have access to full-time customer service if you are still having issues.

What Features Do Some Users Love?

Some of the features that they enjoy would be their template and drag-n-drop feature.

They love using the template feature because it gives them a default setting to work with so they can build off that specific document.

This way, users won’t have to worry about what to produce.

One of the ways users love the drag-n-drop feature is because of its ability to customize documents however they like.

It also lets the user edit and change what they want to.

What Features Do Some Users Find Frustrating?

Features that they find frustrating are its document creator and archives.

Users dislike the document creator because they cannot edit a document once submitted.

So, if they spot errors, they cannot go back and fix them.

Another disadvantage concerning this is that sometimes technical issues cause the viewers difficulty accessing new documents.

This prolongs the process of signing and reviewing them.

Frequently Asked Questions

Here are the answers to the most common questions about PandaDoc.

Final Thoughts

So, to review, what is PandaDoc? It is a document automation software used to keep track, manage and edit documents, primarily for your business.

Several of its features include templates, drag and drop, electronic signature, document creator, and document archives.

The majority of business departments that utilize this software to their advantage are HR, marketing, and financing.

For pricing plans, although they do not provide a free trial, they do offer a free pricing plan for their software.

Of course, if you want a similar software that provides the same features, there is also DocuSign, SignWell, and HelloSign.

If you have any questions or comments, please leave them down below.

We hope you enjoyed reading this article!

Data visualization tools like Zoho Analytics makes looking at data less tiring and more productive.

Regarding what software to choose, I look at affordability, accessibility, features, and scalability.

Zoho, therefore, piqued my interest as it managed to check every box I had and then some.

What Is Zoho Analytics?

Zoho Analytics is a data visualization and analysis tool.

It functions with the idea and purpose of allowing users to generate essential insights to make informed and accurate business decisions.

Zoho is a company that takes great pride in its software and puts most of its funds into making it as affordable and valuable to the public as possible.

Standing as a flexible and affordable data visualization tool for businesses of all sizes, Zoho continues to improve and impress everyone.

How Zoho Analytics Works

Zoho Analytics boasts about how using their software only takes three simple steps.

1. Important data
2. Create data visualization
3. Share and analyze insights

Data visualization tools should be simple.

Managers and business owners shouldn’t have to focus most of their effort on figuring out how to operate their software and data.

Fortunately, for business people who have no idea how to set up standard data reports, Zoho can do it automatically for you.

As a result, Zoho saves its users time and money. It’s as simple as that.

Zoho Analytics at a Glance

I’ll provide a brief overview for users who want basic information about Zoho Analytics.

Market Segment: Data visualization

Best For: Business people

Planning and Pricing:

• Free Plan
• Basic Plan: $24 per month
• Standard Plan: $48 per month
• Premium Plan: $115 per month
• Enterprise Plan: $455 per month

Notable Features of Zoho Analytics

While Zoho offers numerous features, I want to cover the most beneficial features that people will use.

Data Integration

One of the essential features of data visualization applications is proper data integration.

Zoho Analytics lets you connect many data sources, including locally stored files, cloud drives, local or cloud databases, popular business apps, and custom applications.

There are no shortages in the options you have regarding integration.

Popular applications like Shopify, Google Ads, Google Analytics, and QuickBooks all exist on Zoho.

Data Preparation and Management

Through their data preparation and management application, Zoho DataPrep users can cleanse and transform their data for more effortless and refined analysis.

Another feature lets you upload files from excel and use Zoho’s spreadsheet-style interface to get a better view of the uploaded data.

Their spreadsheet-style interface gives users a more manageable time translating raw data by organizing it and making it look presentable.

Visual Analysis

Creating data visuals with Zoho Analytics is a breeze, and users can pick up on it quickly.

Zoho Analytics has an easy-to-use drag and drop interface that makes the software intuitive and easy to use.

With this feature, you can create stunning dashboards with impressive data sets.

The visualization options Zoho presents are also impressive.

They give you options such as charts, pivot tables, KPI widgets, and dashboards.

With over 40+ charts to customize, you’ll always have more than enough options at your disposal.

Augmented Analysis

Zoho Analytics gives users access to their deep analytics feature.

This feature can interpret users’ data and auto-generate reports and dashboards.

Through deep analytics, the formula engine allows you to derive business metrics and capture and interpret KPIs.

You can also set data alerts to inform you of any drastic changes to your KPIs.

Additionally, deep analytics has a forecasting and predictive insights feature.

You can also use their intelligent AI to ask questions about analytics and insights to get better answers.

Collaborative Analytics

Sharing data with Zoho Analytics is very beneficial.

You can give colleagues and clients direct access to your analytics.

You can also customize their permissions and create comments to share insights on the data you’re viewing actively.

Additionally, there are options beyond sharing.

You can directly generate reports to share like PDF, Excel, HTML, CSV, and even an image file.

You can schedule when these reports are sent to others, giving you peace of mind with your deadlines.

Are There Any Minimum Requirements Necessary to Use Zoho Analytics?

Zoho Analytics offers a complete cloud-based experience and a personal and professional on-sight application for those who want that option.

Minimum Requirements

Here are the minimum requirements for their onsite installation version.

• OS: Windows 10 Ubuntu 18.04 LTS and above
• Processor: 1 GHz
• CPU architecture: x86-64, IA64
• Memory: 8GB
• Free Disk Space: 25GB
• Supported browsers: Firefox v40 and above and Google Chrome v40 and above

How Much Does Zoho Analytics Cost?

Zoho Analytics has one free and four paid user plans.

Free Plan

Users get unlimited reports, dashboards, daily data refreshes, limited augmented analytics, collaboration features, and essential support in the free Plan.

Basic Plan

For $24 annually, users get unlimited reports and dashboards, daily data refreshes, business app integrations, limited augmented analytics, extensive collaboration features, and access to class support.

Standard Plan

For $48 annually, users get everything in the basic Plan, with access to over 50 business app integrations and hourly data refresh rates, advanced storytelling, data security and encryption, and conversational analysis.

Premium Plan

For $115 annually, you get access to everything in the previous tiers, Zia insights, Analytics portal, activity logs, and premium support.

Enterprise Plan

For a starting price of $455 annually, you get the whole experience Zoho has to offer.

This deal includes access and assistance from Zoho, 50 million data rows, 50 users on one Zoho account, and unlimited private links.

The Zoho enterprise option is the superior experience if you want to get the best out of the application.

Zoho Analytics Promotion and Savings

There aren’t too many ways to deal and save with Zoho Analytics.

Investing in Zoho’s yearly Plan is your best option since you get 20% off your monthly place.

Does Zoho Analytics Have a Free Trial?

Zoho does offer a free trial for users. However, the free trial is minimal.

Does Zoho Analytics Offer Coupon Codes?

I wasn’t able to find too much information about Zoho Analytics coupons.

I saw some on google, but the avenues to claim and redeem them didn’t seem too tempting to try.

Does Zoho Analytics Have a Lifetime Deal?

Zoho does not offer a lifetime deal. It is entirely subscription-based.

Who are Zoho Analytics Main Alternatives?

Zoho doesn’t stand as the only data analysis tool on the market.

Its three leading competitors offer a variety of features that keep Zoho on its toes in the fight for the best data visualization and analysis tool.

Tableau

One of the most common data visualization tools on the market is Tableau.

Like Zoho, Tableau offers its predictive analysis tool but has more limitations than Zia can do for its users.

Tableau is seen by many as a complex and often confusing piece of software to use.

Zoho and Tableau aim to share insights through the visual representation of data.

The difference comes with how accessible Tableau is when put up against Zoho.

Looker

Looker is one of the most visually stunning tools on the market.

Looker focuses on optimizing businesses’ complete cloud-based strategy.

Users can deliver data seamlessly through multiple cloud providers while using features from every single one.

The downfall of Looker comes from its cost. It stands as one of the most expensive options for users.

The premium price people are willing to pay is well worth it for large corporations.

Unfortunately, for most small businesses, that pay-off isn’t there for them.

Domo

Domo is probably the most accessible data visualization tool, offering users an extensive catalog of over 150+ interactive charts, flexible data connections, and impressive collaboration features.

There is no real downside to Domo as an alternative to Zoho Analytics.

Both pieces of software offer an extensive catalog and aim to do the same thing.

Domo lacks AI-generated insights but more than makes up for it with clear visuals and affordability.

How Does Zoho Analytics Differentiate Itself From its Competitors?

Zoho offers automatic data analysis and historical snapshotting.

Zoho’s augmented analytics is unmatched as well.

The insights Zia offers help guide users to better and more informed decisions.

Additionally, the alternative to Zoho Analytics is costly.

Zoho Analytics works to be affordable for businesses and teams of any size.

The other competitive software doesn’t fall into the affordable category.

Zoho differentiates itself from its competitors by aiming to help guide business people to powerful insights and staying affordable at all tiers of service.

Who Is Zoho Analytics Best For?

Zoho targets business users who use it for standard data reporting.

Usually, Zoho benefits managers, IT, and finance-based departments of mid to large-sized corporations.

That doesn’t mean Zoho Analytics is limited to those specific business people.

Zoho is also valuable to small businesses with an emphasis on growing and optimizing their finances on a macro level.

Users can better organize their data and information to help their analysis and optimize their finances accordingly.

Why Is Zoho Analytics Best For Business Owners and Managers

The importance of data analysis may not always be as clear as day, but people are very visual creatures. When we visualize something, we understand it better.

Seeing numbers isn’t as impactful as seeing a cluster of data on a chart.

It’s about translation and interpretation, and Zoho Analytics is perfect for that job.

Clarity of data gives business people critical insight into how they handle essential business deacons.

Therefore, business people depend on visualization tools to help them make these decisions.

Is Zoho Analytics Easy to Use?

Zoho makes its software intuitive and easy to use.

I was astonished by how well they simplified their dashboard customization.

Not only that, but if you don’t want to customize the dashboard yourself, their AI will do it for you.

Even though the software is relatively straightforward to use, they do offer additional training.

Zoho offers an extensive catalog of guides on what you can do with their software and continuously update it as new features arrive and current features are adjusted.

What Features Do Some Users Love?

The lack of discussion around data security surprised me in researching software.

Zoho Analytics makes it a point to emphasize how secure your data is and what they do to ensure that security.

Zoho Security Features

With the Zoho Analytics cloud version, they continuously back up your data in their data centers and give you the option to periodically back up your data.

They also log every which users log in and from where, for how long, and what functions they accessed.

The security features Zoho offers to give users peace of mind that their data is secure, and when something goes wrong, they’ll have an easier time finding out how and who was the cause of it.

Zoho Visualization Features

The visual analysis features Zoho earns continued praise from its users.

Beautiful dashboards and impressive visuals make sharing and presenting data less hassle and more of an event.

The data that users can display is the main reason why Zoho earns so much praise.

Not only do dashboards look amazing, but making them is extremely easy with the drag and drop feature.

What Features Do Some Users Find Frustrating?

There are some features that Zoho has that aren’t exactly clear or intuitive for all users.

The main issues people voice aren’t really with the elements but mostly the process of learning how to use those features.

Zoho Calendar

One feature that users complain about is the Zoho calendar.

The issue users find with it is that the calendar doesn’t sync up with their Google calendar.

The calendar feature is lackluster and has strange limitations for such a simple feature.

Charts

Most users enjoy the vast selection of charts and data visuals, but the amount of customization you can do with them does seem to be limited.

User complaints specifically complain about how frustrating it is that chart customization is minimal.

What Zoho has to offer certainly gets the job done, but they can help users do more with their features.

Frequently Asked Questions

Here are two commonly asked questions regarding Zoho Analytics and its use.

Wrapping up

Zoho Analytics is easy to use, visually stunning, and a customizable experience.

The amount of adjustments users can make within Zoho Analytics is outstanding.

Zoho Analytics receives a very healthy recommendation from me.

Their excellent customer support offers extensive guides and resources to ensure you get the best out of their software.

You won’t struggle too much if you invest in this software.

No matter what industry you work in, you will benefit from the help of a service like Crisp Chat.

Crisp Chat is the business messaging platform that allows you to gather all your data and teams in one consolidated place.

Messaging is quickly becoming the business world’s best bet for communicating with current customers, attracting new customers, and retaining customers on the fence about whether or not to stay.

Crisp Chat is one way to seamlessly incorporate a messaging system for businesses looking to increase their customer communication, attraction, and retention potential.

What Is Crisp Chat?

Crisp Chat is a business messaging platform allowing business owners to communicate with their clients constantly.

With Crisp Chat, you can access resources for:

• Customer support
• Sales
• Marketing

What Is Crisp Chat Used For?

You can use Crisp Chat for any communication with your customers.

You can use Crisp Chat if you need cross-channel customer support, sales resources, or new marketing strategies.

The primary goal of Crisp Chat is to improve your customer’s engagement with your company, your product, and your mission as an organization.

Crisp Chat lets you speak directly with your customers by providing communication resources surpassing expectations.

How Crisp Chat Works

Crisp Chat is a live chat solution that helps businesses provide their customers with real-time assistance, answers, and communication of various kinds.

Crisp Chat works as a single-plugin application, so you don’t need any other plugins to add Crisp Chat to your business website.

This makes it a helpful resource that’s easy to use.

With Crisp Chat, you can retarget leads manually or automatically.

Depending on your needs, you can utilize Crisp Chat to get your customers engaged in your business and attract new customers with helpful, friendly communication.  

Notable Features of Crisp Chat

Crisp Chat stands out among other live chat solutions because of a few notable features that are worth discussing further:

1. Customer service app for mobile and desktop
2. Shared inbox capabilities
3. Status page
4. Chatbox
5. Knowledge base for instant answers

1. Customer Service App

The customer service application for mobile and desktop is one of the critical features of Crisp Chat that makes it such an excellent service.

Because the app is so compatible with various devices and platforms, you can take your customer service app with you no matter where you are.

2. Shared Inbox

Communicating with customers is an essential part of your business.

Keeping your communications organized and easy to find is the best way to ensure that you never miss out on an opportunity to answer questions or provide other support.

The shared inbox with Crisp Chat is one of the best ways to spawn collaboration and manage your business messaging inbox with little interference or interruption.

3. Status Page

When your customers need to get a hold of you, it’s hard to explain why there were technical issues after the fact.

With Crisp Chat, you have full access to a status page, allowing the public to see what’s going on with your system.

When there’s a problem, Crisp Chat can notify customers before they have to find out the hard way.

4. Chatbot

Businesses see all kinds of questions throughout their existence.

Some questions get asked repeatedly from various clients.  

When it comes to these questions, your time would be better spent if you had automated responses that could send out whenever a frequently asked question comes to your inbox.

Crisp Chat allows you to do that without losing the personal touch you want your conversations to have.

With the Crisp Chat chatbot, your customers will benefit from a casual environment that answers their questions and saves you time.

5. Knowledge Base

Another quick way to answer questions and help customers find the information and resources they need is Crisp Chat’s knowledge base software.

Self-service support is an increasingly popular means of gathering information.

Customers prefer to find answers for themselves, if possible, rather than speak with customer service.

The knowledge base software from Crisp Chat allows them to do precisely that.

Your customers can find answers to common questions and get helpful information by looking it up.

Are There Any Minimum Requirements Necessary to Use Crisp Chat?

There are no minimum requirements necessary for using Crisp Chat.

Whatever your business, whatever your industry, you can start using the accessible version of Crisp Chat immediately to improve your customer relations.

Because businesses are all centered around communication, you always need to optimize communication systems if you have customers.

Introducing a system like Crisp Chat is the easiest way to optimize your communication, save money, and reduce work for your staff.

With the Basic plan, you can try the software for free to see if it’s a good fit for you and your company.

How Much Does Crisp Chat Cost?

The pricing plans that Crisp Chat offers include:

• Basic: a free plan with limited services that you can use for the duration of your need.
• Pro: $25 per month, per workspace; ideal for early-stage startups.
• Unlimited: $95 per month, per workspace; includes 20 seats and works perfectly for businesses with large communication needs.

Crisp Chat offers price packages designed to fit the different needs of various industries.

Not all businesses need the Unlimited plan but would benefit greatly from a Pro plan that gave them access to more features and helped them grow their customer base.

Who Are Crisp Chat’s Main Alternatives?

Crisp Chat is one of the top-performing customer communication services currently available.

There are, however, a few significant alternatives that deserve discussing:

• GoSquared
• Tawk.to
• Intercom

1. GoSquared

GoSquared is a growth software designed to help your business reach its maximum potential with business and marketing automation, live chats, and other services.

GoSquared has a few key differences from Crisp, including the ability to trigger proactive conversations with a marketing automation feature that saves you time and still gets your customers the answers they need.

2. Tawk.to

If you want the best free live chat software available, consider Tawk.to, the platform that gives unlimited access to new agents while keeping your free account.

Using their live chat agents will only cost you $1 per hour if you need to migrate away from the automated chat responses.

Either way, Tawk.to is an economically friendly way to increase communication with your customers.

3. Intercom

Intercom is easily one of the most popular brands in the messaging space.

They offer a range of complex features that other companies can’t match.

The fundamental way that Intercom is different than Crisp Chat is that it offers a superior Enterprise Version that clients love.

How Does Crisp Chat Differentiate Itself From Competitors?

Crisp Chat has some notable competitors in the live chat solution industry.

However, Crisp Chat differentiates itself in a few key ways:

• They offer a free version with reasonable features that you never have to change
• Their customer service is highly professional and helpful
• The single plugin system makes installation headache-free

Who Is Crisp Chat Best For?

Crisp Chat is best for any business looking to improve customer relations through increased instant communication options.

Overall, Crisp Chat is especially useful for anyone in sales or marketing who needs to increase leads quickly and effectively.

Why Is Crisp Chat Best for Sales and Marketing?

Crisp Chat allows businesses instant access to all customers, old and new.

It also provides a way for companies to find new clients.

Sales and marketing depend on good communication.

With the Crisp Chat features, you can rest easy knowing your customers have the best communication experience possible.

Is Crisp Chat Easy to Use?

Crisp Chat is straightforward to use for business owners and customers.

It requires a single plugin, which makes installation simple.

What Features Do Some Users Love?

A few features that users love include:

• Chatbot: users value the instant answers to questions
• Basic Plan: having a free plan that you never have to change is a fan favorite

What Features Do Some Users Find Frustrating?

There are a few features that users find more frustrating:

• Limited filter search: searching for exact words within chats proves a little challenging
• Crashing: the mobile app is more prone to glitches, including random crashes

Wrapping Up

Crisp Chat is one of the leading communication software available for businesses.

Regardless of your industry, you can benefit from the services provided by Crisp Chat.

If you need to increase your customer communication, consider installing this easy-to-use platform that helps you communicate and manage the communications.

Have any other thoughts? Be sure to leave a review in the review section below to let us know your thoughts!

One of the benefits of having this, primarily if your business relies heavily on sales and marketing strategies, you want to acquire specialized software to keep track of your sales activities and deals.

So what CRM tools are available that you can utilize to your advantage?

Usually, when searching for CRM software for your business or website, you might encounter options such as Zoho, Freshworks Suite, and Zendesk Sell.

Though another example of this would be Pipedrive.

If you are interested in this CRM tool for your business, This guide will review its functions, primary users, pricing plans, and three alternatives.

What Is Pipedrive?

Pipedrive is a CRM software to promote sales and manage content for your business.

It strives to create an organized system to maintain your sales activities and deals.

Typically, this is popular for business and marketing teams.

What Is Pipedrive Used For?

This CRM software keeps track of deals, leads, and sales services.

Its use is for sales-related and data information.

This is if your business or website sells products or services.

This is a favored tool to enhance your marketing strategy.

How Pipedrive Works

Pipedrive is a universal CRM tool if you want to track and record your sales thoroughly.

It efficiently documents your analytics and other information such as deals, sales, and clients.

This software isn’t just for managing your business independently; you can also work on documents with your team.

Notable Features of Pipedrive

Pipedrive enhances your business sales by providing extensive information and data.

Here, we will review several features this customer relationship management tool includes.

1. Integrations

Integration is a primary Pipedrive feature.

It allows numerous applications and services to connect with its CRM software.

They integrate services such as Gmail, Slack, Zoom, Microsoft Teams, and other applications.

This is so your documents and data information are in one place.

2. Email Marketing

Email Marketing strengthens engagement activity between you and your clients.

It easily syncs client information to keep track of it.

Several uses it provides are templates, unsubscribe or send date, subscription status, and email bounce reason.

Also, it offers email analytics.

3. CRM Sales Management

This feature’s purpose is to track and record sales and data information.

It provides custom fields, colored cues, visual pipelines, and a drag-and-drop interface.

This ensures that users can efficiently view sales and deals processing and move through their visual pipelines.

4. Analytics and Reports Overview

The analytics and reports overview allows you to produce and manage reports based on your revenue, deals, activities, and sales.

Its simplistic dashboard design allows users to navigate and review key analytics quickly.

It’s not only helpful for you alone, but can be used to create and share goals among your colleagues or teams.

5. Document Recording

Document recording is one of the features offered in Pipedrive.

The benefit of document recording is that it keeps your documents and other data accessible.

You can work on documents from your Google Drive or Onedrive with integrations.

Thanks to their straightforward dashboard, you can easily navigate the documents you need to update or review.

6. Are There Any Minimum Requirements Necessary to Use Pipedrive?

There aren’t mandatory requirements to use this CRM tool.

However, if you’re using this for your business, you must consider two factors: stable Wi-Fi and a device to work with.

Having a solid internet connection for your content and a mobile or desktop device to work on is essential.

How Much Does Pipedrive Cost?

The cost of Pipedrive depends on what type of payment plan you choose for your business.

Those payment plans include the following:

• Pricing Plan #1 Essential: This is the starter payment package.
  It features lead and deals management, 3,000 open deal limits, customizable pipelines, custom fields, and more.
  It’s essential to note that the majority of features will be limited.
• Pricing Plan #2 Advanced: This payment package offers the same features as essential.
  It also has a 10,000 open deal limit, leads inbox, deal rotting, track communications, etc.
• Pricing Plan #3 Professional: This payment package offers essential and advanced features.
  There is no limit compared to the essential plan.
• Pricing Plan #4 Enterprise: This package plan offers all unlimited features of essential, advanced, and professional.

Does Pipedrive Have an Enterprise Version Available?

Yes! Pipedrive does have an enterprise pricing plan.

What’s beneficial about this is that while it has the features from the essential, advanced, and professional package, it gives you custom-based solutions based on your business’s priorities.

The other payment plans can be pricey, so knowing if the enterprise version is the right payment package for you is essential.

1. Zoho

Zoho is one of the primary alternatives compared to Pipedrive.

It does provide several features such as sales force automation, sales enablement, analytics, and more.

However, one of the advantages it offers that Pipedrive doesn’t is its integrations with social media marketing tools.

Unfortunately, this CRM software tool doesn’t provide a free pricing plan.

2. Freshworks Suite

Freshworks Suite is another similar CRM tool you can implement for your business.

This specialized CRM software is ideal for any company that produces a lot of outbound calls.

Several of its features include cloud telephony, email integrations, sales reports, contact management, and more.

For pricing, in contrast to Zoho and Pipedrive, it offers users a free package plan.

3. Zendesk Sales

Zendesk Sales also provides similar features to its users.

Several include offline mobile tracking, robust APIs, simplistic sales dashboards, and calendar integrations.

Compared to Pipedrive, it offers a 14-day free trial for its customers.

However, compared to Pipedrive, Freshworks, and Zoho, its starter pricing plan costs slightly more.

How Does Pipedrive Differentiate Itself From Competitors?

Pipedrive differentiates itself from its competitors by providing more diverse features to customize and manage sales information for your business.

With its easy-to-navigate dashboard, you can track and manage deals without the hassle of trying to understand complex information.

Who Is Pipedrive Best For?

Pipedrive is best for experienced web developers and sales professionals.

This CRM tool specializes in structuring sales information and data so that it’s easy to navigate and review.

By simplifying data, users can work efficiently without the complexity of having to find specific information, data, or analytics.

Aside from web developers and sales professionals, large CRM-oriented businesses and even real estate agents use this.

Why Is Pipedrive Best for Sales Professionals?

Pipedrive is best for sales professionals because it provides features for them to use for their business or website.

You can implement marketing communication to increase engagement activity and overall profits.

You can reach your target customers directly by utilizing its features like email marketing, integrations, document recording, etc.

Is Pipedrive Easy to Use?

Yes! Pipedrive is easy to use.

With its simplistic dashboard design, everything is organized for the user to easily navigate and select what they would like to work on or review.

Also, if you are using other applications, with the help of its integration feature, you don’t have to concern yourself with working on more than one application.

Another contributing factor, depending on your pricing plan, they provide full-time support if you encounter any issues or have questions.

What Features Do Some Users Love?

Some of the features that users love to implement into their business or website are email marketing and document recording.

One of the reasons why email marketing users love to incorporate email marketing into their work is that it easily syncs client information to keep records.

Another contributing factor is that if they are having trouble composing their emails, they can choose between a variety of professional templates or adjust a previous one.

One of the advantages of implementing the document recording feature is that it keeps your documents and other data information organized and ready to view.

With the help of integrations, you can work on documents from your Google Drive or Onedrive.

With their simplistic dashboard, you can easily navigate the documents you need to edit or review.

This way, you don’t have to work on two separate online tools and focus on one.

What Features Do Some Users Find Frustrating?

Some of the features that users find frustrating would be its CRM sales management and integration system.

One of the reasons why users have difficulty using their CRM sales management feature is its limited custom fields and reports.

Due to the lack of these services, adding any additional data is limited.

Without unlimited CRM sales, they will be unable to record any other vital information.

The primary reason why their integration system might be considered users’ least favorite feature is because of its lack of incorporating other forms of applications.

While they integrate Gmail, Slack, Zoom, Microsoft Teams, and more, they do not provide integrations for social media.

Suppose you are using CRM software for your business or website.

In that case, it’s essential to have all forms of integration, including social media, as it increases foot traffic and overall engagement activity.

Frequently Asked Questions

Wrapping Up

So, to review, what is PipeDrive?

It is a specialized CRM software to promote sales and manage content for your business.

Its features include integrations, email marketing, CRM sales management, analytics, reports overview, and document recording.

For pricing, they have an enterprise version and a 14-day free trial.

Of course, if you are interested in similar CRM software, there is also Zoho, Freshworks Suite, and Zendesk Sell.

If you enjoyed reading this article, please leave a comment or review below!

Working remotely and communicating with people worldwide means the technology needs to change accordingly.

That’s where SignWell comes in.

This service allows you to sign documents without any paper or pens.

What Is SignWell?

SignWell is a free tool that lets you digitally sign documents.

You can use it for legal documents, HR paperwork, and education forms.

In addition to allowing users to sign from any device, you can track files and get alerts about their status.

What Is SignWell Used For?

SignWell lets you sign documents without needing to print them off, sign with ink, and scan the paper back to digital format.

You’re able to use the cloud-based service to sign your name immediately.

How SignWell Works

Upload a document to SignWell’s site.

They accept a variety of file types, including:

• Word
• PDF
• Powerpoint
• Excel
• Pages
• Numbers
• PNG
• TIFF
• JPG

You can see from the list that the program accepts text documents and images.

This feature sets them apart from many other e-signature platforms.

The ability to sign an image is convenient, as well as not having to convert an Excel spreadsheet into a PDF for upload.

SignWell aims to streamline the e-signature process for all users.

So whether you’re using it for personal or business files, it will make things easier on you.

Notable Features of SignWell

There are many e-signature options online, but these features set SignWell apart.

1. Free Plan

Casual users will love not needing to pay to sign documents.

If you only create and sign three documents monthly, you never need to upgrade to a paid plan.

Instead of a free trial, there’s no limit to the length of your free usage.

2. Signature Options

You can create a signature by typing your name and choosing a font.

If you want to sign it yourself, you can use the mouse, trackpad, or touchscreen to enter your signature.

There’s no need for your recipients to create a SignWell account to sign your documents.

They can use any device, like a phone, tablet, or desktop computer, to verify their e-signature.

3. Editing Capabilities

You might think you can’t edit a document once you’ve sent it out, but SignWell allows it.

Update a file, resend it to the same recipients, or add someone new.

If anyone signs the original copy, they’ll get a notification to resign the updated version.

This alert protects you legally, so you can’t change documents that already have approval.

4. Check the Status

You can access your database at any time to check the status of a document.

You’ll see a list of all files with brightly colored labels such as:

• Draft
• Created
• Sent
• In Progress
• Completed

A quick look at your dashboard lets you know what you’re waiting on and what’s ready to complete.

5. Legally Valid

Signatures completed through SignWell are just as legally valid as signing a piece of paper with a pen.

The company complies with e-signature laws in the United States and other countries.

Are There Any Minimum Requirements Necessary To Use SignWell?

No, there are no minimum requirements to use SignWell because the company simplified the entire process.

You only need to access the website and sign into your account to create, send, and sign documents.

How Much Does SignWell Cost?

SignWell has a free option for users who rarely need e-signatures.

You can use the platform for free if you use one template and don’t create more than three documents a month.

Even with these restrictions, you still get reminders and notifications about your files, so it’s a great option for the casual user.

People who need more signatures can pay just $10 monthly for a personal plan.

They’re still the only sender associated with the account, as with the free version.

But with this plan, you can send and sign unlimited documents.

You only have five different templates, but you get advanced preferences compared to the free plan.

The business account is $30 a month and allows three senders, so the e-signature duties don’t fall to one person.

You can add extra users for $10 a month if you want your entire team to have access.

Other business plan features include unlimited documents and templates, custom branding, the ability to request attachments, and data validation.

You can save money by paying the annual cost upfront.

The personal plan goes from $10 a month to $8.

The business plan goes from $30 to $24 a month.

It’s worth paying in advance to get these savings if you know you’ll use SignWell frequently over the year.

You create an account with the free plan but aren’t charged.

If you want to upgrade your plan anytime, you can do so easily.

No contracts or cancellation fees exist, so you can stop using the program whenever you want.

Does SignWell Have an Enterprise Version Available?

Yes, SignWell has an Enterprise version.

You can contact them for specifics and work to build the exact plan your business needs.

SignWell Promotions & Savings

Using an e-signature service might not be something you’ve factored into your budget.

Looking for promotions and savings can help you choose to add this program to your day-to-day business functions.

Does SignWell Have a Free Trial?

SignWell offers more than a free trial—they have a free plan!

You can send and sign three documents a month without paying a penny.

You even get some of the perks of paid accounts, such as reminders and notifications about document due dates.

Does SignWell Offer Coupon Codes?

SignWell doesn’t offer coupon codes, but you can still save money with your subscription.

Pay for a year at a time and save 20% off the monthly price.

Does SignWell Have a Lifetime Deal?

No, SignWell doesn’t have a lifetime deal at this point.

But by paying for a year at a time, you’ll get a nice discount and not have to worry about renewing your plan for quite a while.

Who Are SignWell’s Main Alternatives?

SignWell isn’t the only e-signature software in the field.

Check out these three alternatives to see what best suits your needs.

1. DocuSign

DocuSign offers many of the same features as SignWell, so it’s the best equivalent.

However, you’re paying $15 monthly at DocuSign, which is $5 more than SignWell.

You also have to pay extra for template links, so you’ll end up breaking your budget in no time.

2. DocHub

DocHub limits files to PDFs, which means you have to take an extra step of converting a document.

It also doesn’t let you track or approve documents.

However, if you don’t mind giving up some features, you can save money with this service.

It’s only $7 monthly, while the equivalent SignWell plan is $10.

3. Adobe Sign

Adobe Sign is a name that more people know, but they’re charging for that recognition.

Their base plan starts at $15 a month, while SignWell is only $10.

They also don’t allow tracking or approval, so you have limited options at a higher price.

How Does SignWell Differentiate Itself From Competitors?

SignWell stands out because they have a solid free plan for casual users.

They’re also very upfront about their security.

Instead of promising that they encrypt links and have a secure SSL connection, they provide all the details for full transparency.

Who Is SignWell Best For?

SignWell is best for businesses because it simplifies the legal signature process.

You can quickly send a document and get an immediate response instead of mailing paper and hoping it doesn’t get lost or damaged in transit.

Why Is SignWell Best for Businesses?

SignWell simplifies the e-signature process so much that it’s crucial for businesses.

There’s no need to email a sensitive file and hope it doesn’t get intercepted.

Then there’s no hassle for the recipient to print, sign, and rescan the document to return it.

Is SignWell Easy To Use?

Yes, SignWell is incredibly easy to use.

You work directly from the website, so there’s no need to download software to all your devices.

You can access all your documents and notifications when you log in.

When you send files to other people, they can directly sign the document.

There’s no need to ask them to create a SignWell account.

This usability streamlines the signature process for your business.

What Features Do Some Users Love?

People love that you can ask multiple recipients to sign the same document.

There’s no need to send the file to one person, wait for them to sign and return it, and then send it along to the next.

You can send it to everyone and let SignWell notify users when it’s their turn to sign.

This process ensures you have just one document with all required signatures compiled.

What Features Do Some Users Find Frustrating?

The process of creating custom templates can be taxing.

You can design forms in Word or other programs and upload them to SignWell before adding signature boxes.

But sometimes, the file doesn’t come across correctly, or it’s a struggle to add the boxes where you want.

You also can’t organize the templates after creating them.

Frequently Asked Questions

You’ve learned a lot about SignWell’s features and plans.

If you need more information before committing to a subscription, check out the answers to these frequently asked questions.

Wrapping Up

SignWell is a safe and secure option to digitally sign various documents.

Access to a free plan gives casual users a chance to get what they need without paying for the service.

People with more documents going back and forth will appreciate the affordable plan tiers and all the perks they offer.

Knowing that they follow global laws means you can use this program to conduct business with people worldwide.

Do you use SignWell for your personal documents or business files?

Leave a review below to help other readers know if they should try this program.

DocuSign is a company aiming to eliminate the need for mounds of paperwork.

The days of stuffing papers into jam-packed file cabinets can stay in the past.

With DocuSign, everything is electronic and easy to store online.

Paper clutter is gone!

Businesses using DocuSign find joy in saving paper and keeping all their agreements digital.

What Is DocuSign?

DocuSign is an electronic paperwork organization software offering simple methods of managing agreements.

What Is DocuSign Used for?

DocuSign allows its users to successfully manage their paperwork and agreements in a safe, secure online environment.

DocuSign eliminates the need for piles of papers to negotiate deals.

DocuSign uses eSignature, which allows customers to sign documents electronically.

People can use DocuSign on phones, tablets, and computers.

The days of needing a pen and paper to reach a contractual agreement are gone.

How DocuSign Works

Users of the popular paperwork replacement need only sign up for the account plan that works best for them.

A user then creates a new project of documents, called an “envelope,” and will upload the paperwork to be signed.

DocuSign gives total power to the user to determine what goes where.

The user can indicate where signatures, names, dates, and other important information are needed.

The user then determines who will be the recipient of the document, and the system sends it out.

The recipient reviews and fills out their information into the document before sending it back.

Even if the recipient does not have an account with DocuSign, they will still be able to fill out, sign, and return the paperwork to the original creator.

Notable Features of DocuSign

DocuSign offers many features that stand out, but here are five that customers love.

1. Electronic Signature

The number one use of DocuSign’s services is to sign documents and paperwork electronically.

The eSignature solution gives employee productivity a boost by saving time and paper.

All parties involved may quickly complete and sign from anywhere at any time.

All signatures captured electronically are legally binding and permissible in court, should the need arise.

2. Authentication

DocuSign’s ability to allow clients to sign from anywhere comes with added security.

DocuSign allows creators to add authentication settings to ensure that the person signing the document is the intended audience.

Users can require signers to prove their identity through email address, access or SMS code, phone, or ID verification.

Any authentication steps the creator assigns will require completion by the client before document access.

3. Document Creation

DocuSign is compatible with all of the common file types.

Word documents, PDF files, slides, and spreadsheets from multiple programs will work with their interface.

Users can allow signers to do almost anything they wish with their documents.

Signatures aren’t the only feature.

Users can collect names, dates, company names, titles, and currency.

The document can collect comments from either party if needed.

DocuSign also allows the insertion of drawings or pictures.

4. Archiving

DocuSign allows users to create, send, and store paperwork directly inside the interface.

Users of the platform can download and store their signed documents in a separate location.

However, DocuSign offers the ability to store all agreements and other completed paperwork in their cloud.

This feature frees storage space on computers and external hard drives.

Users can access their former paperwork at any time in DocuSign.

5. Reports

For any company, data tracking is crucial to driving the business forward.

DocuSign gives users access to information such as the status of documents, recipient information, rate of completion, and more.

Overall the reports help customers understand how productive their business is using DocuSign.

Are There Any Minimum Requirements To Use DocuSign?

Anyone can use DocuSign’s services, as their basic plan is ideal for single users.

People can use DocuSign for personal or business-related services.

How Much Does DocuSign Cost?

There are quite a few options for pricing, depending on the intended use for DocuSign.

eSignature

The basic eSignature packages provide use for most of DocuSign’s features.

These packages are most common for user subscriptions.

Personal

The basic plan is offered at $120 annually (or monthly at $15) and includes the basic features.

These users can send up to five documents per month.

Standard

The Standard Plan is $300 annually (or monthly at $45).

The plan adds the ability to share documents with coworkers, add comments, view detailed reports, and include company branding on documents.

Business Pro

Business Pro is $480 annually (or monthly at $65).

This executive level adds additional authentication ability, bulk sending capability, and the ability to collect payments from signers.

Real Estate Use

DocuSign for Real Estate offers specialized services for real estate agents/agencies.

Real Estate Starter

This plan is similar to the Personal package in many ways.

Agents will be able to access all standard real estate forms.

The only requirement is for agents to verify their National Association of Realtors (NAR) membership.

DocuSign For REALTORS®

This plan is $240 annually (or monthly at $35).

This price is an exclusive rate for members of NAR.

This plan adds the same features in the Business Pro plan along with the ability to integrate zipForm® Plus.

NAR members can also enjoy REALTOR® logo branding in their documents.

Real Estate

This plan is $300 annually (or monthly at $45).

Surprisingly, this plan has all the same features as the former but excludes zipForm® or logo branding.

It may not make sense for agencies to utilize this plan.

API Usage Plans

Developers and those working with an application programming interface (API) have a few plans to select.

Developer

This plan is free of charge.

DocuSign offers this plan to developers wishing to test the platform’s features.

This plan allows developers to see if working with DocuSign is a good plan.

Starter

The Starter pack provides basic features for $600 annually (or $65 monthly).

Developers may create up to 40 envelopes per month, access unlimited templates, use additional authentication, and conduct transactions in multiple languages.

Intermediate

The Intermediate plan is $3,600 annually (or $450 monthly).

The plan tacks on the ability to embed agreements to a company’s website, add company branding to emails, and view real-time reports.

Advanced

The final developer plan is $5,760 annually (or $720 monthly).

The Advanced plan allows users to bulk-send agreements, create PowerForms for commonly-used forms, and access DocuSign Connect.

DocuSign Connect transports agreements back to company pages once they are signed.

Does DocuSign Have An Enterprise Version Available?

DocuSign offers a few added plans that require users to schedule a call with the company.

• eSignature Enhanced: Additional customizations added to the features from basic plans are available here.
• Enhanced Real Estate Brokerage Plans: This plan adds even more features than the top-level real estate plans.
• Enterprise Offerings for API Usage: Enterprises seeking additional customization and larger volume capacity are encouraged to seek more information.

DocuSign Savings & Promotions

In addition to the many plans and prices already offered, DocuSign does have a few ways to save money.

Does DocuSign Have a Free Trial?

DocuSign offers its eSignature plan for a 30-day free trial.

Does DocuSign Offer Coupon Codes?

DocuSign does, occasionally, offer discount/promo codes.

Users can access the codes above pricing plans on their website.

Does DocuSign Have a Lifetime Deal?

DocuSign does not offer a lifetime deal on its website.

However, users who wish to use DocuSign for the basic signing of paperwork may use the platform for free.

This option is unlimited but only allows for document signing, sending, and storing.

Who Are DocuSign’s Main Alternatives?

DocuSign has a few competitors on the market.

Here are the top three companies providing a similar service to DocuSign.

1. Acrobat Sign

Acrobat Sign offers many of the same features as DocuSign.

Users can sign documents electronically, add branding to emails and paperwork, and bulk-sending.

Acrobat Sign also integrates with leading corporations, meaning users can add the software to the programs already in place.

While Acrobat and DocuSign have many things in common, they may serve different audiences.

Acrobat Sign seems to be the best fit for smaller businesses.

They do not offer as many plans and features for their users as DocuSign does.

Acrobat Sign does not market itself specifically toward real estate agents either.

DocuSign would be a better choice for larger companies and enterprises.

2. HelloSign

HelloSign is another high-powered software for capturing electronic signatures.

HelloSign specifically markets itself as being a better option than DocuSign.

In addition to offering electronic signatures, HelloSign features mobile forms and online faxing services.

The company provides support teams for API users.

HelloSign provides more languages than DocuSign, and its most basic plan is free of charge.

However, they do not offer 24/7 customer service where DocuSign does.

Companies unsure of which option to choose would be wise to test both options.

3. signNow

signNow is yet another electronic service for signing paperwork and agreements.

signNow is unique from our predecessors because it markets itself to a larger audience.

The website offers methods of use in healthcare, education, government, insurance, construction, and others.

signNow offers fewer plans with more features than Docusign.

signNow is also a bit more affordable to use.

However, several of DocuSign’s features make it more marketable to specific audiences.

Components such as automatic placement, ability to modify documents, and workspaces make DocuSign the winner for best features.

How Does DocuSign Differentiate Itself From Competitors?

DocuSign markets itself as one of the more versatile options for electronic paperwork needs.

The company works to provide fast, secure, and easy-to-use software for the most basic or complex business needs.

Who Is DocuSign Best for?

DocuSign is best for businesses, corporations, agencies, or anyone who works with contractual agreements.

Why Is DocuSign Best for Contractual Agreements?

DocuSign has gone out of its way to make its product the stand-out choice.

The features offered are world-class and make business easy for all who use their services.

Is DocuSign Easy To Use?

DocuSign is easy to use.

Due to the product’s varying levels aimed at differentiated groups, DocuSign is the easiest choice of software for anyone.

What Features Do Some Users Love?

Here are two features that stand out as user favorites.

Transactions Anytime

DocuSign provides its software for 24/7 use.

There are no boundaries to when and where a person or business can use DocuSign.

Their mobile app is available on all operating systems, making it universal.

Reminders & Expirations

DocuSign will send reminders to all parties involved in agreements.

This feature gives a gentle nudge to the signer that they are running out of time to complete their paperwork.

If too much time passes, the document will expire, adding additional security to agreements.

What Features Do Some Users Find Frustrating?

Here are two features that may cause frustration for users.

No Edits to Documents

DocuSign allows users to edit tools specific to the platform.

However, users cannot alter the original text of an uploaded document.

The user must edit the source and then re-upload the revised version.

This process can be tedious and frustrating.

Levels of Support

DocuSign offers 24/7 support, but only if you pay for it.

Specific plans include all-day support, but not all of them.

Depending on circumstances, this may or may not be an issue.

Frequently Asked Questions

Here are the most common queries users have when using DocuSign.

Wrapping Up

DocuSign offers the world a high-class method of completing paperwork and agreements.

Businesses no longer require employees to stand at the copy machine for hours during every business deal.

DocuSign saves time and paper for everyone!

DocuSign is perfect for users with the most basic or complex needs.

Users will enjoy their catalog of options and ease of access.

As the world moves to more efficient means of accomplishing tasks, DocuSign is the proactive business partner everyone needs and deserves.

Please be sure to leave us a review in the review section below!