Integrations
DataScope & DocuSign

I know people who spend their entire day working with documents. They create documents, pass them along for signatures, and inevitably waste time on the back and forth of email—or even in-person meetings—to get documents signed. eSignatures might not cut out the back-and-forth emails, but they can definitely speed things up—and with DocuSign, you can build an entire signature workflow to ensure the right people get notified when documents are signed.DocuSign is an easy way to send and sign documents that makes paperwork easy to manage. You can send off documents and collect signatures—and then get notified when people have signed off on the documents you’ve sent.Read MoreIt works almost exactly how you’d expect. After you set up your DocuSign account, you simply upload your document to DocuSign. It can be a Word document, a PDF, a spreadsheet, or even an HTML web page.Once you’ve uploaded it, you can mark it up. You drag hotspots where signatures need to go into your document, and while you're at it, you can also add drop downs, text boxes, and even formulas to let signers select options on your document—perhaps to choose the plan they want from a proposal, or to add notes about a decision before signing a document. If you’ve ever used Adobe Acrobat, this will feel familiar—only this time it's in a browser with extra features. For instance, if you need to get paid for an invoice, say, you can even request payment from a document using DocuSign’s Stripe, PayPal, or Authorize.net integrations.Once you’re ready, you can send your document to the parties who need to see it. It’s easy to send a document to the person who needs to sign it, but also to the four or five other people who need to see the document but not actually need to sign it.Those people get an email requesting their signature. If they don’t use DocuSign, it doesn’t matter—they can still easily sign the document. They can directly sign the document on a touchscreen, or can type in their name to have DocuSign generate a signature automatically. And once they sign it, it arrives in your inbox and gets stored in the DocuSign dashboard where you can easily reference all of your signed files.If you send the same documents over and again, DocuSign can make your life easier with templates. Just upload a document, set up the flexible hotspots with variable text, and you’ll be ready to roll. You can then re-send that template document anytime you need, changing the flexible fields with the correct data but otherwise leaving the core document the same, a huge timesaver for standard contracts and forms.Wondering how many documents you actually sign each month? Reports in DocuSign help you catch documents that might have slipped through the cracks and see the results of all the “envelopes” they’ve sent over time. (DocuSign calls all your signature requests an “envelope;” it’s cute, but admittedly confusing.)It's far from the only online signature tool, but DocuSign feels like the complete package. It's simple to use, with enough tools to help you gather any info you need along with signatures, and options to reuse document templates so you don't have to repeat your work each time. It might not keep you from having to followup about signatures, but it will speed up your team's document work.