47 DocuSign Case Studies

Work for DocuSign? Claim This Profile
DocuSign Header Image

Headquarters

San Francisco, California

Industry

Computer Software

Case studies are helpful for understanding how similar needs may have been addressed by DocuSign.

FeaturedCustomers.com is showing 2 of 47 case studies. Browse this list to see how DocuSign has worked with different customers like LinkedIn and School of Rock.
Case studies are helpful for understanding how similar needs may have been addressed by DocuSign.

Find Similar Companies

Don't see enough reviews for DocuSign? Read reviews for other similar software companies.

Filter Customers

Company Size
Customer Industry

47 of 47 Case Studies

“With the click of button, the system creates a contract for you to send to a customer,” Frank says. “There’s no uploading into DocuSign. You just hit send and then it goes to the customer.” Not only is this process convenient—eliminating the requirement for salespeople to log onto another system—it also adds a layer of security into the process. “It is a non-modifiable, locked PDF,” Frank says. “That prevents anyone from creating their own documents and adding it into the system.” Perhaps most important to LinkedIn, however, is the added flexibility that DocuSign has given to capture data on the customer side during the contract signing process. “DocuSign is fast, easy and seamless. It removed the hassle getting a copy back to the customer, tracking data and knowing who approves what,” Frank says. “But the thing that’s really special is that it captures those terms that come up in the contract cycle that no one ever thinks about. Those terms are very important to a variety of d
photo

Brian Frank

Director, Global Enterprise Operations
Content Quality Rating
“With the click of button, the system creates a contract for you to send to a customer,” Frank says. “There’s no uploading into DocuSign. You just hit send and then it goes to the customer.” Not only is this process convenient—eliminating the requirement for salespeople to log onto another system—it also adds a layer of security into the process. “It is a non-modifiable, locked PDF,” Frank says. “That prevents anyone from creating their own documents and adding it into the system.” Perhaps most important to LinkedIn, however, is the added flexibility that DocuSign has given to capture data on the customer side during the contract signing process. “DocuSign is fast, easy and seamless. It removed the hassle getting a copy back to the customer, tracking data and knowing who approves what,” Frank says. “But the thing that’s really special is that it captures those terms that come up in the contract cycle that no one ever thinks about. Those terms are very important to a variety of d
photo

Brian Frank

Director, Global Enterprise Operations
Content Quality Rating
“DocuSign is the only way we could have added electronic signature to our existing e-commerce process in a way that was seamless to the customer, and branded School of Rock,” said Evan Trent, senior vice president of corporate development at School of Rock. “The DocuSign platform is so extensible that we didn’t need to change systems or business processes, making it was easy to build DocuSign into our existing workflow with very little development effort.” After a new customer completes online purchase via NetSuite’s e-commerce platform, the customer receives a School of Rock-branded email with a link to the School of Rock website. The webpage is a DocuSign PowerForm, which is a form within a company’s website that appears with the company’s brand, and fields in the form are auto-populated with CRM data gathered during the e-commerce transaction. There are different sets of forms for each product, such as day camp or overnight programs, and the web page with the PowerForm automatically
photo

Evan Trent

Senior VP Corporate Development
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

of the team’s favorite features is DocuSign’s seamless integration with zipForm, the team’s real estate forms software. “When I’m using zipForm I don’t even have to log in to DocuSign to send a contract for signature,” Garry says. “It’s all integrated with the software that we use every single day to write every single contract for our clients.” The competitive advantage of DocuSign also helps the team close more transactions. They can submit offers before anyone else, giving them a better shot at getting the house. This is especially valuable as the team increasingly finds itself in multiple-offer situations. “DocuSign is a great technology that makes it easy for us to provide real value to our clients.”
photo

Krisstina Wise

The GoodLife Team
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

prevented dealers from making their own revisions. “You either sign or you don’t sign,” says Machado. “There is no changing of the document. If you don’t agree with the terms, you can have a conversation with the sales team, but you’re not just going to mark up the agreement. The DocuSign system just doesn’t allow you.” While Machado likes to point out that Yamaha chose DocuSign with the customer in mind, he does not deny the unmistakable operational benefits to the company. Previously, Yamaha attempted to manually track the status of contracts in Excel spreadsheets—an onerous task considering each document being sent and received crossed about 50 touch points within just the Yamaha organization. DocuSign’s ability to integrate with Salesforce now enables Yamaha to automatically generate metrics on the documentation process, such as when the documents are opened and signed and how long they have been in the dealer’s possession. Additionally, the DocuSign solution also allows Yamaha to d
photo

Mike Machado

CRM Manager, Yamaha Commercial Audio
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Acteva is now able to generate a contract based on elements from a customer’s Salesforce data and the type of contract needed. According to Lemire, sales staff can quickly utilize drop-down options that auto-populate a contract and any necessary addendums. Once the contract is generated, DocuSign allows Acteva to easily route contracts for signatures to numerous parties within a customer organization simultaneously. This helps Acteva avoid the long wait times necessary for a physical document to play hopscotch across various decision-makers’ desk piles. Once that contract is signed, DocuSign also enables Acteva to route the document to internal sales managers for review and ratification, then to the necessary stakeholders who might also need copies to get the actual fulfillment work executed. Acteva has managed to create a mean-lean contract management lifecycle with DocuSign. The previously laborious process taking 30 minutes to generate and create contracts, now takes Acteva salespeople
photo

Ed Lemire

Executive Vice President, Acteva
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Alliant selected DocuSign to streamline its closed-end lending process while achieving high levels of member satisfaction and taking advantage of DocuSign’s integrated RSA ID Check for signer authentication. Members now undergo a knowledge-based authentication process, which requires a signer to answer identification questions that only the signer would know. As part of the streamlined solution, RSA ID Check is integrated with DocuSign, requiring no additional work from the centralized loan processing team. Working with Alliant’s core processing platform, Symitar, DocuSign uploads the documents from Symitar, automatically recognizes a template, and indicates where signatures, initials and other data are needed. This allows the closer to customize loan documents in minutes.
photo

Ericka Gorman

Project Manager, Alliant Credit Union
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Looking to assure compliance and eliminate the hassle of the process for its sub-producers, Aon looked into electronic signatures, ultimately selecting DocuSign over a competitor due to the ease of use, seamless integration with Salesforce, and the ability to use Drawloop to collect data into agreements.
photo

Sean Wylie

Aon Insurance
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

"The ability to synthesize DocuSign with Salesforce has been of significant benefit for Community Energy. As Community Energy employs Salesforce as its customer relationship management (CRM) platform, integrating DocuSign has produced a seamless workflow. Now contracts travel quickly from salesperson to customer to power supplier," Chilton says. Community Energy can also leverage the DocuSign integration to achieve a number of other business benefits. One of the primary benefits is in contract creation. By being able to draw up contracts using DocuSign codes and customer data already stored in Salesforce, Community Energy is able to cut down on data-entry errors. “You’re just extracting that information and plugging it into the agreement,” Chilton says. “DocuSign’s integration with Salesforce allows us to quickly generate documents and distribute them to the customer for execution and then get them moved on to the supplier to book the energy,” he says. “It immediately goes from the
photo

Scott Chilton

President & Managing Partner, Community Energy, L.P.
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

“As a result of implementing DocuSign, we now receive signed contracts back within hours instead of weeks,” said Manuel Hinz, head of corporate development at DailyDeal. The sales process has become much faster and more streamlined now using DocuSign, and there’s no paper needed. A salesperson prepares a contract with all the relevant information and sends it directly via DocuSign. When the salesperson and merchant are in the same place, the merchant signs the contract on an Apple® iPad®.
photo

Manuel Hinz

Head of Corporate Development, DailyDeal
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

ERA Colonial Real Estate had just started investigating electronic signatures when one of the company’s tech-savvy agents started using DocuSign. “We quickly saw that DocuSign would enable us to work smarter and provide higher service levels to our clients,” said Tom DeWine, President and Chief Operating Officer at ERA Colonial Real Estate. The fact that DocuSign is integrated with zipForm®, the form technology of choice for ERA Colonial Real Estate agents, made the decision that much easier.
photo

Tom DeWine

President and Chief Operating Officer
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

We’re always assured that every member signs and initials exactly where they’re supposed to—you never get a loan document back with a missing signature or initial. Plus, we don’t need to physically store paper documents anymore. Now everything is electronic and available immediately.” With the DocuSign electronic signature service, contracts are returned electronically, shaving days from the typical five-to-seven-day turnaround time with paper documents. In addition, DocuSign enhances compliance by preventing signers from sending back an incomplete contract. Moreno praises DocuSign for its ease of use and accessibility— regardless of geography. He shares how shortly after implementing DocuSign, the credit union was able to fund an auto loan for a soldier overseas.
photo

Larry Moreno

Vice President
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

would be running for four to five hours six days a week sending signed contracts to locations across Europe and Asia.” “We knew that printing, faxing and manual signing processes were not going to be able meet our requirements for speed or scale up to handle hundreds of contracts per week,” says Harden.
photo

Gene Hardenv

Director of Lodging, Expedia
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Now using DocuSign for Salesforce, Halfords has achieved real results: a streamlined and enhanced Cycle to Work experience for employees and faster processing of paperwork for all parties, so that employees can obtain their bicycles faster than before. Through the online application, an employee opts to access a bicycle which best suits their requirements and budgets. This action automatically produces an agreement, which the employee DocuSigns. Using DocuSign’s workflow and routing features, the document automatically progresses to the employer for approval, and the final, signed document is stored in Salesforce. Steps that previously took days through post now take minutes. “Using DocuSign is helping us at Halfords to provide products to consumers more quickly and easily, often within just a few minutes,” said Charles Ashwell at Halfords. “The experience for employers is significantly improved as well, because they no longer have to physically move paper about the office and can approve
photo

Charles Ashwell

Halfords
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Since implementing DocuSign, ICCU has accelerated loan signing. “DocuSign helps us close loans faster and begin accruing interest sooner,” said Camille Montgomery, business systems analyst at ICCU. What’s more, DocuSign was valuable for the credit union’s compliance with the 2010 regulatory changes regarding overdraft protection. The changes meant that ICCU needed all members to opt in or out of overdraft protection—even members who had previously opted in. DocuSign made what would have been a paperwork nightmare into an easy, fast, member-friendly experience. Partnering with the DocuSign account manager, ICCU strategized to use DocuSign to handle the opt-ins, with a goal of getting 20% of members to DocuSign. Because most members had never signed an electronic document, ICCU sent postcards alerting members of important documents coming via email for signature. Then, ICCU used a batch process to send the overdraft documents via DocuSign. Using integrated signer authentication, ICCU verified
photo

Camille Montgomery

Business Systems Analyst
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

quickly creates her clients’ documents and uses DocuSign to obtain their eSignatures. Her clients receive an email notification, adopt a signature and return the completed forms within minutes. It’s fast, easy to use and secure. She no longer has to track down clients for signatures or missing initials on a document. Alert is also relieved that her client’s information is safeguarded throughout the transaction as DocuSign automatically encrypts her documents. Using DocuSign to be the “first to the finish line” has proven successful for Alert and her clients—both locally and abroad. “In this market, you have to be on top of it—if a buyer finds a property, you act now or you lose it,” continues Alert. “I tell my clients not to worry, do what they were doing and just keep an eye on email. Then I do the paperwork and send via DocuSign. Within minutes, the documents are eSigned and returned. It’s not unusual for me to close a great deal in hours with DocuSign—even on a Saturday
photo

Nancy Alert

Principal, Nancy Alert & Associates
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Once she started using DocuSign electronic signatures, Tina saw quick results. She was able to save valuable time in creating contracts and routing them for signature. Now, 13 of the 20 agents in her brokerage use DocuSign, and they even use DocuSign for all internal documents that need signatures, such as independent contractor agreements. In fact, in 2010, DocuSign was involved in approximately 40 closed transactions through Tina Merritt. In 2011, that number is on track to be well over 100. Tina uses DocuSign in every possible opportunity. “It’s inconvenient for investors to come to the office or wait around by the fax machine to sign,” Tina says. “Now we don’t have to worry whether someone has received a contract. We know who’s signed it, and whether we need to call a client to say, ‘Go check your email.’” Each agent who uses DocuSign saves about three to four hours per closed transaction—as well as eliminating 30 to 40 miles of driving and saving 60 to 75 printed pages. DocuSign help
photo

Tina Merritt

Nest Realty
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

PEI investigated electronic signature providers and chose DocuSign for Salesforce because: • DocuSign for Salesforce, specifically designed for Salesforce CRM, offers unparalleled simplicity and ease of use. Only DocuSign for Salesforce offers the unique ability to select a document to “send” for electronic signature from either the user’s desktop or within Salesforce. • DocuSign for Salesforce demonstrated better built-in logic. DocuSign’s conditional fields allows signers to answer from a drop- down field or click a radio button and that answer automatically defaults to the next appropriate question in the sequence. DocuSign conditional fields expedite the signing process. • Using the DocuSign API, it easily integrates with other leading document management applications, thereby avoiding expensive software integrations. Plus, DocuSign offers an easier interface than any other competitor.
photo

Craig Petz

Vice President, Petz Enterprises
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Since the company signed up with DocuSign, every agent using it has become a devout fan. “Our agents save more money in gas every month than the cost of DocuSign, and they get more done faster. It’s an efficient and effective use of their time and money,” Nelson says. “Agents value DocuSign’s total package of convenience and time savings, particularly when clients are out of the country or not close enough to visit,” adds Nelson. “Top producing agents use DocuSign and they do the lion’s share of business,” Nelson explains. DocuSign has also helped Prudential Gary Greene grow faster, increased agent morale and aided in agent retention. “Agents love the time-savings, the convenience to them and their clients and the money they save on gas,” Nelson says. “The name DocuSign has become the household word for eSignature,” Nelson says. “My agents never say eSignature system – it’s always ‘DocuSign.’ That’s true of clients, too. DocuSign is a universal name because no other elec
photo

Toni Nelson

Prudential Gary Greene
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

After using DocuSign’s eSignature services for just a few months, Connors was pleasantly surprised. “I’ve had customers contact me after signing our contracts and they said — unsolicited — that this is a very cool process.” In addition to ensuring a high degree of customer satisfaction, Real-a-Save benefits by locking out the competition by closing deals so quickly. By allowing the team at Real-a-Save to save time and become more efficient, its real estate agents can now spend more time working with their customers instead of focusing on administrative tasks. As a former high school science teacher, Connors had another goal in mind when starting the company. “I was determined to create a company that was environmentally friendly, and one of our goals was to become a paperless company. By using DocuSign I can’t remember the last time I bought paper or even used a fax. In short, DocuSign is a match made in heaven for us.” Real-a-Save now promotes its paperless cost saving initiative as a
photo

Bob Connors

Founder & CEO, Real-a-Save
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

The DocuSign service has come to the rescue, reducing the signing time from “a few days to a few minutes,” Harrington says. “The quicker we can get the reservation confirmed, the better for our owners. They don’t have to worry about the reservation dropping off. Our owners love it because they can see a confirmed reservation on their home a lot quicker than they normally would.” Owners can now reap an additional benefit by using DocuSign. For the first time, Resort Realty has begun digitally delivering annual renewal contracts to owners. Once owners electronically sign the contract, Resort Realty can approve the next year’s rental rates, allowing the company to announce availability on its Website so vacationers can jump start booking for the next vacation season. The 35-employee company is now working with DocuSign to integrate the e-signing service with their customer management software. Currently sales agents perform multiple steps before being able to electronically deliver the lease
photo

Michael Harrington

CEO, Resort Realty
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

With DocuSign, Nelson has succeeded in creating a calm and controlled buying process. Mounds of paper only intensified her clients’ anxiety level. DocuSign provides an orderly, organized transaction experience that allows Nelson’s clients to maintain equilibrium from house hunting to house warming. “DocuSign has changed my life. I can’t imagine doing business without it,” says Nelson. “My clients love the convenience. Sometimes a buyer can make more than 20 offers before one is accepted. That means signing hundreds of pages at least 20 times! With DocuSign, it’s click, click, click and you’re done.” Nelson credits DocuSign with giving her more freedom—from paper, faxing and wasting time. By leveraging the Internet, Nelson notes that she and her clients can write, sign and submit an offer without being in the same state. With DocuSign, clients are rarely aware that Nelson is out of town for a speaking engagement or training. She says that DocuSign also provides a much more polished and pro
photo

Tara Nicholle Nelson

MA, Esq., REALTOR Owner, REThink Real Estate, San Francisco Bay Area
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

forms and processes, and can easily route documents for signature by multiple signers. Because all signed documents are stored securely on the DocuSign Global Network, RightSure benefits from automatic document backup, even while it also stores the completed documents within its internal systems. RightSure is very happy with the brand experience provided by DocuSign. The company has customized all DocuSign communications with the RightSure brand. “There’s a wow factor of a small company providing such a customer-friendly technology like DocuSign,” said Arnold. “It’s an appealing look, providing a personalized, private experience. That says a lot to a client about what kind of service they can expect from RightSure.” RightSure agents can use DocuSign to send a document to a client in less than a minute using forms templates that help accelerate the company’s business processes. Agents don’t need to remind prospective clients to sign—DocuSign sends automatic reminders and can automatically
photo

Jeff Arnold

President, RightSure Insurance
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Shannon now closes three of four transactions using DocuSign, saving two to four hours per transaction. As she posted on her blog, “Gone are the days of driving to meet your clients to pick up documents. No more printing and faxing of the contracts. It’s simple, it’s easy, and it’s life changing.” DocuSign’s mobile apps add an extra punch that helps Shannon win clients. “DocuSign saves clients’ time and stress from having to be in front of a computer to print, sign and scan back,” Shannon says. “We don’t have to have both signers in the same place at the same time.” To speed the process, she uses DocuSign templates that are preformatted and marked where every party must sign. “I used to manually highlight every place for signature, and even then, sometimes people would miss a spot,” Shannon says. “Now I can get a contract ready in just a few minutes.” Visibility into contract status provides further important benefits. Shannon now gets notifications of document signings on her
photo

Shannon King

Schoolhouse Realty
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

After learning about DocuSign at a National Association of REALTORS® conference, Tim determined DocuSign provided the features he needed to finally automate the “last mile” of the offer process.
photo

Tim Dunham

Tim Dunham Realty
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

The need to solve an urgent business problem sometimes drives technology solutions. Such was the case when Worldspan regional sales manager Ron Mosher had to get more than 100 customers to sign documents ahead of a major rollout of Web-based services. Mosher met his deadline by signing up for the DocuSign eSignature service, and within a few hours had the signatures he needed—a process that would have taken days or weeks using faxes or overnight mail. Based on DocuSign’s success in his business unit, Mosher presented DocuSign to other groups within Worldspan. Almost immediately, Pat Hochstein, vice president—North American Sales, adopted DocuSign for Worldspan’s Enterprise sales group in North America. The team found that any document they could print could be sent just as easily to DocuSign for a customer’s signature.
photo

Pat Hochstein

Vice President
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

“Before, if you were missing a signature, you had to send it back,” says Mangold. “That’s the joy of DocuSign. The member signs and initials it exactly where they have to—and it’s not finished until they do. You’ll never get a packet back with a missing signature.” With the digital DocuSign solution, most contracts are returned electronically in less than a day, compared to the lengthy turnaround time with paper documents. In addition, the DocuSign solution prevents signers from sending back a contract prior to being complete. This was a “big sell to the lending department,” she says. TTCU compliance officer is a fan as well. TTCU employs ID verification in their loan eSigning process, which has enhanced compliance. TTCU’s compliance officer, formerly of the National Credit Union Association (NCUA), is pleased with DocuSign’s audit trail and authentication. “Getting the loan on the books, based on your average loan size, just a day earlier pays for the DocuSign service,” says Mang
photo

Cassie Mangold

Director of Consumer Lending, TTCU
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Twiddy and Company accepts thousands of vacation reservations through its Web site. Every morning, administrative staff manually print, stuff and mail paper vacation rental agreements. Similarly, there was also considerable manual labor involved in processing returned agreements and scanning signed contracts into an electronic filing system. Twiddy needed a less repetitive, less costly and less time consuming solution.
photo

Laura Carver

Chief Technology Officer, Twiddy and Company
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

increased the speed at which the company does business. “One key benefit is that each document is automatically dateand time-stamped, which provides us with a full audit trail and shows us who has reviewed and signed the contract,” said Moroney. Since AssurX began using DocuSign, the time needed to return a fully signed contract has been reduced from three to five days, down to an average of just one. “DocuSign has made the process of engaging with the customer smoother, and improved the sales team’s work,” said Moroney. “It’s an easy process to put the contract into DocuSign, direct it to those who need to sign it, and it’s auto-pilot after that. DocuSign has allowed us to deliver our software and services faster and meet our internal criteria for processing orders. It’s also improved our cash flow because orders are being established promptly.”
photo

John Moroney

Vice President of Sales, AssurX
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

DocuSign has reduced the time spent per quote per account executive by 10 minutes. In addition, DocuSign has helped salesforce. com move from an average of two days to close a deal, to 90% of deals closing in one day and 71% of deals closing in one hour. Salesforce.com’s use of DocuSign to replace manual processes goes beyond signatures. Signing authority is now verified using DocuSign’s integrated authentication. For payments with check or wire transfers, customers can create and complete add-on orders completely self-service thanks to DocuSign.

Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Founded in 1802, DuPont Crop Protection puts science to work by creating sustainable solutions essential to a better, safer, healthier life for people everywhere. Operating in approximately 80 countries, DuPont offers a wide range of innovative products and services for markets including: agriculture, nutrition, electronics, communications, safety and protection, home and construction, transportation and apparel. The mission of the DuPont Crop Protection division is to enable the production of safe, high-quality and abundant food and feed crops by providing farmers, retailers and advisors with products and services that best meet their needs. To fulfill this mission, DuPont Crop Protection specializes in providing global herbicide, fungicide and insecticide products for grain/specialty crop sectors and forestry/ vegetation management.

Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

DocuSign provided a hands-on support team as the solution rolled out to the facilities. “In launching a new technology, it’s important to have support readily available,” said Teardra Pedersen, CRM Analyst at Extra Space Storage. “While the implementation was super easy, DocuSign has been there for us all the way.” Now with DocuSign, every Extra Space Storage location has reduced its paper use from a box of paper per month to a single ream. Customers simply sign in-person with DocuSign, using a customer- facing computer screen. The process of signing the contract previously took 30 minutes, requiring a manager to review the paperwork and point out any missing signatures or initials. According to the manager of one facility, “So far with DocuSign, the longest rental took about 10 minutes. DocuSign is easy, and customers love it.” With 21 different leases that vary according to state law, Extra Space Storage values DocuSign’s integration with Salesforce and its PowerForms feature. Salesforce

Teardra Pedersen

Extra Space Storage
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Leigh and her team are incredibly happy with the results. “Using DocuSign’s eSignature technology has allowed us to stay ahead of the competition and position ourselves as an advanced real estate firm. This technology has freed us up to focus on more client-facing activities and improve our customer service. It’s a huge bonus for both my team and our customers,” continues Brown. Leigh and her team have seen a number of benefits for both themselves and their customers. First, especially when dealing with corporate relations, time is of the essence. Using DocuSign has reduced the time it takes to print, mail or fax, sign and re-send documents from 7 to 10 days to less than an hour. Second, with customers mainly coming from out of state and different time zones, using DocuSign has cut down on the stress level for both the agents and the customers since the process is so quick and easy. Third, DocuSign is a safe, secure and 100% legal method of signing contracts. Sending sensitive financial

Leigh Brown

Partner/Broker, RE/MAX Signature Properties/Leigh Brown & Associates
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Since AssurX began using DocuSign, the time needed to return a fully signed contract has been reduced from three to five days, down to an average of just one. “DocuSign has made the process of engaging with the customer smoother, and improved the sales team’s work,” said Moroney. “It’s an easy process to put the contract into DocuSign, direct it to those who need to sign it, and it’s auto-pilot after that. DocuSign has allowed us to deliver our software and services faster and meet our internal criteria for processing orders. It’s also improved our cash flow because orders are being established promptly.”

Frank Levell

Director of Core Initiatives
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

According to Geoff Huetten, branch manager of the Puyallup, Washington AHMCC office, loan customers were requesting a more rapid pace in the mortgage process. “Speed is everything in our business,” says Huetten. “What customers used to expect to complete in 1-2 weeks or a month, now needs to close in days.” Complicating this process was the traditional, paper-based application process in which AHMCC staff would fax or courier loan packages to clients, and then wait days for the signed packages to be returned. This obviously hindered the office’s ability to close deals quickly, and also posed a risk of the customer shopping around for another broker.

Geoff Huetten

Branch Manager, AHMCC
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

By enabling simple, secure sharing and collaboration from anywhere, Box is has grown to 11 million users, from individuals to small businesses to the Fortune 500. Box implemented DocuSign as part of its Salesforce-powered sales process, resulting in significant time savings and customer satisfaction—all with a scalable solution.

Matt Norton

Sales Engineering Manager, Box
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Since ISPFCU began using DocuSign, ISPFCU has seen dramatic improvements in customer convenience. Currently, 99% of all ISPFCU’s loans are now signed electronically, including mortgages, home equity, home equity lines of credit, overdraft protection, share, Visa and new and used auto loans. Combined with their automatic online account opening and funding service, members no longer need to visit the branch. In addition, the members have less exposure to ID theft because of the reduced number of paper documents which are sent via the mail. The speed of the electronic signature and loan process really impresses our members said Rebecca Delich, ISPFCU chief loan officer. “Everyone would rather sign electronically.”

Rebecca Delich

Chief Loan Officer, Illinois State Police Federal Credit Union
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Virtual Radiologic (vRad) offers a cloud-based radiology practice to more than 2,700 medical facilities, reading 7 million studies per year. vRad acquired NightHawk in 2010, expanding its ability to deliver leading technologies and fast interpretation to its clients to ensure accurate diagnosis and treatment for their patients. NightHawk chose DocuSign and slashed turnaround time by more than 15 days per document. Since acquiring NightHawk, vRad has continued using DocuSign to maintain the convenience, speed and increased visibility.

Katie Kay

Applications Specialist, vRad
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

The 360networks sales process includes non-disclosure agreements (NDAs) that are signed by the prospect. Before the sales process can progress, an NDA needs to be completed and submitted. 360networks' NDAs was error-prone. Deals were getting hung up because the NDAs were the wrong version, inaccurate, incomplete or lost. As a result, the sales process would be stalled, causing frustration internally and externally. Extending the sales process also postponed turning a prospect into a paying customer—critical to the company’s revenue stream. With five to ten deals each week, the NDA process had become a significant and costly problem.

Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

e-signing. The documents can be accessed through a computer or any Web-enabled mobile device. The applicant adopts an electronic signature and is guided through the e-signing process. Once completed, an email notification is sent to both parties with a link to the final executed document. The result is a legally binding, fully ESIGN-compliant employment application supported by a comprehensive audit trail. Since the documents are digital, filing and storing completed applications for the required seven years is easier and hassle- free—eliminating any physical footprint. “DocuSign is the global standard and we’re delighted with the results we have received,” says Masin. “We’ve seen 100% growth in applications over prior year and a 129% increase in revenue for the first half of 2010. Much of this is attributed to the efficiencies we’ve gained using DocuSign. I’d recommend DocuSign to anyone wanting to enable technology to reduce costs, streamline operations and increase revenue—it worked f

Kate Masin

Alliance Staffing
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

As a conservative financial organization, Bellco decided to take its deployment of DocuSign slowly, says Klassen. The first step was to create a pilot program of 20 unsecured business loan contracts. When 20 out of 20 members came back with rave reviews for the system, the lending department was given the green light to roll out to all unsecured business loans and then all unsecured consumer loans. Once all unsecured loans were successfully running through the DocuSign e-signature system, Klassen saw a big opportunity to deploy it also within the process of loan modification of existing vehicle and home loans. The liens are already perfected on these loans, and DocuSign allows lending personnel to send out loan modification contracts electronically.

Ryan Klassen

Director of Lending Services, Bellco Credit Union
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

With DocuSign, not only was Jim’s firm was able to truly go paperless but also simplify the signing process, enabling clients to complete it in minutes. DocuSign ensures every required initial or signature is obtained. And if a client hasn’t responded, the automatic reminders help drive completion.

Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

Drawloop’s core offering is its document automation technology. But according to Jim Roberson, co-founder and president of Drawloop, the company needed a final piece of the puzzle to enable the full cycle of contract management. “You might automate your quote, your proposal, your marketing collateral and so on during the sales process and none of that—with the exception of maybe an NDA at the beginning of the process—typically needs an executed signature,” he says. “So you’ve done all of this automation, but when you get to the last step of the sales process, which is how you get paid and how you close business, you’re missing a key element of the automation if you don’t offer that electronic contract execution at the end of that process.” Drawloop looked for a technology partner that not only allowed it to integrate that contract element puzzle piece into its solution for customers, but also for internal Drawloop use as well.

Jim Roberson

President & Co-Founder, Drawloop Technologies, Inc.
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

ure.” The solution also offers granular administrative controls, which were a selling point for EDGAR Online, Morgan says. Through DocuSign’s ability to integrate with Salesforce, EDGAR Online’s customer relationship platform, Morgan can customize contract templates with access and privilege rights that determine who can view them. Morgan says the solution has provided a huge management boost to both her and her sales staff, who cater to thousands of customers, including charities wanting to mine financial data in search of new contributors. “I can upload the templates from DocuSign to Salesforce,” she says. “You used to have to go in and create these templates and then upload them and go through the hassle. And from a user’s perspective, it’s easier because you don’t have to go looking for a copy of the latest contract. You don’t have to leave Salesforce to send out a contract.”

Tressa Morgan

Sales Operations Database & Client Support Manager, EDGAR Online
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

As a financial services company, EFA Processing works with a wide variety of customers and partners to help consumers consolidate debt. The company routinely mailed large volumes of documents and contracts to customers to help close transactions. Customers were burdened by having to print, sign, fax or courier contracts back to EFA Processing for processing—all of which added to the time needed to complete the transaction. This time-consuming process took several days or even weeks to close transactions. More importantly, the lag-time to finalize the paperwork allowed competitors to capture potential customers. “We would probably get back 35-40% of the contracts that we sent out, which already was pretty good considering that many companies in our industry get less than 20% of their contracts signed and returned,” said Paul Boyd, executive vice president at EFA Processing. EFA Processing wanted a cost effective service that would close the sale faster and generate revenue sooner, while

Paul Boyd

Executive Vice President, EFA Processing
Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

DocuSign® is changing how business gets done by empowering more than 100,000 companies and more than 50 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device with confidence. DocuSign replaces printing, faxing, scanning and overnighting documents with the easiest, fastest, most trusted way to make every approval and decision digital. Organizations of all sizes and industries are accelerating contracts, approvals and workflows with DocuSign’s Digital Transaction Management (DTM) platform and eSignature solution. DocuSign keeps life and business moving forward.

Content Quality Rating

Upgrade your vendor profile to unlock all your customer success content on FeaturedCustomers.com

xRM initially implemented DocuSign from the DocuSign web console, which let xRM’s sales team start DocuSigning immediately to accelerate the process of getting agreements completed. “Then we realized that we needed to configure the agreements with information that was already stored in CRM,” said Owen Scott, chief information officer at xRM. “We decided to use the DocuSign API tobuild an integration tool that could access the data in CRM and allow us to send DocuSign agreements directly from our CRM system quickly and easily.” While xRM’s initial implementation of DocuSign accelerated the signing process from days down to one hour; the integration of DocuSign with Microsoft Dynamics CRM accelerated the end-to-end process to just a few minutes, providing even greater ROI. “The DocuSign API was extremely easy to use, with plenty of code samples available,” said Scott. “Their developer team offers excellent support, and we were able to create a powerful integration with a well defined process

Owen Scott

Chief Information Officer
Content Quality Rating

We monitor all 47 case studies & success stories to prevent fraudulent case studies & success stories and keep all our case studies & success stories quality high. We only post case studies & success stories verified by the vendor. Verified case studies & success stories require that customer is an actual user of the product.