DocuSign is The Global Standard for Digital Transaction Management. DocuSign helps more than 100,000 companies across nearly every industry and department make their digital transformation by putting an end to the paper chase. More than 50 million people in 188 countries turn to DocuSign to manage their most important transactions—digitally. DocuSign's DTM platform supports legally compliant signature processes tailored to meet requirements globally with localization in 43 languages.
Case Studies, Success Stories, Customer Stories, & Customer Reviews are helpful for prospects trying to understand how similar business needs may have been addressed by DocuSign. Browse this list below to see how DocuSign has worked with different customers.
DocuSign case studies have an aggregate quality score of 4.2/5 based on 110 ratings.
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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.
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.
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.
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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
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“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®.
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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
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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
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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
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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.
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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
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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.
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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
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“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
“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
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“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
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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
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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
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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.
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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
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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.”
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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.
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"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
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“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
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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
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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
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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
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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.
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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.
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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.”
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Case Studies, Success Stories, Customer Stories & Customer Reviews of individual DocuSign customers - their use cases, successful stories, customer references, approaches, and customer success results of using the software. Read these Case Studies, Success Stories, Customer Stories & Customer Reviews to decide if DocuSign is the right business software or service for your company.
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.
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