DocuSign Edition Features
In the Standard Edition, this feature allows you to send envelopes when you prefer (preplanned)
Scheduled Sending
Dynamic, interactive interviews where a client gathers data from their customers and generates the exact document they need for signature
Guided Forms
Secure, digital workspace for everyone involved in a lending process that accelerates closing times and improves the borrower experience
Rooms for Mortgage
A way to automate the generation of agreements without having to leave the Salesforce user interface
Gen for Salesforce
The amount of account activity/events that Monitor will track across an organization
40+
In Enterprise Pro, this feature enables users to draft, send, manage and edit agreements on your behalf
Shared Access
This product helps admins centrally manage DocuSign across the enterprise
Organization Management
This product helps admins control access to their organizationally-controlled accounts
Access Management
The length of a typical total implementation for CLM Essentials
6-9 weeks
Windows-based tool that brings back envelopes, documents and data from DocuSign for use in external systems
Retrieve
In Enterprise Pro, this feature places all envelopes on hold after all recipients in the previous step complete their required action
Delayed Routing
The two main SIEMs that Monitor easily integrates with
Splunk and Sumo Logic
This product instantly deposits signed agreements into a repository
Asset Vaulting (eOriginal)
The number of different workflow steps that are present in CLM Essentials
6
This product surfaces terms/clauses in incoming agreements that help you negotiate better and faster
Analyzer
The amount of SMS/Call Authentications that companies get in an Enterprise Pro plan
100/user/yr
The minimum number of notarized signer transactions a company must have per year
200
The bare minimum number of clickwraps a customer must purchase
1,000
The number of workflow steps that are present in CLM
100+
That amount of times that DocuSign retains the notarial assets for post-completion of a session
10 years
In the Business Pro Edition, this feature gives agreements a cleaner, polished, professional look when more complex formatting is needed
Smart Sections (costs $, additional MRR)
The Government database that DocuSign's ID Verification checks to verify the ID
None (many of these databases are not open and cannot be accessed)
The number of banks owned by Authentify
7 (Bank of America, Capital One, Chase, PNC Bank, Truist, U.S. Bank, and Wells Fargo)
The amount of pre-trained AI models that are present in CLM+
120+
A service that enables you to receive updates when specific triggering events occur in your eSignature workflows
Connect