Sign Core Features
Number of users for each plan
Free: 1
Essentials: 1
Standard: 2-5(ish)
Premium: 5+
Self Signing
(explain the benefit)
Streamlined Internal Approvals. Time-Saving. Convenience and Flexibility. Simplified Workflow. Cost Efficiency.
Teams Tab
(explain the benefit)
This tab allows you to easily separate your users into groups to make organizing and sharing templates and branding options easy with your specific teams. This also allows you to quickly set up new users as opposed to sharing over your templates one-by-one.
How long is the 30day trial?
30 days
What is the biggest cost factor for API plans?
Number of signature request per month.
Template limitations for each account
Free: 0
Essentials: 5
Standard: 15
Premium: Unlimited
Branding
(explain the benefit)
Increases professionalism / trust. Consistency and Brand Identity. Enhanced Client experience. Reinforces Security.
Admin Roles
(explain the benefit)
You can have more than one Admin on your account and that won't change your cost! This allows you to have a back-up "owner" of the account in case you need help getting into the account or managing your users.
Dropbox Fax
(explain the benefit)
Dropbox Fax provides a modern faxing solution. You'll able to send and receive faxes without having to maintain a large fax machine.
Signer attachments
(explain)
Allow your signer the ability to sign your documents and attach files
Reminders and Notifications
(explain the benefit)
Easily track responses, receive email notifications when documents are signed, and send automatic email reminders to your signers.
Reporting Tab
(explain the benefit)
The reporting tab allow you to see the status of your signature requests for you and your team. You can see what days have sent the move signatures and create specific reports based on time-frame, User activity reports, Compliance reports, and Document status reports.
What plans can receive faxes?
The free account cannot receive faxes.
Templates
(explain)
A pre-formatted document or file that can be used as a guide to create a new document. Templates can save time by providing a structure with predefined formatting, such as page layout, fonts, margins, and styles.
Data Validation
(explain the benefit)
Collect more accurate information from signers. Less back-and-forth to get the correct information. Limit confusion for your signers. Save time.
Security: What are two things our customers can do to make their account more secure?
2-Factor Authentication, SSO
Number of Senders per Plan
(use resources as needed)
Free: 1
Home Office: 5
Professional: 10
Small Business: 20
Buk Send
(explain)
Allows you to send a single template to multiple people at once. They receive the document and after signing, the send will have separate copies of the signed document.
Advanced Signer Tools
(give examples & explain the benefit)
Advanced signer tools allow you to customize the signer experience. You can do this by allowing signer reassignment, setting the order of signers, requiring specific signature types (drawn, typed, uploaded).
Multi Single User Plans vs Team Plan
(explain the benefit of a team plan)
Team plans like the Standard or Premium plans allow you to manage the signatures your team sends. When they leave your company or organization, you will still have all of their signed documents and you can easily remove their access.
Fax Number Porting
(explain)
Fax number porting allows you to import your current fax number into your account. This allows you easily transition to Dropbox Fax without the need to send your new fax number to your senders/receivers.