Used For

• +**Chasing signatures for a week kills deals** → Send contract link, get signature in 2 hours, close while they're still interested
• +**Printing 50 NDAs and manually filling names takes 15 hours** → Template does it in 30 minutes with bulk send
• +**Paper audit trails disappear when you need them most** → Every click, view, and signature gets timestamped forever
• +PowerForms let customers sign themselves - paste a URL, they fill it out, no back-and-forth
• +Pulls data from Salesforce automatically - no retyping customer info into contracts

Best For

• >Sales teams losing deals because wet signatures take a week
• >HR departments drowning in offer letter back-and-forth
• >Any business sending more than 20 contracts per month

Not For

• -Solo freelancers or tiny teams - you'll hit the 5-document free limit in week one and pay $120/year for basic features
• -Anyone wanting simple e-signatures - this is enterprise overkill if you just need John to sign the occasional NDA
• -Penny pinchers - SMS notifications, integrations, and storage fees will double your quoted price

Pairs With

• *Salesforce (pulls customer data automatically so you stop retyping names and addresses into contracts)
• *HubSpot (where the leads come from before they become signed deals)
• *Slack (where your team celebrates closed deals and complains about unsigned contracts)
• *Google Drive (stores the original contract templates before DocuSign turns them into signing workflows)
• *Zapier (connects DocuSign to everything else because native integrations cost extra)
• *QuickBooks (where signed invoices flow for payment processing)

The Catch

• !The drag-and-drop fields don't sync across pages - if you need customer name on 5 pages, you're copying it manually each time
• !SMS delivery costs $0.50-1.50 per recipient and adds up fast when you're notifying 100 customers
• !Templates are capped at 10 on lower tiers, forcing expensive upgrades mid-month when your needs grow

Bottom Line

The heavyweight of e-signatures — does it all, charges plenty, and still gets deals signed.