Founded in 2003, DocuSign is among the world’s leading providers of e-signature technology. The company has over 500,000 customers in 180+ countries and is publicly traded on NASDAQ. DocuSign currently has 21 locations and a workforce of 6200 staff, underscoring its rapid growth over these last few years. Notably, in 2020 amid the worldwide adoption of remote work, DocuSign has seen a rise in subscriber numbers, resulting in a revenue uptick of 58%.
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DocuSign has always been focused on building a solid integration ecosystem, recognizing the need to seamlessly link signature processes with the rest of the productivity workflow. As a result, it has 350+ pre-built signatures, which includes a strong presence within the Microsoft family of products across Office, Dynamics 365, Power Automate, and Microsoft Teams.
The DocuSign e-signature app brings an easy-to-use signature capability for agreements shared on Teams. Let us review its features in more detail.
Inside the DocuSign App for Microsoft Teams
Setting up the DocuSign integration is as easy as downloading the app, logging into your DocuSign account, and asking the bot to complete everyday signature-related tasks. This conversational interface dramatically reduces the learning curve involved in configuring DocuSign for Teams and getting started with its key features.
These include:
- Pre-built templates – Once you open the DocuSign app, the bot will prompt you towards coon tasks, which include templates. By default, the app fetches the four most recently used templates in your DocuSign account, helping you pick up where you left off.
- Sending an envelope – An envelope is a collection of multiple documents that the recipient can view altogether. By entering the “Send” command on the DocuSign bot, you can access a new window where you can prepare and send an envelope from your DocuSign account.
- In-app notifications – Are among the key features enabled by DocuSign for Teams. Whenever you receive a document that requires signing or the recipient signs a document you have shared, Teams will send you a notification. You can also set up automatic reminders for documents approaching the completion date.
- DocuSign account management – The app also gives you a few options to manage your DocuSign account. For example, you can opt-in/opt-out notifications, use the “Switch Account” command if you have multiple DocuSign accounts, or log out altogether.
- Signature audit trail – as in the primary DocuSign software, all agreements signed on Teams come with an electronic record that proves the transaction. These records are protected via robust data encryption technologies and can be leveraged as an audit trail in the future.
- Device-agnostic signatures – The DocuSign app for Teams works on any device you might be using, helping to add signatures and receive notifications without any compatibility issues. You can also upload documents from any device, adding to the flexibility factor.
- Integration with the Microsoft ecosystem – as mentioned, DocuSign is deeply embedded in the Microsoft ecosystem, and the Teams integration is part of this holistic value proposition. You can manage the end-to-end lifecycle of an agreement using Microsoft DocuSign tools, from document creation on Word to sharing via Outlook and collaboration on Teams.
Why the DocuSign App Makes a Difference
Today, DocuSign is among the few specialized e-signature companies and is widely recognised for its reliability, ease of use, and availability across different software environments. DocuSign is also present as a Windows integration, enabling offline signing during instances of patchy connectivity. Therefore, the new DocuSign app for Microsoft Teams makes perfect sense. It connects with the rest of your Microsoft products and introduces a universally present digital signature capability across software platforms and devices.
It also helps that DocuSign offers several options when signing documents – freehand using fingers or a stylus, uploading a picture of your signature, and pre-formatted styles. All of this is free, and you only have to pay for the offline sign-in feature that relies on the new DocuSign Agree Cloud 2020 product.
What We Think
DocuSign has the potential to become your default e-signature app in Teams. As collaboration platforms like Microsoft Teams become much more than mere communication channels, users require tools that can help perform more strategic and sensitive tasks. DocuSign enables an effective yet relatively straightforward bot-based e-signature service that does not disrupt your main productivity workflows. It’s available for free, and integration with Microsoft Teams Approvals is also in the works.
You can download the app here.
