9 Amazing Ways DocuSign Helps Mobilize a New Generation

DocuSign has worked since 2003 to make signing, sharing, and securing documents as simple and easy as the click of a mouse. Thanks to DocuSign, some 85 million individuals and nearly a quarter of a million businesses all over the world meet in the cloud to conduct a wide range of transactions, regardless of time or time zone. As part of its mission, the San Francisco-based electronic signature and document maintenance company has revolutionized its industry. It has done this, in part, through implementing mobile applications designed to meet the needs of today’s professionals and consumers.

In 2014, news sources reported that more consumers were using their mobile phones to access information and conduct business on the Internet than were using personal computers for those tasks. DocuSign helps its clients meet the needs of this emerging generation of connected users through its suite of mobile apps that work on a variety of devices: Android phones, iPhones, iPads, iPod touches, and Windows Phones.

Here are only a few points to note about DocuSign’s current mobile capabilities:

1. Customer Retention

Client companies can delight their customers and earn repeat business by showing them how DocuSign’s free and fast e-signing process can make their lives easier.

2. No More Missed Signings

Business clients that use the DocuSign mobile app may never have to miss a potential signing moment again because the app supports both remote-access and in-person e-signature capture. Easy-to-spot “sign here” tags direct customers to the correct locations within documents to place their initials and signatures. In addition, DocuSign’s push notifications keep companies informed with messages whenever a document is awaiting a signature and whenever a customer finishes the signing process.

3. Better Communication

Sales representatives no longer have to be tethered to an office chair. By staying connected to the full range of business capabilities when they are on the move, they can communicate better with more current and potential customers.

4. Increased Productivity

With DocuSign’s mobile app, people can initiate, complete, and file documents even when they are out of the office.

5. Compatible with New Technologies

The version 2.13 update of DocuSign’s mobile app, implemented in June 2016, allows clients to use new 3-D touch support and Apple Pencil integration capabilities. The app is compatible with iOS 8.0 and later versions.

Customer reviews have called the new version “comprehensive” and “easy to use.” Businesspeople in particular have told DocuSign that their own customers “love” the convenience in using the mobile app to manage transactions anytime, anywhere.

6. Convenient Single Account Setup

Clients access the DocuSign mobile app with the same usernames and passwords they use when accessing the DocuSign Digital Transaction Management system from their computers. All items stored and linked within a client’s account sync in a single location across multiple devices, including mobile telecommunications devices. Likewise, any client who purchases a DocuSign subscription via the mobile app can still use that subscription through the Web on a desktop computer or laptop.

Anyone can go straight to the DocuSign eSignature app, download it free of charge, and create a DocuSign account on the spot in order to access its range of capabilities. And once a DocuSign client has downloaded the app, his or her business partners on the other end of a transaction can sign and send back documents without having to download the app themselves.

7. Supports Multiple Document Formats

Using the DocuSign platform on a mobile device, clients can simply and quickly import a document attachment in almost any existing format, and from a variety of systems, including those offered by Salesforce, Dropbox, Google, Evernote, and more.

To create a legally binding signature, all a customer has to do is check the appropriate boxes, fill in any relevant fields, and tap and place his or her signature and initials into a document. Then, the customer simply needs to return the document through email, or within a secure, shared online platform such as DocuSign’s DTM system.

8. Mobile SDK Integration

Clients can easily integrate the power of the completely native DocuSign into their own apps with the DocuSign’s Mobile SDK (software developer’s kit). Once they do so, they enable their customers to establish new accounts, finalize contracts, check delivery statuses, and more, all while on the go. In fact, many clients find that their employees can build a prototype and accomplish the integration in an hour or less.

On its website, DocuSign even offers clients an online walkthrough showing how to integrate using the Mobile SDK, from initial download to establishing a free account as a developer to executing the directions in DocuSign’s simple readme file.

9. In-Person Signing Sessions

The DocuSign SDK offers clients benefits that include the ability to use the app to host signature sessions with transaction partners in person. Banks, delivery companies, and others will find it easy to show their customers how simple and useful e-signing can be. In addition, the DocuSign SDK allows clients to complete the invoicing and contract process entirely in the cloud.