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Unlocking the Secrets: A Comprehensive Guide to DocuSign Pricing Plans

This comprehensive guide offers insights into the different pricing plans, negotiation strategies, and cost reduction opportunities available. Leverage benchmarking data to negotiate better pricing and present a compelling case to your CFO.

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Alex Millar, CPA
September 4, 2023
Unlocking the Secrets: A Comprehensive Guide to DocuSign Pricing Plans

As a leading eSignature solution, DocuSign offers a range of benefits for businesses looking to streamline their document management processes. To maximize Docusign's capability, it's crucial to understand the different pricing plans and features available. This blog post provides a comprehensive guide to DocuSign pricing plans, discounts, negotiation strategies, and cost reduction opportunities.

Understanding DocuSign Pricing Plans

DocuSign offers four distinct pricing plans to cater to various business needs, including Personal, Standard, Business Pro, and Enterprise. Each plan comes with its own set of features, making it essential to choose the one that best aligns with your organization's requirements.

For larger organizations or those needing more advanced capabilities, the Business Pro plan provides features like advanced authentication, bulk sending, and integration with popular CRMs. Finally, the Enterprise plan offers a tailored solution for the most complex and demanding requirements, including API access, custom integrations, and dedicated account management.

When comparing pricing plans, consider the size of your organization, the number of users, and the specific features that are most important to your operations. Note that you have the option to pay per license or per envelope. If you don't use the envelopes in a period, you can't roll them over, so be aware before going down this path.

DocuSign Discounts and Special Offers

Many organizations, such as startups, non-profits, and educational institutions, may be eligible for discounts on DocuSign. However, they often don't ask for these discounts. By looking at Docusign benchmarking data, like that provided by Hudled, you can see what other companies are paying and get an idea of what you could save now and in the future.

Larger organizations purchasing Business Pro or Advanced Solutions (Enterprise) are bought through a sales rep. This is the opportunity to use benchmarking data to show how your quote compares with other companies. You can also compare alternative pricing, so you don't need to shop around and speak to sales reps from the various vendors. If you are requesting a non-profit or education discount, be prepared to provide specific documentation to provide your status. 

Leveraging Benchmarking Data and Negotiating with DocuSign for Better Pricing

Utilizing Docusign benchmarking data when negotiating can lead to improved pricing for your organization. By referencing data from similar companies, you can gain insights into how your offer compares and use this information to your advantage in negotiations, whether you're purchasing DocuSign for the first time or renewing an existing contract.

It's essential to set realistic expectations during negotiations with DocuSign. While obtaining better pricing is possible, keep in mind that there may be limitations on the discounts they can offer. By approaching the negotiation process informed and prepared, you can increase the likelihood of securing a more favorable pricing arrangement for your organization.

Presenting a DocuSign quote to your CFO

When presenting a DocuSign quote to your CFO, it's crucial to focus on the numerous benefits that the platform can bring to your business. These benefits include streamlined document management processes, increased efficiency, and cost savings. By adopting DocuSign, your organization can eliminate manual, paper-based processes, significantly reducing the costs associated with printing, storage, and courier services.

To help your CFO understand the need for DocuSign and its potential financial impact, provide them with relevant benchmarking data from similar companies like Pandadoc or SignNow. This data can give insights into how other organizations price and help the CFO understand that you are getting a fair price.

If your CFO insists on getting involved in the negotiation, ensure they maintain professionalism and flexibility through the negotiation. A positive relationship with DocuSign's representatives can lead to a more successful relationship and potentially open doors for future discounts or collaboration opportunities.

Reducing SaaS Costs and Streamlining Workflows with DocuSign

Adopting DocuSign as part of your organization's technology stack can significantly reduce your overall Software as a Service (SaaS) costs. By streamlining document management processes, you can eliminate the need for multiple tools and applications, resulting in cost savings and simplified workflows.

One of the primary ways DocuSign achieves this is by replacing paper-based processes with digital alternatives. This not only saves money on printing, storage, and courier services but also reduces your organization's environmental impact. Furthermore, DocuSign's robust security measures help improve compliance with industry regulations and reduce the risk of costly breaches or fines.

Reducing your SaaS costs.

Reducing your SaaS costs with DocuSign is just one aspect of managing your company's software expenses. With so many tools available, tracking usage and determining the return on investment for each one can be challenging. SaaS management is often overlooked due to the difficulty in measuring ROI and time spent. Fortunately, Hudled can help you manage your SaaS costs without the added overhead. To discover where you may be overspending, get started for free and request a SaaS audit.

Written By

Alex Millar, CPA

CEO & Cofounder of Hudled. A platform for finance teams in growing companies to track and optimise their software stack

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