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C
REATE AND
C
ONFIGURE AN
A
CCOUNT AT
D
OCU
S
IGN
As with most software, DocuSign accounts are priced according to the desired functionality. First you will need to determine how many of your employees and/or groups will need to send out documents for e-signing. These are the “Users” and they will need to be set up as such by your DocuSign account administrator. People who will be signing the documents, either at your company or at your customers or vendors, do not have to be registered at DocuSign. There are no restrictions on the number of document signers.
With an Enterprise account at DocuSign, you can have an unlimited number of users sending documents for signature. The pricing is based on the number of envelope transactions per year, with a minimum of
500 transactions per year at a current price of $5.75 per envelope, for a minimum retail annual price of
$2,875/year. Volume and non-profit organization discounts are available. Contact DocuSign or Agiloft sales departments for additional information.
The next three sections will describe in detail the procedures for configuring your system at both Agiloft and DocuSign, sending out documents for signature from Agiloft, and e-signing documents at DocuSign.
Following that will be a brief discussion of other features available at DocuSign.
At the end of this document there are two appendices:
Appendix A – Sample Contracts for E-Signing:
This shows how to set up a contract with metadata tags for DocuSign.
Appendix B - DocuSign Tables and Fields in Agiloft:
This is a summary of the Agiloft additions for DocuSign functionality.
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