Software Alternatives, Accelerators & Startups

Salesforce VS DocuSign

Compare Salesforce VS DocuSign and see what are their differences

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Salesforce logo Salesforce

CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

DocuSign logo DocuSign

Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.
  • Salesforce Landing page
    Landing page //
    2022-01-04
  • DocuSign Landing page
    Landing page //
    2023-12-15

Salesforce features and specs

  • Customizability
    Salesforce offers a high degree of customizability, allowing businesses to tailor the platform to meet their specific requirements through custom objects, workflows, and apps.
  • Comprehensive Suite
    The platform provides a wide range of integrated tools for CRM, marketing, sales, service, and more, making it a one-stop solution for various business needs.
  • Third-Party Integrations
    Salesforce supports a vast array of third-party integrations, enabling businesses to seamlessly connect other applications and services they use.
  • User Community and Support
    Salesforce has a large, active user community and extensive support resources, including documentation, webinars, and a customer success team.
  • Scalability
    The platform is highly scalable, making it suitable for businesses of all sizes, from small startups to large enterprises.

Possible disadvantages of Salesforce

  • Cost
    Salesforce can be expensive, particularly for small businesses, as the pricing model includes various modules and add-ons that can add up quickly.
  • Complexity
    The platform's extensive features can make it complex and challenging to navigate, requiring significant training and a learning curve for users.
  • Customization Requires Expertise
    While Salesforce is highly customizable, making full use of this capability often requires specialized knowledge or hiring certified Salesforce consultants.
  • Performance Issues
    Some users have reported performance issues, particularly during peak usage times, which can impact business operations.
  • Overwhelming Options
    The sheer number of features and options available can be overwhelming, which can make decision-making and implementation time-consuming.

DocuSign features and specs

  • User-friendly Interface
    DocuSign offers an intuitive and easy-to-use interface that makes it simple for users to navigate through the process of uploading, sending, and signing documents.
  • High Security
    DocuSign employs robust security protocols, including encryption and multiple authentication options, to ensure that documents are secure and compliant with legal standards.
  • Integration Capabilities
    It seamlessly integrates with various applications like Microsoft Office, Google Drive, Salesforce, and many other popular business tools, enhancing its utility.
  • Wide Acceptance
    DocuSign is widely accepted and legally recognized in many countries, making it a reliable choice for official and legal documentation.
  • Mobile App
    DocuSign offers a mobile app that provides flexibility for users to manage and sign documents on the go.

Possible disadvantages of DocuSign

  • Cost
    Pricing can be relatively high, especially for small businesses and individual users, compared to other electronic signature solutions.
  • Complexity for Advanced Features
    While the basic functionality is user-friendly, some advanced features can be complex to set up and may require additional training or support.
  • Customer Support
    Some users have reported that customer support can be slow to respond or resolve issues, which can be inconvenient during critical times.
  • Document Integrity Issues
    In some instances, users have encountered issues with document formatting and integrity when documents are uploaded in certain formats.
  • Limited Customization
    Customization options are somewhat limited, especially in comparison to more advanced document management systems.

Analysis of Salesforce

Overall verdict

  • Salesforce is generally considered a good choice for businesses seeking a robust and flexible CRM solution, though it is important for each organization to evaluate their specific needs and budget before committing.

Why this product is good

  • Salesforce is a leading customer relationship management (CRM) platform known for its comprehensive set of cloud-based tools that help businesses manage their customer data, sales processes, and marketing efforts.
  • It offers scalability, allowing businesses to start with basic functionalities and expand as needed.
  • The platform provides a wide range of integrations and customizations, enabling it to work well with various business applications and workflows.
  • Salesforce has an active user community and strong support networks, making it easier for organizations to adopt and troubleshoot the system.

Recommended for

  • Businesses looking for a scalable and customizable CRM platform.
  • Organizations that require a comprehensive suite of cloud-based sales, service, marketing, and collaboration tools.
  • Companies that want to leverage AI-driven insights and analytics to enhance customer relationships.
  • Enterprises with complex integrations requirements or specific customization needs.

Analysis of DocuSign

Overall verdict

  • Yes, DocuSign is a reputable and effective choice for electronic signature needs. It is trusted by many businesses and individuals for its reliability and comprehensive features.

Why this product is good

  • DocuSign is widely regarded as a leading electronic signature solution due to its ease of use, security features, and strong integration capabilities with various platforms. It allows users to sign documents quickly and securely from anywhere, thereby improving workflow efficiency and reducing paper waste.

Recommended for

  • Businesses that require frequent and secure document signing processes
  • Individuals who need to sign documents remotely
  • Organizations looking to reduce paper usage and transition to digital workflows
  • Companies that use platforms like Salesforce, Google, or Microsoft and need seamless integration with a signing solution

Salesforce videos

Frustrated Review of Salesforce.com 2019 for Small to Medium Business

More videos:

  • Review - HubSpot vs. Salesforce
  • Review - Salesforce CRM - Detailed Review of The CRM Giant (2019)
  • Review - Independent Review of Salesforce CRM Software
  • Review - Salesforce CRM Review 2021 Small Business
  • Review - What is Salesforce (and why is it so good)?
  • Review - Salesforce Review 2023 | CRM Software Analyst's Pros/Cons [1/3]
  • Review - What is Salesforce? | Salesforce in 7 Minutes | Introduction to Salesforce | Simplilearn

DocuSign videos

Review: PandaDoc vs DocuSign

More videos:

  • Review - DocuSign Review - Beginners Guide PREVIEW by Bizversity.com
  • Tutorial - How To Use DocuSign | Step-By-Step Tutorial

Category Popularity

0-100% (relative to Salesforce and DocuSign)
CRM
100 100%
0% 0
eSignature
0 0%
100% 100
Sales
100 100%
0% 0
Document Management
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Salesforce and DocuSign

Salesforce Reviews

  1. super

    Salesforce is a powerful customer relationship management (CRM) platform, and I have been using it for business for several months now. Overall, I am pleased with the functionality and capabilities it provides.

    Pros: 1. Full customization - Salesforce allows you to adapt the system to any business needs. There are a huge number of customization tools, which makes it universal for different industries. 2. Powerful analytical tools - The platform provides excellent analytics and reporting capabilities. You can easily track the effectiveness of marketing campaigns, analyze customer behavior and build forecasts. 3. Interface - Despite the huge number of functions, the interface is quite intuitive and does not cause difficulties in mastering. Configuration and data management are easy to organize. 4. Integrations - Salesforce supports many integrations with other services and platforms, which simplifies work and allows you to use it in conjunction with other business solutions.

    Cons: 1. High cost - Salesforce can be expensive for small companies. The subscription price, plus additional costs for customization and support, can quickly become significant. 2. Steep learning curve โ€” The sheer amount of functionality can make it difficult for newcomers to get their head around the platform. It takes time to master all of the features. 3. Sometimes feature-heavy โ€” For smaller businesses, some of the features in Salesforce can be redundant and not always necessary. This can cause confusion as you work.

    Overall, Salesforce is a great platform for larger organizations and businesses that need to effectively manage customer data and automate processes. However, for smaller businesses, the cost and complexity can be a barrier. However, if your business is growing, Salesforce is a powerful tool for growth and scaling.


Why Weโ€™re Building Mria CRM: The First Truly Native CRM for Jira
Some teams start with custom Jira setupsโ€”relying on issue types, fields, and automations to simulate CRM behavior. Others turn to Atlassian Marketplace apps that promise a native CRM in Jira. And still others connect third-party tools like Salesforce, Zoho, or Pipedrive via Jira CRM integrations.
Source: mriacrm.com
Top 11 Best SIEM Tools in 2022 For Real-Time Incident Response and Security
Salesforce offers fantastic security information software for service operators and agents alike. They get complete visibility into all incidents, customer data, and cases in a single workspace. This provides them with greater context to better deal with a problem. The platform proactively identifies security issues before the customer even notices them.
Top 9 Best Copper CRM Alternatives for Businesses in 2023
Zoho CRM is one of several programs available in Zohoโ€™s app ecosystem, which is similar to Salesforceโ€™s app exchange. Zoho CRMโ€™s reporting is solid, allowing users to report across products, locations, and applications. The CRM provides basic contact management as well as automation, such as transforming website visitors into leads.
Source: magenest.com
Top 21 Salesforceโ€™s Competitors and Alternatives
The main competitive advantage for Dynamics 365 over Salesforce is its integrated platform. Microsoft made several strategic changes in 2020 to challenge Salesforce in the cloud software market. Most companies use Microsoftโ€™s productivity solutions, increasing Dynamics 365โ€™s advantage over Salesforce. Dynamics 365 makes Microsoft the top Salesforce competitor. [4]
14 Best Copper CRM Alternatives to Use in 2022
Salesforce is a leading provider of CRM solutions occupying over 19.6% share of the global CRM market. It provides a powerful and integrated platform for sales, marketing, support, IT, and eCommerce. This unified access to all business data can be leveraged to deliver exceptional customer experiences. Salesforce can help make better business decisions and automate key...

DocuSign Reviews

10 best PandaDoc alternatives & competitors in 2024
Other Docusign products allow users to generate agreements and manage agreement workflows. Docusign offers an AI tool that can streamline agreement summaries, contract reviews, and risk identification.
Source: www.jotform.com
Top 20 PandaDoc Alternatives and Competitors in 2024
DocuSign might be better in terms of effortlessly signing documents on the go, but PandaDoc has more features for document creation and management and unlimited storage.
Source: oneflow.com
The Top 10 Best PandaDoc Alternatives to Manage Documents in 2024
DocuSign is a pioneer in the e-signature space and offers a comprehensive platform with powerful features, including advanced document routing, workflow automation, and integration with leading business applications. It is one of the popular PandaDoc alternatives today.
Source: clickup.com
5 Popular Ways to Sign Forms Online
Potential considerations for businesses considering DocuSign involve non-adjustable account limitations. DocuSignโ€™s subscription service โ€“ at all three levels โ€“ sets a cap on signature files โ€“ called envelopes โ€“ and users report being unable to purchase more as needed.
Top 5 Best Document Management Software With Client Portal in 2022
Obtaining signatures is crucial, but so is receiving signed papers. DocuSign's document tracking tools make this procedure easier. Reports are updated in real-time, so you can see those activities reflected in the reports as signatures are collected, and papers are returned. Its secure nature allows it to be utilized as document automation for healthcare, legal, and other...

Social recommendations and mentions

Based on our record, Salesforce should be more popular than DocuSign. It has been mentiond 62 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Salesforce mentions (62)

  • Salesforce Development Company
    Pletra Technology is a prominent Salesforce Implementation and Development company with the expertise needed to drive Salesforce-powered change in your enterprise. Using the Salesforce.com platform effectively, our consultants can help clients provide innovation and value from customer operations. Source: about 3 years ago
  • MyDMV Portal has a really suspicious address.
    Maybe I'm just paranoid, but this thing screams "phishing link" to me. Why is this not a subdomain of flhmsv.gov ? Why is it a dot com?? I'd heard things about there being malicious links inserted into legit websites through either a hack or browser malware. Just going to force.com also redirects to salesforce.com , which... doesn't answer any questions at all. Is it just... Like this, or is there something... Source: about 3 years ago
  • Etrade hangs on login and other pages
    I noticed when I click on manage cookies there is salesforce.com and a few others that I am not sure what they are trying to do but I am sure they have nothing to do with trading. Source: about 3 years ago
  • Creating a Salesforce Email Report
    Hello! I'm aware that Tableau can capture email activity with EAC. However, I'm looking to add a report within a Salesforce Dashboard. I've attempted to create a report on email messages following the resource on Salesforce.com. But, the results were minimal (657 all-time emails? Since 2017.) For clarity, not for List Emails, just 1-1 sent through Salesforce. Source: over 3 years ago
  • Freelance design contract offer - Regarding the "ownership of work product" - what is really owned? (What are your thoughts on this contract section?)
    It is a fintech company so I do not expect them to, for example, profit much from selling clothes, or posters with my work on it. However, they are interested in the style of branding, illustration and general design of this website https://salesforce.com/ which uses a lot of colourful and playful imagery / illustrations. Source: over 3 years ago
View more

DocuSign mentions (8)

  • Open Source Document Signing: Revolutionizing Digital Authentication
    In the new era of digital transformation, the ability to sign various documents electronically has become a cornerstone of business efficiency & success. Open source document signing platforms like OpenSignโ„ข, represents a significant shift in this landscape. Unlike proprietary solutions such as DocuSign, open source document signing platforms offer a very level of transparency, customization and community-driven... - Source: dev.to / over 2 years ago
  • Spam? Receive this through my work email to sign a document. Help!
    Docusign has a .com address, def not a .click address. This is 100% fishing. A very easy way to tell is to hover over any url and see what the address is. You can also try to do a reply, or if your savvy enough look into the routing info of the email. Did it com from the companies domain? I.e. docusign.com, fedex.com, ups.com anything like that. If it didn't, its fake. Source: over 3 years ago
  • Has anyone built their own landing page for their rental so previous guests can rebook without fees/be partially independent from marketplaces?
    No, it's definitely not dumb. Great point, I imagine there would have to be some legal contract, like docusign.com that can be signed electronically with a deposit. If anyone has anything to input on this, it would be great help. Source: almost 4 years ago
  • Will I be obligated to pay something in the future?
    Long story short, I'm working on opening my first business. My partner and I signed a lease with one place where our store would be located. The lease was signed thru docusign.com and it was a legit lease with all the terms. We were waiting for the landlord to come back to us as we needed some documentation for the county, which didn't happen for a week, then another one, we only had contact with him thru real... Source: about 4 years ago
  • Whitelisting a domain in Office 365
    I'm curious why you would be receiving 100+ phishing/malware/spam if you whitelisted Docusign... Unless all that phishing spam was coming from @ docusign.com - just curious. Source: over 4 years ago
View more

What are some alternatives?

When comparing Salesforce and DocuSign, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

Dropbox Sign - eSignatures Simplified. The Most Powerful Platform for Your Business Agreements.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

SignNow - Electronic signature that scales with your workflow