DocuSign Onboarding Services

Light onboarding for DocuSign eSignature
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Publisher

Docusign

Subcategories

E-Signature & Document Generation

Average rating

Deze score is berekend door AI op basis van publiek beschikbare informatie.
4.6 / 5

About this software

DocuSign Onboarding Services Lite provides guided setup and consulting to deploy one DocuSign eSignature use case. An onboarding consultant helps align objectives, configure templates, set administrative best practices, and validate the solution for go-live within the initial 90-day engagement. The Lite plan is limited to one qualified use case and covers a subset of DocuSign features including eSignature, ID Verification, Click, and Retrieve. Purchase and scheduling are handled through a customer’s DocuSign account team or sales contact.

Licenses & prices

DocuSign Onboarding Services

DocuSign Onboarding Services edition delivers comprehensive onboarding including custom integrations, workflow design, and a dedicated implementation manager.

DocuSign Onboarding Services Lite

Lite offers a reduced-scope onboarding package with remote setup, limited configuration, and brief administrator training hours.

Purchase

DocuSign Onboarding Services

DocuSign Onboarding Services
In Stock
Delivery: 1 working day
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€564.11
Free and without obligation

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Benefits

  • Faster time-to-value: Personalized coaching accelerates deployment and adoption.
  • Single use-case focus: Covers setup and configuration for one qualified eSignature use case.
  • Consultant-led guidance: Onboarding consultants provide best practices and deployment validation.
  • Template and admin setup: Templates, administrative settings, and change guidance are provided.
  • Access to self-help resources: Includes tailored recommendations for DocuSign University and digital resources.

Available languages

  • English
  • Spanish
  • French
  • German
  • Portuguese

Support information

  • Account team coordination: Engagements are coordinated through the customer’s DocuSign account team or sales contact.
  • Onboarding consultant access: A named onboarding consultant provides prescriptive guidance during the engagement.
  • Digital success resources: Includes links to self-guided onboarding materials and Knowledge Market resources.
  • DocuSign University guidance: Consultants provide tailored recommendations for DocuSign University learning paths.
  • Scope and limits defined: Service scope, product limits, and timelines are defined during sales and kickoff.

Frequently asked questions

What does Onboarding Services Lite include?
Guided setup and consulting to deploy one DocuSign eSignature use case, including consultant coaching, template setup, admin best practices, and go-live validation.
Which DocuSign products does Lite support?
Onboarding Services Lite is limited to a subset of DocuSign capabilities, specifically eSignature, ID Verification, Click, and Retrieve.
How long does the onboarding engagement typically last?
DocuSign describes the onboarding engagement as designed to set customers up within the first 90 days of deployment.
Who should purchase Onboarding Services Lite?
Organizations deploying a single DocuSign eSignature use case that need basic configuration assistance and change-management guidance.
How is Onboarding Services Lite purchased or scheduled?
Purchase and scheduling are arranged through a customer’s DocuSign account team or sales contact during the sales engagement.