Compare subscription plan features

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Eugenia Brown
  • Updated

Here is a comparison of our subscription plans and the included features.

Note:

You may see an alternative plan name in your account: Basic=Essentials, Standard= Business, Premium=Enterprise (features included in plans remain the same). 
  Free eSign Essentials Business Enterprise

Creating documents
# of documents sent/month  5 (2 recipients per document) unlimited* unlimited* unlimited*
Drag-and-drop online editor   ✓ ✓ ✓
File upload ✓  ✓ ✓ ✓
Import to Editor for .docx files   ✓ ✓ ✓
Design themes   ✓ ✓ ✓
Chat ✓  ✓ ✓ ✓
Inline comments   ✓ ✓  ✓ 
Redlining     $ ✓
Contract negotiations     ✓ ✓
Export to MS Word   ✓  ✓  ✓ 
Auto-numbering (document sequence)     ✓  ✓ 
Document value   ✓ ✓  ✓ 
Content locking       ✓ 
Attachments     ✓ ✓ 
Version history     ✓ ✓
Pre-selected content     ✓ ✓
Conditional smart content for senders       ✓
Conditional fields     ✓ ✓
Document bundling   ✓ ✓ ✓

eSignatures
Unlimited eSignatures   ✓  ✓  ✓ 
Signing on all devices ✓  ✓  ✓  ✓ 
Signing order ✓  ✓  ✓  ✓ 
Signature forwarding ✓  ✓  ✓  ✓ 
Fields  ✓ ✓  ✓ ✓ 
Recipient verification     $ $
QES     $ $

Reusable templates 
Unlimited templates   ✓  ✓  ✓ 
Free library of 400+ public templates   ✓  ✓  ✓ 
Variables in templates   ✓  ✓  ✓ 

Forms
Create and publish Forms     $ $

Real-time analytics   
Document analytics with status tracking   ✓  ✓  ✓ 
Audit trail   ✓ ✓  ✓ 
Tamper-proof seal (Protected PDFs) ✓  ✓  ✓  ✓ 
Email notifications ✓  ✓  ✓  ✓

Transparent sales performance
Dashboard and activity timeline ✓  ✓  ✓ ✓ 
Reporting       ✓ 
Content usage reporting       ✓ 
Export reporting data       ✓ 

Dynamic quotes
CPQ (Quote builder)       ✓
Pricing tables   ✓ ✓ ✓ 
Product bundling       ✓
Product catalog   ✓ ✓ ✓
Multiple choice pricing options   ✓ ✓ ✓ 
Import from .CSV   ✓ ✓ ✓ 
Product import from CRM to a pricing table  (availability depends on CRM)     ✓ ✓ 
Product import from CRM to a quote builder (availability depends on CRM)       ✓

Approval rules    
Adding approvers     ✓ ✓ 
Approval order     ✓ ✓
Approver groups     ✓ ✓ 
Conditional approvals       ✓ 

Organizing documents 
Unlimited storage ✓  ✓  ✓ ✓ 
Custom folders ✓  ✓  ✓ ✓ 
Document tagging  ✓  ✓  ✓ ✓ 
Content sharing       ✓
Content library     ✓ ✓ 
Image library     ✓ ✓ 

Automate your document tasks  
Saved messages    ✓ ✓ ✓ 
PDF download ✓  ✓  ✓ ✓ 
Custom branding      ✓ ✓ 
Manual status change   ✓  ✓  ✓ ✓ 
Document forwarding  ✓ ✓  ✓ ✓ 
Automatic email of completed documents ✓ ✓  ✓ ✓ 
Auto reminders      ✓ ✓ 
Auto expirations ✓ (not editable)  ✓ (not editable)  ✓ ✓ 
Renewal notifications       ✓
Send on behalf      ✓ ✓ 
Email whitelabeling        ✓ 
Transfer data from one document to another     ✓ ✓ 
Bulk Send     $ $

Integrations 
CRM  
- Salesforce      $ $
- all CRMs except Salesforce     ✓  ✓ 
Payments
- Stripe ✓ ✓  ✓  ✓ 
- Authorize.net ✓  ✓  ✓  ✓ 
- Square ✓  ✓  ✓  ✓ 
- PayPal ✓  ✓ ✓  ✓ 
- QuickBooks Payments  ✓  ✓ ✓  ✓ 
Other
API        $
Webhooks        ✓ 
Zapier     ✓** ✓** 
Canva ✓  ✓  ✓ ✓ 

Team workflow
System roles (admin, manager, member)    ✓  ✓ ✓ 
User Management    ✓  ✓ ✓ 
Custom roles        ✓ 
Multiple workspaces        ✓ 
SSO       ✓

Mobile app 
View documents  ✓  ✓  ✓ ✓ 
Status tracking ✓  ✓  ✓ ✓ 
Create a document from a template   ✓  ✓ ✓ 
In-person signing     ✓ ✓ 
Upload and sign photos or files ✓  ✓  ✓ ✓ 

* You can send up to 50 documents with a maximum of 5 recipients per document during the trial. 

** Additional volume-based charges might be applied when Zapier is used to generate documents creation similarly to API.

$ Feature is available as a paid add-on, charge per volume over the free allowance, or has extra fees. Contact our sales team for details.

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