Compare subscription plan features

Eugenia Brown

November 30, 2022 10:06
Updated

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/user/month for monthly subscriptions	unlimited*	unlimited*	unlimited*	unlimited*
# of documents sent/user/year for annual subscriptions	unlimited*	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
Advanced quotes			$	✓
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	✓	✓	✓	✓
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.

$ - 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.

Note:

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