Compare subscription plan features
| Free eSign | Essentials | Business | Enterprise | |
|
Creating documents |
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| # 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 | ✓ | |||
| Export to MS Word | ✓ | ✓ | ||
| Auto-numbering (document sequence) | ✓ | ✓ | ||
| Document value | ✓ | ✓ | ||
| Content locking | $ | ✓ | ||
| Attachments | ✓ | ✓ | ||
| Password protection | ✓ | |||
|
eSignatures |
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| Unlimited eSignatures | ✓ | ✓ | ✓ | ✓ |
| Signing on all devices | ✓ | ✓ | ✓ | ✓ |
| Signing order | ✓ | ✓ | ✓ | ✓ |
| Signature forwarding | ✓ | ✓ | ✓ | ✓ |
| Fields | ✓ | ✓ | ✓ | ✓ |
|
Reusable templates |
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| Unlimited templates | ✓ | ✓ | ✓ | |
| Free library of 400+ public templates | ✓ | ✓ | ✓ | |
| Variables in templates | ✓ | ✓ | ✓ | |
|
Forms |
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| Create and publish Forms | $ | $ | ||
|
Real-time analytics |
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| Document analytics with status tracking | ✓ | ✓ | ✓ | |
| Audit trail | ✓ | ✓ | ✓ | |
| Tamper-proof seal (Protected PDFs) | ✓ | ✓ | ✓ | ✓ |
| Email notifications | ✓ | ✓ | ✓ | ✓ |
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Transparent sales performance |
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| Dashboard and activity timeline | ✓ | ✓ | ✓ | ✓ |
| Activity reporting | ✓ | |||
| Content usage reporting | ✓ | |||
| Export reporting data | ✓ | |||
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Dynamic quotes |
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| Pricing tables | ✓ | ✓ | ✓ | |
| Product catalog | ✓ | ✓ | ✓ | |
| Multiple choice pricing options | ✓ | ✓ | ✓ | |
| Import from .CSV | ✓ | ✓ | ✓ | |
| Product import from CRM (availability depends on CRM) | ✓ | ✓ | ||
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Approval rules |
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| Adding approvers | ✓ | ✓ | ||
| Approval order | ✓ | ✓ | ||
| Approver groups | ✓ | ✓ | ||
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Organizing documents |
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| Unlimited storage | ✓ | ✓ | ✓ | ✓ |
| Custom folders | ✓ | ✓ | ✓ | ✓ |
| Document tagging | ✓ | ✓ | ✓ | ✓ |
| Content library | ✓ | ✓ | ||
| Image library | ✓ | ✓ | ||
|
Automate your document tasks |
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| Saved messages | ✓ | ✓ | ✓ | |
| PDF download | ✓ | ✓ | ✓ | ✓ |
| Custom branding | ✓ | ✓ | ||
| Manual status change | ✓ | ✓ | ✓ | ✓ |
| Document forwarding | ✓ | ✓ | ✓ | ✓ |
| Automatic email of completed documents | ✓ | ✓ | ✓ | ✓ |
| Auto reminders | ✓ | ✓ | ||
| Auto expirations | ✓ (not editable) | ✓ (not editable) | ✓ | ✓ |
| Send on behalf | ✓ | ✓ | ||
| Email whitelabeling | $ | ✓ | ||
| Transfer data from one document to another | ✓ | ✓ | ||
| Bulk Send | $ | $ | ||
|
Integrations |
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| CRM | ||||
| - Salesforce | $ | ✓ | ||
| - all CRMs except Salesforce | ✓ | ✓ | ||
| Payments | ||||
| - Stripe | ✓ | ✓ | ✓ | ✓ |
| - Authorize.net | ✓ | ✓ | ✓ | ✓ |
| - Square | ✓ | ✓ | ✓ | ✓ |
| - PayPal | ✓ | ✓ | ✓ | ✓ |
| API | $ | |||
| Webhooks | ✓ | |||
| Zapier | ✓ | ✓ | ||
| Canva | ✓ | ✓ | ✓ | ✓ |
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Team workflow |
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| System roles (admin, manager, member) | ✓ | ✓ | ✓ | |
| User Management | ✓ | ✓ | ✓ | |
| Custom roles | ✓ | |||
| Multiple workspaces | $ | ✓ | ||
| SSO | ✓ | |||
|
Mobile app |
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| View documents | ✓ | ✓ | ✓ | ✓ |
| Status tracking | ✓ | ✓ | ✓ | ✓ |
| Create document from template | ✓ | ✓ | ✓ | |
| In-person signing | ✓ | ✓ | ||
| Upload and sign photos or files | ✓ | ✓ | ✓ | ✓ |
$ - 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.