How to DocuSign a PDF

Joseph Lee
Vimal Kumar
November 1, 2024

How to DocuSign a PDF

What is DocuSign?

DocuSign is an electronic signature and agreement management solution that allows users to sign, send, and manage documents digitally from nearly any device. It streamlines the signing process, improves security, and enhances workflow efficiency. For more information, visit the DocuSign website.

DocuSign Screenshot

Who is DocuSign best suited for?

DocuSign is best suited for professionals such as Sales teams, Product Marketers, and legal advisors. Use cases include drafting contracts, obtaining quick client approvals, and managing document workflows. The platform is beneficial due to its ease of use, legality of electronic signatures, and ability to expedite the document completion process.

How to DocuSign a PDF

Common FAQs on How to DocuSign a PDF

How do I upload a PDF to DocuSign?

To upload a PDF to DocuSign, log into your account, click on 'Start', then 'Send an Envelope', and use the 'Upload' button to add your PDF document.

Can I sign a PDF without a DocuSign account?

You can sign a PDF without a DocuSign account if the document is sent to you for signing; however, to send documents for signature, you need a DocuSign account.

Is DocuSign free to use?

DocuSign does offer a free trial, but continued use typically requires a subscription plan after the trial period ends.

How do I add my signature to a PDF in DocuSign?

After uploading your PDF, click on 'Next', select 'Signature' from the toolbar, place it on the document, and follow the prompts to adopt your signature.

Can I use DocuSign for multiple documents at once?

Yes, you can upload and send multiple documents in one envelope for signing with DocuSign.

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker