HelloSign

HelloSign, now known as Dropbox Sign, is a powerful and user-friendly electronic signature platform designed to streamline document workflows for businesses of all sizes. Acquired by Dropbox, it integrates seamlessly into modern work environments, allowing users to send, receive, and manage legally binding signatures online. The platform eliminates the need for printing, scanning, and faxing, significantly accelerating agreement turnaround times, from sales contracts and HR forms to legal agreements and NDAs. It prioritizes security and compliance, ensuring that every signed document is tamper-proof and backed by a comprehensive audit trail.

How to use HelloSign

Using HelloSign is an intuitive process designed for efficiency:

1. Create an Account: Sign up for a free account, which allows for three signature requests per month, or start a 30-day free trial of a paid plan to access more advanced features.
2. Upload Your Document: Upload the document you need signed (e.g., PDF, Word, Excel) directly from your computer or from cloud storage services like Dropbox, Google Drive, or OneDrive.
3. Prepare the Document: Use the simple drag-and-drop editor to place necessary fields onto the document. This includes signature blocks, initials, text fields, checkboxes, and date fields. You can assign these fields to specific signers.
4. Send for Signature: Add the email addresses of the signers and customize the message they will receive. Click 'Send for signature'.
5. Sign and Track: Signers receive an email notification with a link to the document. They can easily sign on any device (computer, tablet, or smartphone) without needing to create a HelloSign account. You can track the document's status in real-time, see who has viewed it, and who has signed.
6. Store Securely: Once all parties have signed, everyone receives a finalized, legally binding copy via email. The document, along with its non-editable audit trail, is securely stored in your HelloSign account.

Core Features of HelloSign

• Legally Binding eSignatures: Fully compliant with the U.S. ESIGN Act of 2000, UETA, and the European eIDAS regulation, making signatures as valid as pen-and-paper.
• Reusable Templates: Save frequently used documents like contracts or NDAs as templates to prepare and send them in seconds.
• Comprehensive Audit Trail: Every document comes with a non-editable, time-stamped audit trail that tracks every action, providing proof of access, review, and signature.
• Robust Integrations: Works seamlessly with popular business tools including Salesforce, Dropbox, Google Workspace, HubSpot, Oracle, and Microsoft Word.
• Custom Branding: Customize the signing experience by adding your company logo, colors, and messaging to emails and signature pages.
• Bulk Send: Send a single document to a large list of recipients for individual signatures with a single click, perfect for policy updates or permission slips.
• Advanced Security: Features bank-level security, including 256-bit AES encryption, SOC 2 Type II and ISO 27001 certifications, two-factor authentication, and data validation.
• Developer API: A powerful and well-documented API allows businesses to embed e-signature functionality directly into their own websites or applications for a fully integrated user experience.
• Mobile Apps: Dedicated apps for iOS and Android allow you to send and sign documents on the go.

Use Cases for HelloSign

HelloSign is versatile and valuable across various departments and industries:

• Sales: Accelerate the sales cycle by getting proposals, quotes, and contracts signed in minutes instead of days. Salesforce integration helps boost team performance.
• Human Resources: Streamline the entire employee lifecycle, from sending offer letters and onboarding new hires with tax forms and policy documents to processing termination paperwork.
• Legal: Securely execute NDAs, service agreements, and other legal contracts with a legally binding audit trail.
• Finance: Process loan applications, open new accounts, and get financial statements signed quickly and securely.
• Real Estate: Manage lease agreements, purchase offers, and other property-related documents digitally.

Advantages of HelloSign

HelloSign offers significant advantages, including dramatically increased efficiency, with some companies reducing signature processes from weeks to just one day. Its user-friendly interface is consistently ranked #1 for ease of use by G2, ensuring high adoption rates. The platform provides robust security and legal compliance, giving businesses peace of mind. Furthermore, features like automated reminders and mobile signing improve document completion rates by as much as 26%.

Pricing and Plans

HelloSign offers a flexible pricing structure to suit different needs:

• Free Plan: Includes up to 3 signature requests per month.
• Essentials Plan: Starting at $15/month (billed annually). Ideal for individuals, offering unlimited signature requests, 5 templates, and basic integrations.
• Standard Plan: Starting at $25/user/month (billed annually). Designed for teams, this plan adds custom branding, bulk sending, team management features, and premium integrations like Salesforce.
• Premium Plan: Custom pricing. Tailored for larger organizations with advanced needs like Single Sign-On (SSO), advanced reporting, and multi-team capabilities.
• API Plans: A separate pricing tier is available for developers looking to integrate e-signature functionality, starting from $100/month for 50 API requests.

A 30-day free trial is available for the Essentials and Standard plans.