What is Docsketch?
Docsketch is an electronic signature software tool used by over 10,000 businesses. With features like templates and multiparty signing, Docsketch allows you to save time and reduce the costs associated with document management. Additionally, you can use Docsketch’s integration with Zapier to connect to your CRM, which helps to automate work and increase productivity.
Table of Contents
- What is Docsketch?
- Docsketch Review Summary
- Docsketch Pricing & Cost
- Docsketch Features
- Docsketch vs. Competitors
- Is Docsketch Right for You?
Docsketch Review Summary
The Docsketch product was launched in 2019 by Bidsketch. Bidsketch was founded by Ruben Gamez in November 2009, and today has around 10 employees and is based in Spokane, Washington. The company’s first product, Bidsketch, was built to streamline proposal creation – the team then developed Docsketch to improve the e-signature process.
Docsketch is an electronic signature tool made for anyone who desires a more efficient document signature process. Its core features include legally binding signatures, multiparty signing, templates, audit reports, notifications, and field suggestions.
Docsketch offers a free plan that larger competitors like DocuSign and SignNow do not. The free plan has limitations including only allowing three documents per month. Overall, Docsketch is cheaper than most alternatives in the market. For example, you can send an unlimited number of documents for only $10 per month. However, the platform does not include all of the bells and whistles found in the more expensive alternatives.
Overall, while Docsketch does not specify its target audience, we found that its platform is best for individuals or smaller companies who prefer a simplistic interface and do not need advanced features. If you are a larger company and want your e-signature software to have more advanced features like a content library and document editor, then we would suggest looking into more advanced e-signature software like DocuSign or SignNow.
Docsketch Pricing & Cost
Docsketch’s pricing ranges from $0 to $30 per month. The company offers a 20% discount for the purchase of an annual plan.
- Free: $0 per month, one sender, one template, three documents a month
- Personal: $10 per month, one sender, five templates, unlimited documents
- Business: $30 per month, three senders included, unlimited templates and documents
Below, we will discuss the key features of Docsketch. We will also include screenshots of the product to give you an idea of its design and architecture.
Templates & Editing
Templates are critical when it comes to automating document flow. They also help eliminate the inefficiencies of uploading and reuploading the same documents you send on a regular basis.
Docsketch provides its own standard templates. These templates are available for download from Docsketch's website. Below is an example of a template Docsketch offers for marketing services.
Docsketch allows you to upload a wide range of document types to save as templates. This includes:
Once you upload your document, you can add legally binding e-signatures, initials, text boxes, checkboxes and date fields. You can also assign people to fill out specific fields.
A useful feature offered by Docsketch is field suggest, which automatically detects blank lines within your documents. This simplifies the process of adding fields to your document that need to be completed by the document’s recipients.
In Docsketch, documents and templates are unable to be edited. The only editing you can do in the system is adding the fields listed above (e.g. e-signature, initials, text, dates).
This is a major drawback of Docsketch compared to its more expensive alternatives. For example, when you want to to make minor changes to a document, you have to make those changes in a different system and upload an entirely new document.
With Docsketch’s Business plan, you can also use your own custom branding. This helps in establishing credibility for your company. With this tool, you are able to:
- Remove most of Docsketch’s branding from your documents and emails
- Upload your own logo, which will appear at the top of emails
- Edit the name of the email sender
- Include and edit an email signature
While the system is entirely in English, Docsketch offers support for multiple languages. These languages can be applied to text and signature fields. This means that you can type in any of the languages listed below:
Document workflow is the production, tracking, editing, storing and managing of documents from person to person. Great document workflow can improve your company’s productivity, and communication with internal and external stakeholders.
While Docsketch’s document workflow is efficient, it lacks some features found in more advanced alternatives. For example, documents and templates can only be divided into two tabs – Docsketch does not let you organize them into groups or folders. You’re also only able to filter out documents and sort templates by name and date.
Sending Your Documents
When you are ready to send a completed document, Docsketch allows you to:
- Edit a personalized message to the recipient
- Apply a sending order for those who need to fill out the document
- CC people the completed document
- Send as a sales document, which will place an “Approve” button when the document is opened
If you need to send your documents to a large number of people, you can take advantage of template links. Once you complete a template, you can copy one link and share it with each individual.
You can also do in-person signing for templates with Docsketch’s Business Plan. In-person signing is useful when you are with another person and you need them to sign something right then and there. This saves time because the person doesn’t have to log into their email, find the document, and sign it.
Real-time Notifications & Reminders
Docsketch includes real-time markers that indicate whether a document is a draft, sent, pending or completed. Docsketch also automatically emails the sender when the recipient has viewed and completed filling out the document. These features are helpful in tracking the progression of your documents.
Docsketch also sends automatic reminders every 3, 6, and 10 days after a document was first sent. However, you are unable to personalize the times for automatic reminders. You can also send manual reminder emails through the “Send Reminder” button in the dropdown menu of a document.
Perhaps the most critical step in the document workflow is document signing. When a participant opens a document, they can complete the necessary fields in one of two ways:
- Click on the “Next Field”, which helps navigate where all the fields are in a document
- Click on the fields themselves
Integrations can be used to customize your document workflow. Docsketch also integrates with Zapier, which connects with every software tool listed below:
- Google Drive
- Microsoft OneDrive
Software developers can use an API to create an even more customized document workflow that integrates with your existing systems. Docsketch does offer an API. However, you need to contact Docsketch in order to get custom pricing for it.
Legal & Security
Electronic signature software must come with specific legal and security features. We’ve listed those features below, and indicated the features offered by Docsketch.
|Feature||Offered by Docsketch|
|Secure Document Storage||Yes (Amazon S3)|
|Two Factor Authentication||No|
|International Law Compliant||Yes (GDPR, EU-U.S. and Swiss-U.S Privacy Shields)|
Audit reports track and verify the important activity and changes for each document. If you prefer, you can set Docsketch to automatically email an audit report along with every completed document.
Docsketch is currently only available on the web – it does not offer a mobile application. If you text recipients a link to a document, it will open in their mobile browser.
Once the document has been opened, Docsketch includes a progress bar at the top which indicates how many more fields need to be filled out. Docsketch also includes a “Next Field” button at the top, which helps decipher where fillable fields are on the document.
We found that swipe signatures were easy to complete, however, you are unable to zoom in on the document unless you download it. You also cannot fill in fields on downloaded documents.
Docsketch vs. Competitors
The top Docsketch competitors are below. The best option for you will depend on the features you need for your document workflow and your budget.
Is Docsketch Right For You?
Docsketch is a basic e-signature tool that is ideal for individuals and smaller companies who prefer an affordable, easy-to-use system for managing e-signatures. Docsketch offers a free plan, as well as an affordable plan that includes unlimited documents. The user interface is intuitive, however it does lack many key features found in alternate solutions, which can make using Docsketch more time consuming.
If you are a company or business looking for a more simple, affordable solution, then we highly recommend Docsketch. If you have a more complex document signing process, or want advanced features (e.g. document editing, a content library, proposals), then we recommend looking into Docsketch’s more advanced alternatives: DocuSign, PandaDoc, and SignNow.
To learn more about Docsketch, try it for free today.