TL;DR
Log in, go to settings, and cancel under plan and billing.
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Tired of paying for DocuSign but unsure how to cancel? You're not alone. Many users find themselves in the same boat, whether they're switching to a different eSignature solution or simply no longer need the service. In this step-by-step guide, we'll walk you through the process of canceling your DocuSign account. Say goodbye to unnecessary subscription fees and hello to a streamlined document signing process. Let's dive in!
Reasons You May Want to Cancel Your DocuSign Account
There are several common reasons you might decide to cancel your DocuSign account:
1. Switching to a Different eSignature Solution
If you've found an alternative eSignature service that better meets your needs in terms of features, pricing, or ease of use, it makes sense to cancel DocuSign. Before canceling, make sure you've downloaded all your signed documents so you have them for your records.
2. No Longer Requiring eSignatures
Your business needs may have changed, and you may no longer require an eSignature solution. For example, if you were using DocuSign for a specific project that has ended, there's no reason to keep paying for the service.
3. Dissatisfaction with Pricing or Features
If DocuSign's pricing no longer fits your budget or the features aren't meeting your expectations, canceling may be the right move. Consider if downgrading to a lower-tier plan could address the issue before fully canceling.
Before pulling the trigger on canceling, double check that you've saved all necessary signed documents outside of DocuSign. Also note that cancellation will likely be processed immediately, cutting off your access to the platform.
After canceling, your DocuSign account will be closed and you will no longer be able to access any documents or signatures stored in it. Make sure you have everything you need before proceeding.
Carefully consider your reasons for canceling and ensure you're prepared for the consequences to your DocuSign account. In the next section, we'll walk through the specific steps to take to cancel your DocuSign account online. For more info on preparing for a sales call, check out our guide.
Step-by-Step Instructions to Cancel DocuSign Online
Canceling your DocuSign account online is a straightforward process that can be completed in a few simple steps through your account settings. Before proceeding, make sure you have downloaded any important signed documents, as you will lose access to them once the cancelation is processed.
1. Log In and Navigate to Account Settings
Start by logging into your DocuSign account using your email and password. Once logged in, click on your profile icon in the top right corner and select "Go to Admin" from the dropdown menu. This will take you to your account settings page.
If you are already on the homepage after logging in, you can also access account settings by clicking on the gear icon in the top right and choosing "Account Settings" from the menu that appears.
2. Locate the "Plan and Billing" Section
Within the account settings page, look for the "Plan and Billing" section on the left side menu. Click on this to expand the options and view details about your current subscription plan and billing information.
Here you will also find the option to cancel your account. The exact wording may vary slightly depending on your subscription type, but look for a button or link that says something like "Cancel Subscription" or "Close Account".
3. Follow Prompts to Confirm Cancelation
After clicking the cancelation option, you will likely be asked to confirm that you indeed want to cancel your DocuSign account. Follow any prompts or instructions provided, which may include providing a reason for cancelation or acknowledging that you understand the implications of closing your account.
Once you have completed all the necessary confirmations, your cancelation request will be processed. You should receive an email to your account's address confirming the cancelation and when it will take effect.
By carefully following these steps, you can successfully cancel your DocuSign account online at any time. Just remember to tie up any loose ends like downloading documents beforehand. In the next section, we'll explore how to cancel by phone if you prefer that method or encounter any issues online.
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Canceling DocuSign by Phone: Step-by-Step Instructions
If you prefer to cancel your DocuSign account over the phone or encounter issues canceling online, you can call DocuSign's customer support line for assistance. Have your account information ready, as you'll need to verify your identity before the cancelation can be processed.
1. Call DocuSign Customer Support
To begin the cancelation process by phone, dial DocuSign's customer service number at 1-877-720-2040. The line is available Monday through Friday, from 6:00 AM to 6:00 PM Pacific Time.
When you call, you'll likely be greeted by an automated system. Listen carefully to the menu options and select the one that best fits your reason for calling, such as "Cancel Account" or "Billing and Subscription".
2. Provide Account Verification Details
Once connected with a DocuSign representative, you'll need to provide some information to verify your account ownership before they can assist with cancelation. This typically includes your account email address, name, and possibly the last 4 digits of the credit card on file.
The representative may also ask for your reason for canceling. You can provide a brief explanation, but additional details are not usually required to process the cancelation request.
3. Confirm Cancelation and Request Email
After verifying your account, the DocuSign representative will confirm that you want to cancel and process the request. The cancelation typically takes effect immediately, but it's wise to request a confirmation email for your records.
Before ending the call, remember to ask any final questions you may have about the cancelation process or your account. The representative can clarify what happens to your saved documents and how long you have to access them, if needed. Integrate Dropbox to store your documents securely.
Calling DocuSign allows you to cancel your account with the help of a representative who can address any concerns. Just be prepared with your account details and reason for canceling. Next, we'll explore some top DocuSign alternatives worth considering, such as GPT in Spreadsheets for better workflow automation.
Top Alternatives to DocuSign in 2024
If you're considering canceling your DocuSign account, it's important to explore alternative eSignature solutions that may better fit your needs and budget. From Adobe Sign to PandaDoc, there are several DocuSign competitors worth evaluating before making the switch.
1. Juro: Best for End-to-End Contract Management
Juro is an all-in-one contract management platform that goes beyond eSignatures, enabling teams to create, review, negotiate, and track contracts in one place. With features like a rich text editor, automated templates, and contract analytics, Juro offers more functionality than DocuSign at a competitive price point.
For businesses looking to streamline their entire contract workflow, Juro is a top DocuSign alternative to consider. It integrates with popular tools like Salesforce, Slack, and Google Drive, making it easy to adopt across teams.
2. Adobe Sign: Best for Existing Adobe Users
Adobe Sign, part of the Adobe Document Cloud suite, is a robust eSignature solution that integrates seamlessly with other Adobe products like Acrobat and Creative Cloud. It offers advanced features such as custom branding, bulk sending, and mobile signing.
If your team already uses Adobe tools, Adobe Sign may be the most convenient DocuSign alternative. However, it can be pricier than some competitors and may offer more features than necessary for simpler signing needs.
3. PandaDoc: Best for Sales Documents
PandaDoc is a document management solution that includes eSignature capabilities alongside features like proposal creation, contract templates, and CRM integrations. It's particularly well-suited for sales teams looking to streamline their document workflows.
While PandaDoc is more expensive than basic eSignature tools, it offers greater functionality for teams that frequently send sales contracts and agreements. Its user-friendly interface and mobile app make it easy for clients to sign on the go.
When evaluating DocuSign alternatives, consider your specific needs and budget. Solutions like Juro offer end-to-end contract management, while others like Adobe Sign and PandaDoc cater to niche use cases. By comparing features, pricing, and integrations, you can find the best fit for your team. Check out tools to build prospect lists to make your decision easier.
Need to automate repetitive workflows in your document management processes? Save time and increase your impact by using Bardeen to connect Google Drive with other apps.
Thanks for sticking with us through this guide! While we can't promise you'll become an eSignature expert overnight, we're confident you now have the knowledge to make an informed decision about your DocuSign alternative. Don't let indecision hold you back from optimizing your signing workflows.
Conclusions
Knowing how to cancel your DocuSign account is crucial for managing your subscriptions and avoiding unnecessary charges. In this guide, we covered:
- Common reasons for canceling DocuSign and important considerations before doing so
- Step-by-step instructions for canceling your DocuSign account online, with helpful screenshots
- The process of canceling DocuSign by phone, including the customer support number and required information
- Top alternatives to DocuSign, comparing their features, pricing, and pros/cons
Don't let your DocuSign subscription hold you back from exploring better eSignature solutions. Master the cancelation process today!