Docusign for Non-profits

Intelligent Agreement Management (IAM) applications include more functionality than eSignature plans and provide an opportunity for eSignature customers to upgrade and enhance their current set of capabilities. With IAM, you can customise workflows with modular capabilities with Docusign Maestro. IAM enables you to centrally store, manage and analyse signed agreements with Docusign Navigator, a smart repository powered by Docusign Artificial Intelligence (AI). IAM applications include IAM for Sales and IAM for Customer Experience, which are structured to meet end-to-end agreement needs for lines of business. The IAM Core application has multiple plans – Standard, Professional and Enterprise – available for all audiences, which are structured to solve the end-to-end agreement needs of organisations of all sizes and specialities.

An ‘Envelope’ is an electronic record containing one or more documents uploaded to the Docusign eSignature service for signature processing, and the unit by which usage allowances with Docusign eSignature plans are measured. An Envelope can have one or many signers. Envelopes have statuses (e.g., sent, delivered, completed, voided) and also contain information about the sender and timestamps that indicate the progress of the delivery procedure. Regardless of how many documents, fields and signers a given envelope contains, it still counts only once towards your eSignature plan’s Envelope allowance once it is sent out for signature.

The number of Envelopes you can send for signatures depends on your plan.

eSignature Personal

Our eSignature Personal plan includes five (5) Envelopes every month. Once an Envelope is sent, it will count towards this allowance whether or not the Envelope is signed or completed. Should you need more than five (5) Envelopes per month, you can upgrade to an eSignature Standard or Business Pro plan.

eSignature Standard and Business Pro

Our eSignature Standard and Business Pro annual plans include an Envelope allowance of up to 100 Envelopes per user per year, with options for monthly plans that include an allowance of up to 10 Envelopes per user per month. Once an Envelope is sent, it will count towards this allowance whether or not the Envelope is signed or completed. The number of Envelopes sent for signature using PowerForms or Bulk Send will also count towards this allowance. 

If your Envelope usage exceeds your plan allowance, each Envelope used in excess is considered an 'additional' Envelope that will be billed in a 'Pay-As-You-Go' manner, where Docusign will charge a set, per-envelope fee. This ensures you can continue using your Docusign eSignature service without interruption to your business. To increase your subscription allowance, you can pre-purchase envelopes on the Plans & Billing page of your account. This allows you to plan ahead and save more as your business grows.

For the most current information on your Envelope management options, please see here. Docusign may run promotional discounts from time to time, which will be offered through email notifications. 

Enhanced plans

Plans can be customised to reflect your specific needs. As a result, Envelope limits vary based on the terms of your plan. If you have any questions, please contact our Sales team.

To make changes to your plan or account, including upgrades, billing, downgrades and cancellations, go to Docusign Support. Find out how to downgrade or close your account.

When you select an annual Docusign plan, you’ll be asked to provide initial information about your organisation. After completing checkout, the information you provided will be used to verify your organisation’s eligibility for a discount within three business days. You can check your nonprofit verification status on the Subscription and billing page.

To be eligible for the Docusign for Nonprofits product discount, you must:

1. Be recognised as a charitable or nonprofit organisation by the local regulator in the country where you are registered (e.g. 501(c)3 in the US).

2. Complete the nonprofit verification and programme eligibility application process, managed by our partner Goodstack. Docusign reserves the right to request re-verification at any point. More details about programme eligibility can be found here.

3. Purchase an annual plan (discounts are not available for monthly plans).

4. Purchase within the minimums/caps for discount (e.g. 3 seat minimum for IAM plans, 50 seat maximum for self-serve plans).

5. Comply with Docusign’s Reasonable Use Policy.

Yes, your subscription will automatically renew each month for monthly plans, and each year for annual plans.

No, recipients of your agreements do not need an account to sign with Docusign. Your agreement will be sent by email from dse@docusign.net. Recipients can review the document, adopt a signature and complete the signing process without having a Docusign account.

Find out more about data protection policies and security commitments in place.

Yes, for annual subscription plans purchased on Docusign.com (Personal, REALTORS®, Real Estate, Standard and Business Pro), we offer a refund within 30 days of purchase. For monthly subscription plans, you can cancel your account at any time and you will not be charged for the next month.^§