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I’m currently on a free trial and my company is aiming at the Standard plan.  We are a small company and do not need a lot of bells and whistles in regards to a docusign program (or so I thought).  I just took another look at the “show all features” section on the plans page and it seems to indicate that the drop down feature is not available with the Standard plan.  Can someone please confirm whether or not I would need to purchase the Business Pro plan to utilize the drop down feature or is it, in fact, available with the Standard plan?  What about checkboxes?  Or will I be able to merge multiple templates into a single envelope (i.e. pick the 4 project specific documents (templates) required for a specific customer out of the 10 total documents I have to choose from) with the Standard plan? 

 

And if Business Pro is required - can I purchase 1 Business Pro for the main “Admin” that will handle creating the templates (including drop downs on the contract documents) and then share those templates with drop downs to the rest of our sales team who are on Standard plans?  The sales team member on the Standard plan would then send the shared template to himself to prepare the contract docs including manipulating the drop down options as needed and then send the contract off to the customer.

Hi ​@Jeffer,

 

Thank you for reaching out to the Docusign Community.  

The Drop Down Standard Field is available with the Business Pro plan or above. This plan will also include access to check boxes and most Standard Fields. 

To answer your question related to how plans are assigned to users, each account is configured with a specific plan, and, any users created in it will use 1 license seat related to the account’s default.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 


Thank you for the response.  I believe that answers my questions at the moment and it appears we need to go with the Business Pro plan to utilize all the demos I have set up so far to show our owner.


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