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I am on a DocuSign trial, but I’m not sure which features are only available for the Business Pro plan versus the Standard or Personal. The two things that are ‘higher level’ that I’m using are:

  1. grouped checkboxes (i.e. where there are five options, and I am setting a checkbox next to each option, and the signer is required to check exactly one out of the five options), and
  2. conditional fields (i.e. if one checkbox is checked, then one set of fields is displayed, and if another checkbox is checked, then a different set of fields is displayed)

Are both these features available in the Personal and Standard plans, or do I need to pay for a higher-level tier? The Features summary on the pricing and plans website is very unclear. 

Thanks!

Hello ​@Jane888888,


Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 


To view a complete list of features included in each plan, visit our Plans and Pricing web page: Docusign Pricing | eSignature Plans for Personal & Business. You may also reach out to our Sales team at 1 (877) 720-2040 for a FREE consultation.

Aside from using check box, you may also try to use the radio button. You may check the relevant article below and watch the video for your guidance on how to use it. 
Radio Buttons vs. Check Boxes in DocuSign
Radio Buttons Standard Field
 

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

The reason I posted here is because the Plans and Pricing web page is not clear on whether the features I mentioned are in the Business Pro plan or if they are Standard. The sales person on the phone also was not very clear and sounded like he was simply trying to upsell me. So, I would appreciate if someone could actually answer my question, rather than redirecting me to boilerplate information that I already found not helpful.

Hello ​@Jane888888,

I’m sorry that the information on the website is not that clear. Based on both features you need; I highly recommend for you to choose Business Pro Plan.
Note that we have the same resources to check for the Plans and Pricing and normally if our customer would like to purchase plan or upgrade, we recommend them to reach out to our Sales Team for the cost itself.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

   

Hello ​@Jane888888,

 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.


Best regards,
Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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