Hi @Paul,
I hope you are doing well.
I am sorry for the inconvenience that you have experienced. I realize that this was not the service that you expected, and I apologize for any trouble that we may have caused. We will do our best to correct the situation as soon as possible, any feedback that can improve our users’ experience is always more than welcome.
Currently, the number of envelopes you can send for signature depends on your plan type.
eSignature Personal
Our eSignature Personal Plan includes five (5) envelopes every month. Once an envelope is sent, it will count toward this allowance whether or not the envelope is signed or completed. You will be able to correct an envelope in flight before completion without having it count toward the plan allowance. Should you need more than five (5) envelopes per month, you can upgrade to a Standard or Business Pro plan that offers more envelopes and greater flexibility to customize your plan based on your needs.
eSignature Standard and Business Pro
We believe that send volume (i.e., the number of envelopes sent for signature) should not be a deciding factor in selecting your eSignature provider, and we understand that you may not know how many envelopes you’ll need to send for signature in your first year with DocuSign. Based on the historical usage of our existing customer base, we know that 100 envelopes per user per year far exceeds the needs of most customers.
Therefore, Standard and Business Pro annual plans include an allowance of up to 100 sent envelopes per user per year. Monthly plans include an allowance of up to 10 sent envelopes per user per month. Once an envelope is sent, it will count toward this allowance whether or not the envelope is signed or completed.
You will be able to correct an envelope in flight before completion without having it count toward the plan allowance. The number of envelopes sent for signature using PowerForms or Bulk Send will also count toward this allowance.
Should you need more envelopes than the allowance on your plan, you can purchase additional envelopes by logging in to your account and going to the Plans and Billing section of the Settings tab. There, you can purchase and start sending additional envelopes immediately. If you have any questions, our sales team can also help consult on the best plan to meet your needs.
As the administrator of your DocuSign eSignature account, you can access and manage your plan and billing information. This includes viewing your usage details, such as the number of envelopes sent and remaining for the current billing period, as well as making changes to your payment information. Plan and Billing Information.
Send volume is subject to our Reasonable Use Policy. We may prevent you from sending new envelopes if your send volume exceeds Reasonable Use. If this happens, please contact our sales team at 1-877-720-2040.
REALTORS®
Our DocuSign for REALTORS® Plan does not have a hard usage cap, but send volume is subject to our Reasonable Use Policy. We may prevent you from sending new envelopes if your send volume exceeds Reasonable Use. If this happens, please contact our sales team at 1-877-720-2040.
When you exceed the envelope allowance on your DocuSign eSignature plan, it will depend on your specific plan. Envelopes that are sent, whether signed or completed, will count towards your allowance. If you need more envelopes, you can upgrade your plan or purchase additional envelopes. What happens if I exceed the envelope allowance on my DocuSign eSignature plan?
An envelope sent to multiple recipients will count as one envelope toward the account envelope quota, you can have multiple documents for different recipients and use the feature called Document Visibility to limit the information between the recipients of the envelopes, that way you can use a single envelope to be sent to multiple people for multiple documents, however, the downside is that all the recipients will have access to the same certificate of completion and envelopes history, also if one them decide to decline the signature it would void the envelope for all of the recipients.
Envelope History
Certificate of Completion
Some Things To Know About Document Visibility
Use Document Visibility to Control Recipient Access
If you need a single document to be sent to multiple and independent recipients, this will count as one for each recipient towards the envelope quota, for example, a bulk send, Bulk send is a feature in DocuSign that allows senders to easily send a standardized document to multiple recipients at once. This feature is useful for situations where a formal acknowledgment is needed or when mass notifications are required. However, it is important to prepare and test before executing a bulk send to avoid any potential errors or inconsistencies in the signing experience. Bulk Send for Multiple Recipients.
If you acquired a plan at https://ecom.docusign.com/plans-and-pricing/esignature, this will be a web-based plan, the envelope quota and limitations are fixed, that is why we offer the option to customize a pricing plan that scales to your business needs, as mentioned on the posts above our Sales Department can provide more information about the difference in cost, features, user limit, and envelope quota.
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.
There are several options for a DocuSign account, including a 30-day Trial account, a Demo account, a Developer account, and a Free account. The Trial account is for those interested in learning more before purchasing a plan, the Demo account is for non-developers to test account features, the Developer account is for developers building integrations, and the Free account is for those who only need to sign documents and store them within the DocuSign system.
You can select a link from the list of options below to learn more about each account type:
- 30-day Trial account: A trial account designed for those who are interested in learning more before purchasing a plan at DocuSign. No cancelation is required if you decide not to continue using your account after the trial period ends.
- Demo account: A test account for non-developers, primarily used by new and existing customers who wish to demo DocuSign’s account features.
- Developer account: A test account designed for developers who are interested in building an integration, or configuring their app or integration key.
- Free account: Primarily designed for anyone who is only signing documents and wishes to keep these stored within the DocuSign system for easy access in the future.
And again I apologize for the inconvenience that you have experienced.
Best regards,
Christopher | DocuSign Community Moderator
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