Dropbox Sign
Procurement & LegalAn e-signature platform for sending, signing, and tracking documents.
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Most requested features
What buyers replacing Dropbox Sign actually ask for, ranked by how often each feature appears across 0 RFPs.
Must-haves
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Nice-to-haves
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Feature taxonomy
Administration & Security
- SSO with SAMLAuthenticates users through an external identity provider.Required by 0 RFPs
- Role-based permissionsRestricts account settings and templates by assigned user role.Required by 0 RFPs
- Audit logsRecords envelope and account activity for compliance review.Required by 0 RFPs
- Data exportExports envelope and signer activity for reporting.Required by 0 RFPs
- Mobile appSends and signs envelopes from an iOS or Android app.Required by 0 RFPs
Authentication
- SMS authenticationRequires a signer to enter a code sent by text message.Required by 0 RFPs
- ID verificationConfirms a signer's identity against a government-issued ID.Required by 0 RFPs
- Email verificationRequires a signer to confirm their email address before signing.Required by 0 RFPs
eSignature
- Envelope creationPackages one or more documents for signature into a single envelope.Required by 0 RFPs
- Signing order routingSends an envelope to signers in a defined sequence.Required by 0 RFPs
- In-person signingLets a signer sign on a shared device in front of a host.Required by 0 RFPs
- Bulk sendSends the same envelope to a large list of recipients at once.Required by 0 RFPs
- Signing remindersSends automatic reminders to signers who have not yet signed.Required by 0 RFPs
Integrations
- API accessExposes envelope creation and status through a REST API.Required by 0 RFPs
- WebhooksSends an HTTP callback when an envelope's status changes.Required by 0 RFPs
- CRM integrationsSends and tracks an envelope from within a connected CRM record.Required by 0 RFPs
- Box integrationSends documents from Box and stores signed copies back in Box.Required by 0 RFPs
Templates
- Reusable templatesSaves a document and field layout for repeated use.Required by 0 RFPs
- Template field taggingPlaces signature and data fields at fixed positions on a document.Required by 0 RFPs
- Template managementOrganizes and shares templates within a team or account.Required by 0 RFPs
Workflow
- Approval workflowsRoutes a document through internal approvers before it is sent.Required by 0 RFPs
- Conditional routingChanges the signing path based on a recipient's response.Required by 0 RFPs
- Custom fieldsAdds user-defined text and data fields to signature requests.Required by 0 RFPs