Allow users to collect signature and payment at once
This project enables DocuSign customers to easily collect payments during the signing process, transforming DocuSign from an e-signature company to an all-in-one agreement and payment digital transaction processor.
This project was challenging due to that fact DocuSign is not a payment process company and doesn't want to include payment process as one of our services. How can we have secure solutions not only during payment process but also to protect users payment data after the payment?
I started doing some research to understand how online payments got processed, I was able to find a company called Stripe, which happens to be a company where I had a contact. DocuSign agreed to my suggestion to focus on process agreement and work with payment gateways.
Our first design approach is add an extra page after each user's document. DocuSign has many different user cases and some documents are more sensitive than others. We tried to create a seamless flow by letting users request signature and payment. From study results, most users want to have 100% ownership of their documents. If we add a payment page right after a document it would make it seem like we added content to the senders’ agreement.
After re-thinking the whole sending flow again, we decided to have the payment process start after a signer finishes the signing process.
DocuSign customers can easily collect one-time payments using Stripe and PayPal as the initial MLP payment processors
Recipients are able to pay by entering a credit card, PayPal credit or Apple Pay / Android Pay.
Recipients can use DocuSign web products, the mobile web or DocuSign App to sign and pay agreements at the same time.
It provides different methods to let recipients easily pay and for the sender to collect the payments and signatures.
Senders can set up item lists to makes recipients have a clear idea of what items and prices are within the document.
The payment design interface works well for different payment gateways that have various information requirements to keep the payment process simple and easy to use.
We started by interviewing our current clients and selected eight of them as to test our beta release. After one-month of beta release we officially launched DocuSign Payment to all Business Plus customers. We reached $ 1 million transaction within a month and $ 2 million transaction within one and half month.
After DocuSign Payment launched, we continue to perform on more user studies on different payment features.