Switch from Docusign to Flowsign
Send, sign and track whole packages of documents, with unlimited users on Business and up and pricing by the package. Bring your templates and contacts across, and keep your Docusign archive.
Why teams switch from Docusign
Priced by the package. Plans are sized by how many packages you send, not by a price per seat.
Whole packages, one send. Send several documents to several people at once, with one audit trail.
Built and supported in New Zealand. A local team builds Flowsign and answers your support questions.
Flowsign in action. Send and track in one place.
Create it once, send it to one or a thousand.
Track every package in real time
Documents that dynamically update
Sign on any device
Sealed, provable records
One template, hundreds of packages
A simpler, more secure way to get business done.
What moves across. And what you rebuild.
| Item | From Docusign | Into Flowsign | Status |
|---|---|---|---|
| Templates | Download each template as a backup and keep the original PDFs. | Upload the PDF, then set up the roles and fields again. | Rebuild |
| Fields | Placed on each Docusign template. | Place them in the field editor. If the PDF has real fillable form fields, Import form fields brings them in for you to review. Recipients are assigned by hand. | Rebuild |
| Contacts | There is no contacts export button, so gather them into a CSV yourself. | Import the CSV and map its columns to name, email, phone, job title, company and tags. | Moves |
| Team members | Organisation admins can export the user list as a CSV. | Invite each member with a role. Enterprise can provision people with SSO and SCIM. | Rebuild |
| Signed envelopes | Download them as a combined PDF or ZIP with the certificate of completion. | They cannot be imported with their audit trail. Keep the archive in your own storage. | Keep a copy |
| Bulk send lists | The recipient lists you send to in bulk. | Rebuild each list as a CSV for its template. Bulk send is on the Business plan and up. | Rebuild |
| Branding | Your logo and brand colour. | Add your logo and brand colour to your emails again. Available on Business and up. | Rebuild |
Before you cancel
Check your renewal date. Docusign plans renew automatically. Sales-led contracts get a renewal notice about 90 days out, so find your date before you plan the move.
Archive first. Download your completed envelopes and their certificates of completion while the account is active. They do not come across to Flowsign.
Downgrade, do not close. Docusign recommends moving to its Free plan to keep access. Closing the account removes access to envelope history and downloads.
How to switch. Four steps, in the order that keeps your records safe.
- 01
Archive your envelopes
Download your completed envelopes with their certificates while the account is active.
- 02
Export templates and people
Keep the original PDFs, export the user list and gather your contacts into a CSV.
- 03
Rebuild in Flowsign
Upload your PDFs, place fields or import form fields from fillable PDFs, import your contacts and invite the team.
- 04
Switch over
Send new work from Flowsign and downgrade Docusign to its Free plan instead of closing it, so you keep access to your history.
We can move you across
Enterprise includes hands-on migration. Our team rebuilds your templates and sets up your workspace.
Switching from Docusign: common questions
Upload the original PDF and rebuild the template around it. If the PDF has real fillable form fields, the field editor can import them for you to review. There is no automatic importer, so you assign recipients by hand.
No. Signed documents from another platform cannot be imported with their audit trail. Download your completed envelopes with their certificates of completion and keep that archive.
They stay in Docusign. Finish them there, or void them and resend from Flowsign once your templates are ready.
It depends on how many templates you have. Most of the work is rebuilding and testing templates. Contacts import from a CSV and members are invited one at a time.
Yes, on Enterprise. It includes hands-on migration, where the Flowsign team rebuilds your templates and sets up your workspace.
Downgrade it to Docusign Free instead of closing it. Docusign recommends this to keep access. Closing the account removes access to envelope history and downloads.
Keep reading
Flowsign vs Docusign. How the two compare on pricing, location and multi-document sends.
Read the comparisonTemplates. How templates, roles and fields work in Flowsign.
Explore templatesPricing. Plans, package allowances and what each plan includes.
See pricing