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How to use this checklist
This checklist covers the critical evaluation areas for enterprise e-signature platforms. Use it to create a structured RFP or to compare shortlisted vendors side by side. Assign weights based on your priorities.
API and automation
- REST API with comprehensive endpoints
- Webhook notifications for real-time status
- Bulk send (1000+ envelopes per batch)
- Template management with merge fields
- Conditional routing based on data fields
- Rate limits adequate for your volume
- SDKs in your preferred languages
- Sandbox / test environment available
User experience and support
- Signer UI in all required languages
- Mobile-optimised signing flow
- Offline signing capability (if needed)
- Dashboard with envelope status tracking
- Bulk download of signed documents
- 24/7 support or adequate coverage hours
- Dedicated account manager (enterprise)
- Implementation services available
Frequently asked questions
The evaluation schedule depends on security review, legal scope, integrations, procurement gates, and POC complexity. Agree on evidence requirements and test scenarios first, then set milestones from that plan.
Disclaimer
Compliance standards and certifications change over time. Verify each vendor's current trust-centre report, certificate scope, audit period and product-specific controls before purchase. eSign.AI claims in this page should be confirmed against current product documentation.
Vendor scorecard with evidence
A score is useful only when each point has an owner and proof. Use the same workflow for every vendor and record pass, hold or reject instead of filling unknowns with assumptions.
| Area | Proof to keep | |
|---|---|---|
| Legal and market route | Written route for the target document and market | Current legal/product source and test record |
| Signing and evidence | Signer journey and retrievable completed record | Exported sample evidence package |
| Integration | API, webhook and failure handling | Proof-of-concept result and owner |
| Commercial scope | Users, volume, support, implementation and retention | Dated quote and exclusions |
How eSign.AI should be evaluated
Use eSign.AI as a candidate when its tested signing workflow meets the buyer's written acceptance criteria. The recommendation should name the tested document, market, integration, evidence result and remaining risks.
