How to migrate Docusign templates to Dropbox Sign

Many teams consider migrating from Docusign to Dropbox Sign. Whether they find Docusign’s complexity overwhelming or want to cut costs, Dropbox Sign is a viable alternative. It provides many of the core features you’d expect from an e-signature platform with fewer setup headaches.

If your organization needs to migrate Docusign templates to Dropbox Sign, you may wonder how the process works. The good news is that the Docusign Dropbox migration tool facilitates a relatively easy transition without rebuilding your templates from scratch. 

The drawback? You’ll still need to spend time reviewing and editing each template because Docusign and Dropbox Sign have some compatibility differences.

In this guide, you’ll learn how a Docusign and Dropbox Sign migration works, what its limitations are, and why you might consider an alternative like Jotform Sign. 

How to migrate Docusign templates to Dropbox Sign

First, let’s review the platforms involved.

Docusign allows you to collect digital signatures from customers, employees, and other stakeholders, which is useful for finalizing online contracts and sales. Recipients can sign Docusign documents through a shared link or their own Docusign account. 

Dropbox is a cloud storage platform for saving and sharing documents. It offers Dropbox Sign as an add-on service. With a Dropbox account and Dropbox Sign, you can request digital signatures and create workflows that automatically store signed documents in Dropbox.

Dropbox benefits include file access from anywhere, data encryption, and easy file sharing. Combined with Dropbox e-signature, it provides an all-in-one solution for digital signatures and file storage.

Migrating from Docusign to Dropbox Sign makes sense for existing Dropbox customers. But first, you’ll need to move your existing Docusign templates into the Dropbox Sign platform. 

Here’s how to do it.

1. Verify who can migrate templates in the Dropbox administrator console

Dropbox requires administrator authorization to access its migration tool. Administrators can update their migration controls by following these steps: 

1. Log in to Dropbox Sign. Click your avatar or initials to access the Admin console.
2. Click Admin console > Settings > Documents and templates.
3. Enable Migrate DocuSign templates to Dropbox Sign templates. 

2. Prepare and upload your Docusign templates

When you first set up your account, you likely spent a lot of time learning how to use templates in Docusign. This step helps transfer that work to Dropbox Sign. 

1. Save the Docusign templates you want to migrate in a zipped file. 
2. Log in to your Dropbox Sign account.
3. Go to Templates > Migrated > Migrate template.
4. Select the zipped file containing your templates and click Upload.

Once the upload process is complete, you can view the files in the Migrated tab.

3. Review and edit templates

Because Docusign and Dropbox Sign handle templates differently, some elements may not transfer perfectly during migration. You might need to perform a Dropbox Sign template conversion. Check each template to verify its migration status and edit your documents if necessary.

1.  In Dropbox Sign, go to Templates > All templates. 
2.  Select a migrated template and select Edit template.
3.  Add signer roles if needed, then click Next.
4. Look for any red warning symbols indicating missing fields. (If the warning symbol is black, your document transferred properly.)
5. Edit the missing fields and click Next > Save template when finished. 

Alternative place to migrate: Jotform Sign

Among Dropbox Sign alternatives, Jotform Sign is a serious contender. It offers a simpler template migration process and additional features that aren’t available through Dropbox. Brands seeking to modernize or rebuild templates choose Jotform for its flexibility and streamlined user experience.

With Jotform Sign, you can import Docusign templates and HelloSign templates through a native PDF upload. The system automatically converts your documents into ready-to-use Jotform Sign templates. And if you need to create new documents, Jotform Sign has you covered with over 800 customizable templates. You can modify them to suit your business needs without starting from scratch.

Jotform Sign offers a free plan with key features, including support for five forms with up to 100 fields each. Paid tiers unlock additional capabilities such as dynamic templates, conditional logic, and access to 100-plus integrations. 

Quick comparison: Dropbox Sign & Jotform Sign

	Jotform Sign	Dropbox Sign
Free forever plan
Ready-made signable documents	800+	40+
Templates in free plan	Unlimited
Data management	Jotform Tables
Charts & data visualization	Jotform Report Builder
Invite by link
Embed document
Cloud storage
Assigning roles in signature
Mobility
Custom branding
Type or draw signature options
Automatic reminder emails
Set a date for your document to expire
Sign inbox

How to migrate Docusign to Jotform Sign

Jotform makes it incredibly easy to migrate existing Docusign templates and workflows. The migration tool handles most of the transition automatically with limited extra setup required. Here’s how to use it:

1. Visit the Jotform Docusign Migration page.
2. Log in to your Docusign account.
3. Follow the prompts to complete the process.

Once the migration finishes, your Docusign templates will appear in your Jotform workspace. It really is that easy! 

Jotform Sign Docusign migration: A simpler solution

If you’re ready to move away from Docusign, there are compelling alternatives available. Dropbox Sign is one option, but Jotform Sign stands out for its straightforward template migration and extensive features.

With Jotform Sign, you can import Docusign templates as editable PDFs. The platform also provides unlimited access to ready-made templates and automation tools to simplify your workflows. It includes a free plan with essential features, along with paid options for teams that need more advanced functionality.

For seamless migration without the compatibility headaches, you can’t beat Jotform Sign. Its flexibility and intuitive user interface make migrations a breeze. Get started today with Jotform Sign, and explore how our modern e-signature tools support your business workflows. 

AS ALWAYS, CONSULT AN ATTORNEY BEFORE RELYING ON ANY INFORMATION ON THIS PAGE. THE CONTENT ABOVE IS FOR INFORMATIONAL PURPOSES ONLY. JOTFORM IS NOT PROVIDING LEGAL, FINANCIAL OR OTHER ADVICE.