About CoB Plan continues

What is included in the plan?

Here’s a clean, side-by-side breakdown of Business Pro vs Enterprise Pro, plus a quick way to audit what you actually have enabled (this is where most teams discover unused value).

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⚖️ Business Pro vs Enterprise Pro (what really changes)

Feature Area	Business Pro	Enterprise Pro
✍️ Sending & signing	✅ Full functionality	✅ Same
📄 Templates & bulk send	✅ Yes	✅ Yes
🔁 Workflow automation	✅ Advanced fields, conditional logic	✅ Same + more control at scale
📊 Reporting	Basic–moderate	Advanced reporting + org-wide visibility
👥 User management	Per-account	Centralized org-wide admin
🔐 Security	Standard auth options	Advanced auth + SSO + policies
🔑 Single Sign-On (SSO)	❌	✅
🏢 Organization management	❌	✅ (multi-account control)
🔌 API access	Limited	Full API + embedded signing
🧪 Sandbox/dev environment	❌	✅
📦 Envelope limits	~100/user/year	Custom (e.g., your 5,000 pool)
⚙️ Feature control	Limited	Granular admin controls
🧾 Compliance (HIPAA, etc.)	Limited	Enterprise-grade options
🎯 Integrations	Standard (Salesforce, etc.)	Deep + custom integrations

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🧠 The real difference (in plain English)

• Business Pro = great for teams sending documents

• Enterprise Pro = built for companies integrating, scaling, and controlling DocuSign across an organization

👉 Most of the extra value comes from:

• IT/security control

• API + embedding

• Centralized governance

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🔍 How to audit your Enterprise Pro account (highly recommended)

Here’s how to check what you’re actually using vs paying for:

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1. Check admin-level features

Go to:

• Admin Console → Organization Settings

Look for:

• SSO enabled?

• Domain claimed?

• Centralized user management?

👉 If not enabled → you’re underusing Enterprise features

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2. Check authentication methods

Go to:

• Signing Settings / Security

Look for:

• ID Verification

• Knowledge-based authentication (KBA)

👉 These are often paid add-ons—many orgs have them but don’t use them

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3. Check API usage

Ask:

• Are you using:

  • Embedded signing?

  • API integrations?

👉 If NO → you’re not using one of the biggest Enterprise advantages

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4. Check reporting depth

Go to:

• Reports

Look for:

• Custom reports

• Envelope analytics across users

👉 If you’re only exporting CSVs → you’re barely scratching Enterprise capability

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5. Check envelope consumption

• Review:

  • Total envelopes used vs 5,000 limit

• Look for:

  • Underuse (very common)

  • Or overage risk

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6. Check integrations

Common ones:

• Salesforce

• Microsoft 365

• Google Drive

👉 If your team is manually uploading/downloading docs → missed automation opportunity

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🚨 Common “wasted Enterprise Pro” scenarios

These happen a LOT:

• Paying for Enterprise but:

  • ❌ No SSO

  • ❌ No API usage

  • ❌ No advanced authentication

  • ❌ No org-level admin setup

👉 In those cases, teams could often downgrade to Business Pro and save money