Transitioning to e-signature platforms for a small agency

Hi everyone. My family runs a small property management firm, and we've been relying on physical paperwork for lease agreements for decades. We're finally digitizing our workflow this quarter. I'm looking at a few major digital signature platforms. Beyond the subscription costs, what are the day-to-day operational hiccups you experienced when moving your clients and older staff to these professional software services?

The biggest hurdle was actually client adoption, especially with older tenants. We had to create a step-by-step PDF guide with screenshots just to show them where to click. Expect your administrative staff to spend a lot of time walking people through the signing process over the phone initially.

Integration with our existing CRM was our main sticking point. The API didn't sync properly at first, which caused duplicate entries for new clients. When we tried to resolve it, finding the right technical support took longer than expected. If you run into snags, you might end up browsing forums or pages like https://docusign.pissedconsumer.com/customer-service.html to see if others had the same outage or sync issues. It eventually got smoothed out, but the initial technical setup required bringing in a freelance IT consultant to properly map the data fields between the e-signature tool and our database.