Core capabilitySend electronic signature requestsPrepare and send a document for electronic signing. 4.8 points maximum | Supported4.8 / 4.8 pts Paid plans advertise unlimited signature requests. Official documentation Β· Oct 15, 2026Source β |
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Core capabilitySignature status trackingTrack recipient activity or the completion status of a signature request. 4.8 points maximum | Supported4.8 / 4.8 pts Executed signature requests retain transaction status and event evidence. Official documentation Β· Oct 15, 2026Source β |
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Depth checkCorrect a pending signature requestCorrect a sent but incomplete request through a documented correction workflow. 7.2 points maximumAsk for a demonstrationSend a document with an error, correct it, and show what the recipient sees. A scenario to run with the supplier; not a completed product test. | Supported7.2 / 7.2 pts Pending requests can be edited; changes are retained in the audit trail. Official documentation Β· Oct 15, 2026Source β |
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Depth checkCancel or decline a requestCancel an incomplete request or let a recipient decline it with recorded status. 7.2 points maximumAsk for a demonstrationCancel or decline a request and show the final status and recipient notification. A scenario to run with the supplier; not a completed product test. | Supported7.2 / 7.2 pts API cancellation is supported before any signer signs; later cancellation has restrictions. Official documentation Β· Oct 15, 2026Source β |
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Core capabilitySigning audit recordRetain a timestamped audit trail or certificate associated with the signing transaction. 4 points maximum | Supported4 / 4 pts A timestamped audit record is provided for requests; Just Me self-signing is excluded. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAdditional signer authenticationOffer an additional signer check such as an access code, SMS or identity verification. 4 points maximum | Supported4 / 4 pts The help page documents password and SMS signer-authentication options. Official documentation Β· Oct 15, 2026Source β |
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Depth checkExport document and audit evidenceDownload the signed document and its audit record or completion certificate. 5.6 points maximumAsk for a demonstrationDownload a completed document and the evidence needed to review its signing history. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts The signed document and audit trail can be downloaded together or separately. Official documentation Β· Oct 15, 2026Source β |
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Depth checkAuthentication in the audit recordRecord the result or method of an additional signer-authentication step in the audit evidence. 6.4 points maximumAsk for a demonstrationRequire an additional identity check and locate its result in the audit evidence. A scenario to run with the supplier; not a completed product test. | Not verified0β6.4 / 6.4 pts The reviewed documentation does not establish this specific workflow: authentication in the audit record. Not verified Β· Oct 15, 2026Source β |
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Core capabilityReusable document templatesReuse prepared documents or fields for repeated signature requests. 3.2 points maximum | Supported3.2 / 3.2 pts Template allowances vary by edition. Official documentation Β· Oct 15, 2026Source β |
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Core capabilitySigning order or approval routingRoute documents through a configured signing order or approval step. 3.2 points maximum | Supported3.2 / 3.2 pts The signature-request API defines a signing order so later signers wait for earlier signers. Official documentation Β· Oct 15, 2026Source β |
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Depth checkReminders and expirationConfigure reminders or expiration for outstanding signature requests. 4.8 points maximumAsk for a demonstrationSet a reminder and deadline and show the pending-request behavior. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Signature requests support expiration dates and reminder delivery. Official documentation Β· Oct 15, 2026Source β |
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Depth checkTransfer request ownership or responsibilityTransfer management of a signature request to another authorized user. 4.8 points maximumAsk for a demonstrationHave the sender leave the team and show how another user manages the request. A scenario to run with the supplier; not a completed product test. | Not verified0β4.8 / 4.8 pts The reviewed documentation does not establish this specific workflow: transfer request ownership or responsibility. Not verified Β· Oct 15, 2026Source β |
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Core capabilitySignature workflow APICreate or manage signature transactions through a documented API. 1.6 points maximum | Supported1.6 / 1.6 pts The official embedded-signing guide documents creating signature requests through the API; production app approval is required. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityStorage or business-system connectorsConnect signature workflows to storage, CRM or other business applications. 1.6 points maximum | Supported1.6 / 1.6 pts Document and CRM connections are available with tier-dependent scope. Official documentation Β· Oct 15, 2026Source β |
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Depth checkSignature event notificationsSend signature status changes to an integration through documented webhooks or callbacks. 2.4 points maximumAsk for a demonstrationComplete a signature and show the event delivered to an integration. A scenario to run with the supplier; not a completed product test. | Supported2.4 / 2.4 pts Signature callbacks report signing progress and downloadable-document availability. Official documentation Β· Oct 15, 2026Source β |
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Depth checkRetrieve signed documents by APIDownload completed documents or audit evidence through a documented API. 2.4 points maximumAsk for a demonstrationUse the API to retrieve a completed signed document. A scenario to run with the supplier; not a completed product test. | Supported2.4 / 2.4 pts The Get Files endpoint downloads the document and audit evidence. Official documentation Β· Oct 15, 2026Source β |
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Core capabilityAI agreement summaries or questionsSummarize agreement content or answer questions about it using AI. 2.4 points maximum | Not verified0β2.4 / 2.4 pts Native AI agreement summaries or questions were not established for Sign. Not verified Β· Oct 15, 2026Source β |
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Core capabilityAI document preparationUse AI to draft or refine document content, detect fields or assist preparation. 2.4 points maximum | Not verified0β2.4 / 2.4 pts AI document preparation was not verified for Sign; other Dropbox products are not assumed included. Not verified Β· Oct 15, 2026Source β |
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Depth checkAI source references in agreementsLink AI answers or summaries to passages in the underlying agreement. 3.2 points maximumAsk for a demonstrationAsk about a clause and open the exact passage supporting the answer. A scenario to run with the supplier; not a completed product test. | Not verified0β3.2 / 3.2 pts Native agreement-AI citations were not established for Dropbox Sign. Not verified Β· Oct 15, 2026Source β |
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Depth checkControl agreement AI availabilityAn account, admin or user control enables or disables the relevant agreement AI feature. 4 points maximumAsk for a demonstrationShow where AI agreement analysis can be enabled or disabled. A scenario to run with the supplier; not a completed product test. | Not verified0β4 / 4 pts A Dropbox Sign agreement-AI availability control was not established. Not verified Β· Oct 15, 2026Source β |
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Depth checkAdd a witness to a signing transactionDemonstrate: Add a witness to a signing transaction. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Add a witness to a signing transaction. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkCollect supporting files from signersDemonstrate: Collect supporting files from signers. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Collect supporting files from signers. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkCollect payment in the signing flowDemonstrate: Collect payment in the signing flow. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Collect payment in the signing flow. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkEmbed signing inside a customer applicationDemonstrate: Embed signing inside a customer application. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Embed signing inside a customer application. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkCapture signatures offline and synchronise laterDemonstrate: Capture signatures offline and synchronise later. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Capture signatures offline and synchronise later. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkChoose each recipient's signing languageDemonstrate: Choose each recipient's signing language. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Choose each recipient's signing language. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkComplete signing using keyboard and assistive technologyDemonstrate: Complete signing using keyboard and assistive technology. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Complete signing using keyboard and assistive technology. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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Depth checkSelect recipients from document-field conditionsDemonstrate: Select recipients from document-field conditions. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. 2.5 points maximumAsk for a demonstrationDemonstrate: Select recipients from document-field conditions. State the plan, limits and behaviour on failure. Use a test envelope with two recipients. A scenario to run with the supplier; not a completed product test. | Not verified0β2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified Β· Oct 21, 2026Source β |
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