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The Enterprise eSignature Migration Built for Cost Control and Compliance

Move off legacy eSignature contracts without disrupting operations. DottedSign gives CIOs, IT Directors, and procurement teams a structured, compliant migration path that lowers licensing costs while meeting enterprise security and regulatory requirements.

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A Migration Framework Built for Enterprise IT and Procurement

DottedSign replaces legacy eSignature contracts with a scalable, audit-ready platform, backed by a dedicated migration framework that protects continuity for regulated industries such as banking, insurance, and BPO operations.

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Lower Total Cost of Ownership

Consolidate per-seat licensing, maintenance contracts, and professional-services fees into predictable enterprise pricing.

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Structured Migration Path

A phased assessment-to-cutover framework minimizes downtime and protects in-flight contracts during transition.

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Enterprise-Grade Compliance

Meet regulatory requirements across financial services, insurance, and outsourced operations with audit-ready records at every step.

The Hidden Cost of Staying on a Legacy eSignature Platform

  • Per-seat licensing and renewal fees that scale faster than your signing volume

  • Professional-services and implementation fees for every new integration or workflow change

  • Ongoing maintenance and support contracts layered on top of base licensing

  • Compliance re-certification costs each time regulatory requirements change

  • Manual reconciliation between disconnected systems that slows procurement approvals

See How Migration Reduces Cost →

How DottedSign's Migration Framework Compares to Legacy Platforms

A side-by-side view of what changes, and what stays protected, when you move your enterprise eSignature program to DottedSign.

DottedSign
Other Platforms
Licensing model
Consolidated enterprise pricing scoped to actual usage
Per-seat fees that compound as your team grows
Regulatory compliance updates
Compliance framework updated centrally across all workflows
Manual re-certification required for each business unit
API and system integration
Open REST API and pre-built connectors for core enterprise systems
Limited or paid add-on API access
Deployment flexibility
Cloud, regional data residency, or self-hosted deployment options
Single fixed deployment model
Migration timeline
Phased cutover plan with parallel-run support
All-or-nothing switchover risk

Enterprise Integration and API Capabilities

Connect DottedSign to the systems your IT and procurement teams already run, without rebuilding existing infrastructure.

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REST API and Webhooks

Automate document creation, sending, and status tracking with a developer-friendly eSignature API and real-time webhook events.

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Single Sign-On and Identity Management

Enforce enterprise identity policies with single sign-on and role-based access control across every team.

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CRM and ERP Connectors

Sync signed documents and status updates with the CRM, ERP, and case-management systems your teams already rely on.

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Bulk Provisioning and Admin Controls

Provision users, teams, and templates in bulk during migration, with centralized admin controls for ongoing governance.

A Defined Protocol for Migrating Templates and Workflows

Step 1

Step 1

Step 1: Template Inventory and Audit

Catalog existing templates, fields, routing rules, and signer roles from your legacy platform before migration begins.
Step 2

Step 2

Step 2: Field and Workflow Mapping

Map legacy fields, approval chains, and conditional logic to DottedSign's template structure to preserve existing business rules.
Step 3

Step 3

Step 3: Bulk Template Import and Validation

Import mapped templates in bulk and validate field accuracy, signer order, and formatting against source documents.
Step 4

Step 4

Step 4: Sandbox Testing

Run migrated templates and workflows in a sandbox environment with real stakeholders before go-live.
Step 5

Step 5

Step 5: Phased Rollout

Cut over teams and business units in planned phases to limit disruption to active contracts and signing queues.
Step 6

Step 6

Step 6: Post-Migration Governance

Establish ongoing template governance, version control, and access permissions once migration is complete.

Frequently Asked Questions About Enterprise Migration

How long does an enterprise eSignature migration typically take?

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Timelines depend on template volume and integration complexity. Our migration team scopes a phased plan during your consultation, with sandbox testing before any production cutover.

Will our existing contract templates and approval workflows transfer over?

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Yes. Our migration protocol maps existing fields, signer roles, and approval logic from your legacy platform into DottedSign templates, validated in a sandbox before go-live.

Can DottedSign meet the compliance requirements of regulated industries like banking and insurance?

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DottedSign maintains ISO 27001, ISO 27017, and ISO 27018 certifications, with tamper-evident audit trails and regional data residency options to support regulated environments.

Does DottedSign integrate with our existing CRM, ERP, or identity provider?

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Yes. DottedSign offers a REST API, webhooks, and pre-built connectors, along with single sign-on support for enterprise identity management.

What happens to signature tasks that are in progress on our legacy platform during migration?

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Our phased rollout plan supports parallel operation, so contracts already in flight on your legacy platform can complete there while new activity moves to DottedSign.

Can we deploy DottedSign privately for data sovereignty requirements?

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Yes. Enterprise customers can choose cloud, regional data residency, or self-hosted deployment based on their data sovereignty and compliance requirements.

How does DottedSign reduce total cost of ownership compared to our current platform?

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Consolidated enterprise pricing replaces per-seat licensing, professional-services fees, and maintenance contracts, with cost typically assessed during your migration evaluation.

How do we get started with an enterprise migration evaluation?

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Schedule an enterprise consultation using the form below. Our team will review your current platform, template volume, and compliance requirements to scope a migration plan and proof of concept.

Ready to Drive Your Business Growth With DottedSign?

Talk to our sales team to explore how DottedSign can be tailored to your existing workflows and systems.

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    Schedule a demo

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    Get pricing information

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    Explore use cases for your team

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