[HN Gopher] DocuSign to cut workforce by 9% as part of restructu...
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       DocuSign to cut workforce by 9% as part of restructuring plan
        
       Author : ParksNet
       Score  : 98 points
       Date   : 2022-09-28 16:41 UTC (6 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | tomschungry wrote:
       | I'm sure they grew quite a bit during the height of covid (like
       | Zoom) but everyone is now scaling back with this recession
       | looming. Sad regardless.
        
       | johnfonesca wrote:
       | My company is developing a digital signatures platform called
       | Bulksign https://bulksign.com
       | 
       | We want to encourage broader use of advanced digital signatures
       | and we are giving the on-premise version of this platform for
       | FREE to any NON-PROFIT organization from anywhere in the world
       | which wants it.
       | 
       | With droughts and up to 10l of water being used to make 1 sheet
       | of A4 paper, i think natural resources are better spent elsewhere
       | and digital documents and digital signatures should become the
       | norm.
        
         | xu_ituairo wrote:
         | Some design feedback:
         | 
         | The site doesn't feel very modern/trustworthy/premium. Things
         | like stock photography and generic icons (that vary in style)
         | add to that impression. Lots of font are the same size (try
         | making the headings bigger and bolder). The logo background not
         | matching the color of the nav bar.
         | 
         | Also try setting a max width for the contents so it doesn't
         | spread out as wide on wide screens.
         | 
         | If this is because you're doing this yourself while also
         | managing other things, have a look at some Bootstrap examples
         | (I see you're importing and using it, but doing br instead of
         | bootstrap's padding/margins and some other non-standard things
         | is making it feel a bit messy, I think). I see a lot of <br />
         | and style= in the HTML.
         | 
         | Even easier if this is just a landing page, try something like
         | Webflow to make a good-looking site quickly.
        
           | pram wrote:
           | Yeah it looks like a scam website. No offense but there's
           | like a billion landing page templates out there these days
           | that look slick and are easy to implement. This is pretty
           | lazy.
        
           | johnfonesca wrote:
           | Thank you for providing constructive feedback.
        
         | TedDoesntTalk wrote:
         | > 10l of water being used to make 1 sheet of A4
         | 
         | Right now I'm eating lunch at a restaurant that is spraying
         | mist nonstop over its outdoor tables because it is a dry
         | climate. In fact, the water company declared drought a couple
         | months ago ago, and water prices increased accordingly.
         | 
         | Apparently no one cares.
        
         | kingofpandora wrote:
         | > English, Deutsch, Spanish, Portuguese, Swedish, French,
         | Italian, Dutch, Polski, Hrvatski, Czech, Bosnian, Magyar,
         | Romanian, Greek, Bulgarian, Japanese, Ukrainian, Chinese and
         | Turkish
         | 
         | Strange how it switches between native and English for
         | different languages.
         | 
         | I didn't think the landing page looks like a scam though ...
        
       | user3939382 wrote:
       | I ran IT for a company of about 50 employees and paying for
       | DocuSign was a huge line item on our fixed overhead. It's way too
       | expensive/unreasonable for smaller companies. They setup this
       | pricing plan to sell to Honeywell or something and then expect
       | everyone else to pay the same.
        
         | Bluecobra wrote:
         | Yikes, you're not kidding. Does every person need DocuSign
         | though? Couldn't you just share a couple of generic accounts
         | like sales@foo.com or hr@foo.com?
        
       | newaccount2021 wrote:
        
       | [deleted]
        
       | roody15 wrote:
       | School IT guy here.. DocuSign made multiple pitches to our
       | district and they all fell flat. Really seemed to be cold call
       | marketing a product ... that is not as valuable as they try an
       | protray.
       | 
       | We have been digitally signing document and digitally registering
       | students .. for over a decade ... Docusign did not make the
       | process any easier. Pass.
        
       | jd_illa wrote:
       | What is a good alternative? Would like something that works well
       | with scale and bulk sends (e.g. where the doc is the same but
       | name is different for each recipient)
        
         | danielmarkbruce wrote:
         | Why do you need an alternative? It's a good product.
        
           | BiteCode_dev wrote:
           | But a very expensive one for what it does. You pay for the
           | monopoly, not the tech.
           | 
           | Using alternative breaks the monopoly.
        
             | danielmarkbruce wrote:
             | You pay for the brand. It's not a monopoly by any
             | reasonable definition. There are dozens of providers and a
             | handful of legit competitors.
        
           | user3939382 wrote:
           | Their pricing structure only makes sense for large
           | corporations, it's extremely expensive. SignNow PandaDoc
           | HelloSign etc have good offerings but lacking some features
           | here and there.
        
           | jd_illa wrote:
           | I don't like it for bulk sends. As a lawyer, if I need to get
           | a lot of shareholder docs signed, DocuSign is def better than
           | nothing, but not a great user experience. Also, always
           | interested in alternatives even if it's just intellectual.
           | 
           | Another thing I really don't like is how it "forces"
           | signatures by it's labelling system. People should read
           | contracts, not just sign them.
        
         | simantel wrote:
         | SignWell (https://signwell.com) is an indie alternative.
        
       | tomcam wrote:
       | Docusign has 7,400 employees. TFA doesn't bother to mention
       | anything about their revenue. Gross is $622 million. Net is -$45
       | million. Somehow they are losing money on document signing
       | software despite having overcome, to their credit, resistance to
       | the concept and developing something like a monopoly.
       | 
       | How are they losing so much money?
        
         | taldo wrote:
         | Maybe they should've done it the other way around: keep 9% of
         | their workforce, let go 91%
        
           | [deleted]
        
           | tomcam wrote:
           | I bet they would survive and thrive if they did that.
        
         | danielmarkbruce wrote:
         | These numbers are wrong, the $622m is for 1 qtr.
         | 
         | TTM revenue is $2.4 billion. Gross profit is $1.8 bill.
         | 
         | They are losing money because they spend a fortune on sales and
         | marketing. As all growing enterprise software companies do. And
         | it's sensible. To make an analogy, if you have 1000 oil wells
         | with high IRRs, you get drilling. You'll lose money for a while
         | because they cost a lot to drill, and then the money just flows
         | in.... It's the same as acquiring large customers with a sticky
         | enterprise software offering. The only difference is that due
         | to accounting standards oil & gas companies categorize drilling
         | as capex while enterprise software companies categorize it as
         | operating expense (mostly, there are a few minor exceptions).
        
           | time_to_smile wrote:
           | > As all growing enterprise software companies do. And it's
           | sensible.
           | 
           | It's sensible only when you know you can flip a switch and
           | turn to profit mode. This is true in the oil drilling
           | example, but not at all guaranteed for tech companies.
           | 
           | So much of VC funding in the last decade has assumed (not
           | only for enterprise software, but everything), that if you
           | grow by some metric enough, one day you can flip a switch and
           | *poof* profits. This same logic pervaded the "new economy"
           | thinking right before the dotcom bust.
           | 
           | With the cost of many going up more and more of these large,
           | unprofitable tech companies are going to have to start
           | proving that they really can flip that switch and remain at
           | the scale they are. I think a concerning amount will find
           | they can't.
        
             | danielmarkbruce wrote:
             | I guess time will tell. Do you have a specific example of
             | an enterprise software company you believe is in that
             | bucket?
        
           | kuwoze wrote:
        
         | adam_arthur wrote:
         | Because they overhired like most other startups.
         | 
         | No need for grandiose visions for their software, just support
         | it with minor improvements here and there and aim for
         | profitability rather than pushing the concept beyond what it
         | should be.
         | 
         | Electronic signing as a product will likely become pretty much
         | 100% free over time as competitors build out. Cost structure
         | for Docusign must be lean to be viable long term
        
         | scarface74 wrote:
         | Why does DocuSign need 7400 employees?
        
           | yrgulation wrote:
           | They probably hire two to three leet coders to get the job of
           | one experienced developer done. And one pdf certified scrum
           | master for each team along with two managers and product
           | owners.
        
           | gallamine wrote:
           | I'd guess a significant portion are low(er)-wage technical
           | support folks. When the partners at Hamlin-Hamlin-McGill
           | can't remember their Docusign password they need someone to
           | call.
        
             | init2null wrote:
             | Docusign has terrible outsourced tech support and dreadful
             | account management. I'm wondering what all these people are
             | actually doing. There are decent alternatives for the
             | majority of uses, and they cost so much less.
        
             | scarface74 wrote:
             | This actually makes sense. They would need a large
             | contingent of CSRs.
        
           | kwertyoowiyop wrote:
           | Probably for their AI team. No, their NFT team. Uhhhh I meant
           | their metaverse team.
        
         | cheriot wrote:
         | The McKinsey consultant turn CEO tried to launch an "Agreement
         | Cloud" product with "AI" to assist reviewing legal documents
         | and it went about as well you'd expect.
         | 
         | Also, Adobe Sign seems to have reached feature/integration
         | parity.
        
         | 01100011 wrote:
         | Software engineers are expensive.
        
         | spaceman_2020 wrote:
         | Man there is some serious bloat in most tech companies. Why on
         | earth does Docusign need 7000+ employees?
        
           | johnfonesca wrote:
           | I'm very curios how many developers DocuSign has.
           | 
           | At Bulksign https://bulksign.com, we're building a digital
           | signatures platform which has comparable features with a tiny
           | team.
        
             | tomcam wrote:
             | You need to send them a thank-you note for literally doing
             | all the hard work for you. I rejected the idea of building
             | my own signing product simply because I like to stay small
             | and didn't have the ability to hire the legal and
             | regulatory firepower to make it a trustworthy concept.
             | They've paved the way for you, providing gentle massages
             | and tasty snacks while they were at it. You're welcome!
        
             | yardstick wrote:
             | I haven't looked at your site, but please, please, have a
             | good export/bulk download option.
             | 
             | DocuSign and HelloSign are terrible in this respect. Just
             | give me a simple, straightforward way (Ie couple clicks
             | max) to dump every single signed document and their
             | metadata so I can pass it to auditors. That would be a
             | great feature.
        
               | johnfonesca wrote:
               | Yes, we actually have a mass download application (it's
               | Windows only so far) which downloads all signed PDF
               | files.
               | 
               | https://bulksign.com/docs/EnvelopeDownloader.htm
        
             | seper8 wrote:
             | Lil bit of feedback, your site _really_ doesn't read well
             | on ultrawide :)
        
               | johnfonesca wrote:
               | Thank you for providing feedback, we will improve UW
               | support for the landing page.
        
             | pb7 wrote:
             | I can tell your tiny team doesn't include any designers.
        
           | delecti wrote:
           | I don't know if it accounts for all 7000, but sales, legal,
           | and support would account for quite a bit. Docusign is
           | definitely a company that needs rock solid legal and support
           | teams.
        
             | tomcam wrote:
             | You're completely right. And you forgot to include
             | international issues, if that's part of their business
             | model. But 7,000.
             | 
             | Also, at this point I feel they could coast a bit on the
             | sales. They are the standard in the USA, period. IMHO the
             | service is suitably viral and must sell itself in large
             | part. (I could be way off on the last assumption.)
        
               | notahacker wrote:
               | They want sales involved for any purchase over PS2k per
               | annum, and I suspect it's because actually a _lot_ of
               | their revenue comes from the sort of order sizes and
               | software integrations you only achieve from having
               | account managers and support staff asking a _lot_ of
               | questions about their business process and software
               | platforms, and then fielding questions from legal.
        
           | toomuchtodo wrote:
           | Internal fiefdoms could be a component.
           | 
           | Let's Encrypt has a staff of 16. I'm not unsympathetic to
           | sales, marketing, DevRel, etc (ongoing BAU and solid growth
           | are both crucial to an established enterprise) but a gap of
           | low teens to 7000 people for using emails to proof identity
           | and store documents for retention periods? Come onnnnnnn.
        
             | djohnston wrote:
             | It's truly insane how much the success of leadership is
             | measured by the size of recursive reports. It's as asinine
             | as the "use it or lose it" budgeting strategy.
        
             | lrem wrote:
             | Taking into account what Docusign are doing, they probably
             | need legal in retainer for every single of the 180
             | countries they sell to. How many languages do they need to
             | support in the software? And don't forget sales. Stuff adds
             | add quickly. Then, remember, productivity is sub-linear
             | with headcount.
        
             | missedthecue wrote:
             | An internal fiefdom is something you expect at IBM. Lunacy
             | if DocuSign is allowing that to happen.
        
               | lumost wrote:
               | Why is IBM special in this regard? Fiefdoms appear in any
               | organization larger than a few dozen people.
        
               | missedthecue wrote:
               | IBM is a place where people go and rot in a cubicle for
               | 40 years and then retire. Fiefdoms are a natural
               | consequences. Companies like DocuSign have turnover and
               | growth such that it becomes somewhat more difficult to
               | build fiefdoms.
        
               | no_wizard wrote:
               | They're everywhere at most companies, sometimes in non
               | obvious ways.
               | 
               | For instance, marketing sometimes has its own developer /
               | engineering teams, rather than running their work through
               | the engineering org. Thats an example.
        
         | tristor wrote:
         | Wow, Docusign has 7400 employees on only $622M in gross
         | revenue?
         | 
         | For comparison, consider Cisco, a company most people think of
         | as a bloated dinosaur... it has ~75000 employees on a gross
         | revenue of $51.557B for FY22.
         | 
         | So roughly 10x the employees, but 83x the gross revenue. And
         | this is Cisco, hardly a tech darling at this point.
         | 
         | What the hell do 7400 people do at Docusign?
        
           | [deleted]
        
           | stusmall wrote:
           | I'd imagine the ratio of post sales support staff is higher
           | than normal with them. Either technical or, as someone else
           | mentioned, legal. Docusign only makes sense as a product if
           | it is quick and easy to use. They need to help customers
           | clear any hurdles fast.
        
             | lumost wrote:
             | Anecdotally, I've seen an increasing trend of bloated
             | engineering orgs across startups. Presumably this is
             | motivated in part by a desire to be perceived as an
             | innovative "Tech" company amongst investors.
             | 
             | I don't think it's a fair assumption that only
             | sales/marketing orgs are oversized anymore. Oversized
             | engineering orgs also lead to oversized opex spend due to
             | added difficulty in having ~1k engineers contribute to a
             | common code base.
        
               | monkeydust wrote:
               | Yea I'm seeing this. Lot of 'lets throw more eng fte's'
               | on this problem rather than trying to make existing more
               | productive. This will have to change.
        
               | subsubzero wrote:
               | 100%, what I have seen is alot of companies are trying to
               | emulate Google's laid back culture in shipping products.
               | The problem with this is Google is one of the most
               | successful monopolies ever created. Alot of these tech
               | companies are not, but they emulate the perks and wlb
               | that google has which leads to situations like what we
               | are seeing now.
        
               | lumost wrote:
               | This comment reminded me of a time long ago when I worked
               | at a middle of the road startup with ~100MM in revenue,
               | ~300 employees, and a margin of ~30-40%. On net the
               | company lost money, and probably had a gross profit of
               | ~200k per employee.
               | 
               | A particular principal engineer was prone to arguing that
               | Engineers should be getting paid between half a million
               | and a million per year. On the basis that our
               | contributions were much greater than what we were paid.
               | That Engineer is a CTO now.
        
           | [deleted]
        
           | lotsofpulp wrote:
           | While Cisco is not Apple, Microsoft, Alphabet, Amazon, or
           | Facebook, it consistently puts up numbers worthy of envy by
           | most others:
           | 
           | https://www.macrotrends.net/stocks/charts/CSCO/cisco/net-
           | pro...
        
           | lmkg wrote:
           | Considering the verticals they're in, they probably need to
           | deal with a whole buncha legal requirements. Different legal
           | requirements from different jurisdictions, many of which are
           | devolved to independent standards bodies. I'm sure that adds
           | some body count.
        
             | jd_illa wrote:
             | Is this true? I don't think their product offering varies
             | by jurisdiction. At least not in my experience as an
             | attorney.
        
               | kingofpandora wrote:
               | The fine print that we never read may well vary ... of
               | course you are an attorney, so maybe you do read it!
        
           | ricardobayes wrote:
           | Good question. I've seen less than 300 employees produce
           | self-driving software (on the road today, not PoC level
           | stuff).
        
         | karaterobot wrote:
         | I think you said it yourself. If the gross revenue is just $84k
         | per employee, they've probably got too many people on payroll
         | to be profitable.
        
         | codegeek wrote:
         | A bit surprised. As a docusign customer, I like their simple
         | UI/UX and would never think that they are losing money at
         | -$45M. But then, why do they need 7400 employees is a great
         | question.
        
         | merb wrote:
         | well we tried to make an integration and god.... we had to deal
         | with so many people and are still clueless why we even needed
         | to talk to them. it's like you have a sales person which as an
         | isv partner will hook you up to a small presentation which does
         | somebody else, however technical stuff can only be talked about
         | by another team, the final contract can also only be done by
         | somebody else, etc. heck their sales team is probably bigger
         | than their developer team
        
         | beefman wrote:
         | Stock-based compensation
         | 
         | https://www.macrotrends.net/stocks/charts/DOCU/docusign/stoc...
         | 
         | https://finance.yahoo.com/quote/DOCU/financials?p=DOCU
         | 
         | https://twitter.com/FinancialFiling/status/15030635121758085...
        
         | qq66 wrote:
         | TTM revenues are $2.3 billion with $1.2 billion sales costs and
         | $450m Research and Development. Both figures are too high for a
         | company whose growth has come down to the ~30% range.
         | 
         | On selling it smells like attempting to sell huge, broad
         | "solutions" that cover 20 different departments to try to get
         | so stuck into an enterprise that they will never churn. This
         | will cause very expensive and slow sales cycles. It can only be
         | justified if these solutions are actually getting DocuSign in a
         | place where they are uniquely positioned to upsell into all of
         | these different functions down the road, taking into account
         | that Microsoft is probably building crappier but cheaper
         | versions of the same offerings.
         | 
         | On R&D it sounds like they're either 1) way too inefficient or
         | 2) supporting a ton of integration for the huge solutions that
         | need 500 different connectors into every legacy app ever
         | written. Again, this could make sense, but requires them to
         | attain a Microsoftish level of integration into company
         | workflows that ensures that the customer is a permanent golden
         | goose.
        
           | bushbaba wrote:
           | The sales cost and R&D costs seem high. I could see sales
           | cost being high to get faster adoption with tail-end profit.
           | BUT 450M R&D... it's a document signing application. Seems
           | like there's room to cut costs without impact to the
           | business. For example, there's no way Box spent 450M/year in
           | R&D to build out it's own docusign equivalent.
        
             | tomcam wrote:
             | > there's no way Box spent 450M/year in R&D to build out
             | it's own docusign equivalent.
             | 
             | So true... I could have done that in a weekend!
             | 
             | https://danluu.com/sounds-easy/
             | 
             | Seriously you're dead right. I just never get tired of that
             | callback.
        
               | qq66 wrote:
               | There's a lot of space between a weekend and $450M.
        
         | tomatotomato37 wrote:
         | It's right there in your first sentence. Docusign is a SF
         | company; If we are take an average SF salary of 100k over 7400
         | employees that's a $740 million expense. And considering their
         | net loss is less than $118 million its obvious they are paying
         | under market rate.
        
           | adamredwoods wrote:
           | >> Docusign is a SF company
           | 
           | They started in Seattle: DocuSign Tower, 999 3rd Ave #1800,
           | Seattle, WA 98104
           | 
           | >> The city where our company was founded, Seattle continues
           | to play a deeply important role in many aspects of our
           | culture and business with teams from many functions including
           | Engineering, Sales & Marketing and Global Customer Support.
        
           | baron816 wrote:
           | No way average SF salary is that low.
        
             | jjulius wrote:
             | https://www.ziprecruiter.com/Salaries/-in-San-Francisco,CA
        
               | nwiswell wrote:
               | Alright so:
               | 
               | 1) That's not white collar tech jobs, that's ALL jobs in
               | SF
               | 
               | 2) That's base salary, not inclusive of other comp like
               | stock and bonus
               | 
               | 3) Benefits are a huge slice of the compensation pie:
               | insurance is not cheap, most companies 401k match, etc
               | 
               | 4) Payroll tax is a big chunk too
               | 
               | 5) There's overhead associated with hires. At a minimum
               | they get a laptop, but if they're onsite you have to
               | furnish a cubicle and pay all associated costs
               | 
               | Fully loaded, the annual expense of a generic tech hire
               | in SF is definitely more like $200k
        
               | jjulius wrote:
               | >That's not white collar tech jobs, that's ALL jobs in SF
               | 
               | Right! Because:
               | 
               | >If we are take an average SF salary...
               | 
               | >No way average SF salary is that low.
               | 
               | :)
        
               | yardstick wrote:
               | It's fairly well implied the original statement was
               | related to tech jobs, not just any job, in SF.
               | 
               | From HN guidelines "Please respond to the strongest
               | plausible interpretation of what someone says, not a
               | weaker one that's easier to criticize. Assume good
               | faith."
        
               | jjulius wrote:
               | >Assume good faith.
               | 
               | Please do the same. My response can basically be read
               | as...
               | 
               | Someone: "I don't think that the average SF salary is
               | $100k."
               | 
               | Me: "You'd be surprised!"
               | 
               | ... because I didn't know the answer to that either and
               | found it interesting. That's it, basically.
        
               | skinnymuch wrote:
               | Not everyone at Docusign is a white collar tech worker.
               | Most likely aren't.
        
               | colinmhayes wrote:
               | I'll go ahead and say the vast majority of docusign
               | workers are white collar. Other than building maintenance
               | and sales they have no ground game that would require low
               | skill labor.
        
               | nwiswell wrote:
               | In my experience, tech companies contract out roles like
               | security, food, janitorial, shipping, and even
               | facilities, so those people would not be included in the
               | 7000-person figure. The people who manage the
               | relationships with the contracting companies are
               | decidedly white-collar.
               | 
               | But maybe DocuSign doesn't do it that way, I don't
               | actually know.
        
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