No. of Recommendations: 1
Thanks Tinker:

One aspect of DOCU that I would like to get more color on is the “switching costs” that were referenced earlier in this thread:

High switching costs: DocuSign offers its client more than 300 prebuilt integrations with a number of highly popular applications that are made by tech giants such as Microsoft, Oracle, Salesforce, and more. The company's focus on seamless integration with other leading products makes its own software very sticky.

Those integrations with very popular applications from tech giants would seem to be a bit of lock in. How difficult is it to prebuild 300 of these popular imntegratios?

That would seem important as to the moat issue that we have been constantly told doesn’t exist for DOCU.

If this is no easy feat.....I would argue.....it is a moat.....one that only the best capitalized esignaturing companies could replicate. And this is before considering the additional lock-in that WILL OCCUR with modern SOA.

But perhaps these 300 popular integrations with tech giants explains why DOCU has 70% of the market.....something that no one has yet explained.....if no moat were to exist.
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