No. of Recommendations: 2
The question is, is there something special about what Docusign can do or not? I know of tons of companies who populate PDFs from data in databases. A little rudimentary workflow can handle moving from completion of one document to whatever should happen next. Is there some special sauce here or just something that bunches of people do or could do with little effort?

This domain is one where the TAM is relative to time, i.e., eventually whole lots of people will probably be doing it, but thus far only a small part of that total potential is doing anything. Docusign has a big market share of one piece of what will eventually be a very large market covering many functionalities which no one is delivering today. I would think they could be vulnerable to a giant like Adobe waking up and saying "hey, that's an interesting market" and whipping up a solution with little effort beyond what they have already. Or, is there something more here?
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