Brandon,
Agree. DocuSign business seems simpler, and along with esignature, they are also building out contract analytics which in my line of work will save me exponentially more hours than the esignature function.
One thing I want to point out with Cloudflare and the paying customer metric - at the beginning of the work from home movement, Cloudflare began offering a key product, Cloudflare for Teams, for free until September 1. Given the timing of both (i) companies looking for ways to minimize expenses, and (ii) a large amount of online businesses being created during lock down, one would expect Cloudlflare to have acquired many non-paying customers whose meter will begin running September 1. We will see during the next ER what that figure looks like and how it impacts guidance.
Not arguing your point re simplicity, but I think it’s worth keeping an eye on this as it could lead to an uptick in paying customers. Once locked into the Cloudflare platform, there are many new products to funnel and upsell their way.
Thanks,
Malcolm
Long both DOCU and NET