documenso-cost-tuning

# Documenso Cost Tuning ## Overview Optimize Documenso costs through efficient usage patterns, template reuse, and monitoring. ## Prerequisites - Documenso account with billing access - Understanding of your usage patterns - Access to usage analytics ## Documenso Pricing Model Documenso offers multiple plans: | Plan | Best For | Key Limits | |------|----------|------------| | Free | Testing/Personal | Limited documents | | Individual | Freelancers | Higher document limits | | Teams | Small teams | Team collaboration | | Enterprise | Large organizations | Custom limits | ## Cost Optimization Strategies ### Strategy 1: Template Reuse ```typescript // EXPENSIVE: Creating from scratch each time async function createContractExpensive(data: ContractData) { const doc = await client.documents.createV0({ title: data.title, file: await generatePdf(data), // PDF generation cost }); // Add recipients each time await client.documentsRecipients.createV0({ documentId: doc.documentId!, email: data.signerEmail, name: data.signerName, role: "SIGNER", }); // Add fields each time await client.documentsFields.createV0({ documentId: doc.documentId!, recipientId: "...", type: "SIGNATURE", page: 1, positionX: 100, positionY: 600, width: 200, height: 60, }); return doc; } // EFFICIENT: Use templates async function createContractEfficient(data: ContractData) { // Template already has fields and recipient placeholders const envelope = await client.envelopes.useV0({ templateId: STANDARD_CONTRACT_TEMPLATE, title: data.title, recipients: [ { email: data.signerEmail, name: data.signerName, signerIndex: 0, }, ], }); return envelope; } ``` ### Strategy 2: Document Consolidation ```typescript // EXPENSIVE: Multiple documents for one transaction // Creates 3 documents = 3x cost async function handleDealExpensive(deal: Deal) { await createDocument("NDA", deal); await createDocument("MSA", deal); await createDocument("SOW", deal); } // EFFICIENT: Combine into one document package // Creates 1 document = 1x cost async function handleDealEfficient(deal: Deal) { // Combine PDFs into single document const combinedPdf = await combinePdfs([ "./templates/nda.pdf", "./templates/msa.pdf", "./templates/sow.pdf", ]); await createDocument("Deal Package", deal, combinedPdf); } ``` ### Strategy 3: Draft Cleanup ```typescript // Clean up abandoned drafts to avoid confusion and track true usage async function cleanupOldDrafts(daysOld = 30): Promise { const cutoffDate = new Date(); cutoffDate.setDate(cutoffDate.getDate() - daysOld); const docs = await client.documents.findV0({}); const oldDrafts = docs.documents?.filter( (d) => d.status === "DRAFT" && new Date(d.createdAt!) < cutoffDate ) ?? []; let deleted = 0; for (const draft of oldDrafts) { try { await client.documents.deleteV0({ documentId: draft.id! }); deleted++; } catch (error) { console.warn(`Failed to delete draft ${draft.id}`); } } console.log(`Deleted ${deleted} old drafts`); return deleted; } // Schedule weekly cleanup // cron: "0 0 * * 0" (Sunday midnight) ``` ### Strategy 4: Usage Monitoring ```typescript interface UsageMetrics { period: { start: Date; end: Date }; documentsCreated: number; documentsCompleted: number; templateUsage: Map; activeRecipients: Set; } async function trackUsage(): Promise { const now = new Date(); const startOfMonth = new Date(now.getFullYear(), now.getMonth(), 1); const metrics: UsageMetrics = { period: { start: startOfMonth, end: now }, documentsCreated: 0, documentsCompleted: 0, templateUsage: new Map(), activeRecipients: new Set(), }; // Iterate through documents const docs = await client.documents.findV0({}); for (const doc of docs.documents ?? []) { const createdAt = new Date(doc.createdAt!); if (createdAt >= startOfMonth) { metrics.documentsCreated++; if (doc.status === "COMPLETED") { metrics.documentsCompleted++; } // Track recipients for (const recipient of doc.recipients ?? []) { metrics.activeRecipients.add(recipient.email!); } } } return metrics; } // Alert when approaching limits async function checkUsageLimits() { const metrics = await trackUsage(); const MONTHLY_LIMIT = 100; // Your plan's limit const usagePercent = (metrics.documentsCreated / MONTHLY_LIMIT) * 100; if (usagePercent > 80) { console.warn(`Usage at ${usagePercent.toFixed(0)}% of monthly limit!`); // Send alert } } ``` ### Strategy 5: Efficient Field Placement ```typescript // Reduce API calls by batching field creation async function addFieldsEfficiently( documentId: string, fields: FieldConfig[] ): Promise { // Use batch endpoint when available if (fields.length > 1) { await client.documentsFields.createManyV0({ documentId, fields: fields.map((f) => ({ recipientId: f.recipientId, type: f.type as any, page: f.page, positionX: f.x, positionY: f.y, width: f.width ?? 200, height: f.height ?? 60, })), }); } else if (fields.length === 1) { const f = fields[0]; await client.documentsFields.createV0({ documentId, recipientId: f.recipientId, type: f.type as any, page: f.page, positionX: f.x, positionY: f.y, width: f.width ?? 200, height: f.height ?? 60, }); } } ``` ### Strategy 6: Self-Hosting Consideration For high-volume use cases, self-hosting may be more cost-effective: ```yaml # docker-compose.yml for self-hosted Documenso version: '3.8' services: documenso: image: documenso/documenso:latest ports: - "3000:3000" environment: - NEXTAUTH_SECRET=${NEXTAUTH_SECRET} - NEXT_PRIVATE_DATABASE_URL=${DATABASE_URL} - NEXT_PRIVATE_SMTP_HOST=${SMTP_HOST} volumes: - ./cert.p12:/opt/documenso/cert.p12:ro postgres: image: postgres:15 volumes: - postgres_data:/var/lib/postgresql/data volumes: postgres_data: ``` **Cost comparison (example):** - Cloud: $49/user/month at 10 users = $490/month - Self-hosted: Server + DB + maintenance = ~$100-200/month ### Strategy 7: Usage Reporting Dashboard ```typescript // Generate monthly cost report async function generateCostReport(month: Date): Promise { const metrics = await trackUsage(); // Calculate costs (example rates) const perDocumentCost = 0.5; // Example: $0.50 per document const estimatedCost = metrics.documentsCreated * perDocumentCost; const report = { period: `${month.getFullYear()}-${String(month.getMonth() + 1).padStart(2, "0")}`, metrics: { documentsCreated: metrics.documentsCreated, documentsCompleted: metrics.documentsCompleted, completionRate: (metrics.documentsCompleted / metrics.documentsCreated) * 100, uniqueRecipients: metrics.activeRecipients.size, }, costs: { estimated: estimatedCost, perDocument: perDocumentCost, }, recommendations: [] as string[], }; // Add recommendations if (report.metrics.completionRate < 50) { report.recommendations.push( "Low completion rate - consider simplifying signing process" ); } if (metrics.documentsCreated > 500) { report.recommendations.push( "High volume - consider Enterprise plan or self-hosting" ); } return report; } ``` ## Cost Optimization Checklist - [ ] Use templates instead of creating from scratch - [ ] Combine related documents into packages - [ ] Clean up abandoned drafts regularly - [ ] Monitor usage against plan limits - [ ] Use batch APIs where available - [ ] Consider self-hosting for high volume - [ ] Review monthly usage reports ## Output - Optimized document creation patterns - Usage monitoring in place - Cost reports available - Self-hosting evaluated ## Error Handling | Cost Issue | Indicator | Solution | |------------|-----------|----------| | Overage charges | Exceeding limits | Upgrade plan or optimize | | Unused features | Low completion rate | Simplify workflow | | Duplicate documents | High creation rate | Use templates | | Abandoned drafts | Many DRAFT status | Implement cleanup | ## Resources - [Documenso Pricing](https://documenso.com/pricing) - [Self-Hosting Guide](https://docs.documenso.com/developers/self-hosting) - [Template Best Practices](https://docs.documenso.com/users/templates) ## Next Steps For architecture patterns, see `documenso-reference-architecture`.