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documenso-cost-tuning

tessl install github:jeremylongshore/claude-code-plugins-plus-skills --skill documenso-cost-tuning
github.com/jeremylongshore/claude-code-plugins-plus-skills

Optimize Documenso usage costs and manage subscription efficiency. Use when analyzing costs, optimizing document usage, or managing Documenso subscription tiers. Trigger with phrases like "documenso costs", "documenso pricing", "optimize documenso spending", "documenso usage".

Review Score

81%

Validation Score

12/16

Implementation Score

73%

Activation Score

90%

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:

PlanBest ForKey Limits
FreeTesting/PersonalLimited documents
IndividualFreelancersHigher document limits
TeamsSmall teamsTeam collaboration
EnterpriseLarge organizationsCustom limits

Cost Optimization Strategies

Strategy 1: Template Reuse

// 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

// 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

// Clean up abandoned drafts to avoid confusion and track true usage
async function cleanupOldDrafts(daysOld = 30): Promise<number> {
  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

interface UsageMetrics {
  period: { start: Date; end: Date };
  documentsCreated: number;
  documentsCompleted: number;
  templateUsage: Map<string, number>;
  activeRecipients: Set<string>;
}

async function trackUsage(): Promise<UsageMetrics> {
  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

// Reduce API calls by batching field creation
async function addFieldsEfficiently(
  documentId: string,
  fields: FieldConfig[]
): Promise<void> {
  // 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:

# 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

// Generate monthly cost report
async function generateCostReport(month: Date): Promise<CostReport> {
  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 IssueIndicatorSolution
Overage chargesExceeding limitsUpgrade plan or optimize
Unused featuresLow completion rateSimplify workflow
Duplicate documentsHigh creation rateUse templates
Abandoned draftsMany DRAFT statusImplement cleanup

Resources

  • Documenso Pricing
  • Self-Hosting Guide
  • Template Best Practices

Next Steps

For architecture patterns, see documenso-reference-architecture.