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In a world dominated by paperwork, the transition to digital tools was expected to streamline processes and eliminate the woes of traditional form-filling methods. However, the reality is far from ideal, with over 75% of users abandoning forms prematurely due to poor user experiences. Complicated designs, security concerns, and the inability to seamlessly integrate information into internal systems are major culprits. This not only leads to incomplete data for organizations but also puts their customers at the risk of a frustrating experience.
The Risks of Traditional Form-Filling
Traditional ink-and-paper methods, and even some digital solutions, often fail to keep users engaged. Complex designs and the need for sensitive information contribute to user concerns about security, leading to an alarming 30% abandonment rate. This not only leaves organizations with incomplete data but also risks the loss of potential customers.
Beyond user experience, managing form data at the backend is another challenge. Data-entry errors and security risks arise when information isn’t automatically saved or integrated across internal systems. The scattered nature of data makes it challenging for organizations to analyze and act upon it efficiently.
The Solution: DocuSign Web Forms
DocuSign Web Forms, a revolutionary solution within the DocuSign eSignature suite that aims to reshape how organizations approach form-filling and data management. This no-code solution is designed to empower employees to create interactive forms on demand without the need for intricate IT involvement.
- Dynamic Forms for Dynamic Experiences
Web Forms in DocuSign eSignature provides a user-friendly, no-code platform for creating dynamic forms that seamlessly populate content into agreements for signature. The interactive UI allows creators to implement conditional logic, changing form fields based on user responses, ensuring that users see only what’s relevant to them.
- Swift Agreement Completion
Web Forms accelerates agreement completion by providing customers with self-service access to forms through shareable links. The mobile-friendly interface guides users through the process, minimizing premature form abandonment. The application of conditional rules ensures that users only encounter questions relevant to them, enhancing the overall form-filling experience.
- Building Trust Through Security
The solution, built into DocuSign eSignature, boasts the trust of over a billion users. Security concerns are addressed through customizable branding, creating a consistent look and feel across every form and agreement. This not only enhances security but also fosters trust between organizations and their customers.
- Efficiency in Form Creation and Deployment
Web Forms is designed for simplicity, allowing users to build and maintain forms effortlessly. With automatic importation of form fields from eSignature templates, significant time and effort are saved. The web-based nature of Web Forms enables users to create and edit multiple versions of forms for various use cases, deploying each when ready. This feature empowers employees to become form creators in minutes, freeing up valuable internal resources.
- Extracting Data’s Potential
Beyond capturing and storing data, Web Forms ensures organizations extract maximum value from customer information. Data can be quickly exported for in-depth analysis and reporting, facilitating data-driven decisions that enhance the entire agreement process. Award-winning APIs enable seamless data integration into internal systems.
Implementing Web Forms Across Industries
Web Forms is not a one-size-fits-all solution; it is versatile and effective across various industries and use cases:
Industries
Education:
- New student enrollment
- Scholarship application
- Financial aid
- Emergency care plan
Public Sector:
- Housing and rental assistance
- Small business grant
- Unemployment claim
- Child welfare claim
- Permit request
Healthcare and Life Sciences:
- Clinical trial enrollment
- New outpatient registration
- Informed consent
- Patient discharge
- Virus screening
Financial Services:
- Account opening
- Change of beneficiary
- Insurance sign-up
- Loan application
Additional Use Cases:
- Supplier agreement forms
- Vendor and employee onboarding
- Customer intake and service requests
Embracing the Future of Digital Agreements
In the era of digital transformation, static documents and PDFs are becoming outdated. DocuSign Web Forms offers a modern, interactive form-filling experience for both customers and employees. By simplifying the form creation process and ensuring security, efficiency, and data integration, Web Forms is not just a tool; it’s a transformative solution for organizations looking to enhance their agreement processes.
Ready to revolutionize your form-filling experiences?
DocuSign Web Forms will be available in eSignature Business and Enterprise Pro plans starting this April. Connect with your DocuSign representative or reach out to our sales team to embark on a journey towards seamless, efficient, and secure digital agreements.
