Electronic Signature Needs Assessment Form
Help us understand your requirements for electronic signature solutions by completing this brief assessment.
What is your primary role in your organization?
*
IT/Technical
Legal/Compliance
Operations
HR
Executive/Leadership
Other
How frequently does your organization require signatures on documents?
*
Daily
Weekly
Monthly
Rarely
Which types of documents do you most often need signed electronically? (Select all that apply)
*
Contracts/Agreements
HR Forms
Purchase Orders
Invoices
NDAs
Other
How satisfied are you with your current document signing process?
*
1
2
3
4
5
Rate the importance of the following features for your electronic signature solution:
*
Rows
Not Important
Somewhat Important
Very Important
Mobile signing capability
1
2
3
Integration with existing tools
4
5
6
Audit trails & compliance
7
8
9
Bulk sending
10
11
12
Custom branding
13
14
15
Which platforms do you currently use for document management?
*
Google Workspace
Microsoft 365
Dropbox
Box
None of the above
Other
What is your estimated monthly volume of documents requiring electronic signatures?
*
Please Select
1-10
11-50
51-200
201-500
Over 500
What are your biggest challenges with your current signature process?
*
Slow turnaround time
Lack of security
Difficulty tracking status
Manual work/data entry
Limited integration
No major challenges
Other
How likely are you to recommend your current electronic signature process to others?
*
Not likely
1
2
3
4
5
6
7
8
9
Extremely likely
10
1 is Not likely, 10 is Extremely likely
Please describe any additional needs or goals for your electronic signature solution.
What is your preferred timeline for implementing a new electronic signature solution?
*
Immediately
Within 1-3 months
Within 4-6 months
More than 6 months
Not sure
Submit Assessment
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