Accelerate Agreements and Drive Conversion with AI-Assisted Web Forms

Transforming a static PDF into a dynamic, guided signing experience often requires manual effort and technical expertise, creating hurdles that delay completing an agreement. Then, a poor signing experience for the recipient can introduce additional delays. Friction at any stage can stall deals, contribute to missed renewals, and waste valuable time.

Today, we’re introducing new capabilities that transform the way agreements are built, sent, and experienced by signers with the introduction of AI-Assisted Web Forms.

Create fillable forms in less time

AI-Assisted Web Forms transform static documents into interactive, shareable forms. Instead of configuring fields manually, AI-powered suggestions and side-by-side contextual editing help teams launch mobile-responsive forms in minutes. The result is a high-quality data capture experience that supports faster agreement completion and turns what used to be one of the highest-friction tasks in the agreement workflow into a seamless moment for both the teams building forms and the people filling them out.

How this works:

• Healthcare digital transformation: Healthcare administrators can quickly convert static patient intake PDFs into intelligent, guided web forms - without manual field mapping and without disruption to existing workflows.

• Insurance customer experience: Insurance providers can transform complex claims PDFs into mobile-responsive, step-by-step experiences that help reduce drop-off and capture cleaner data from the start.

Drive conversions with smarter signing experiences

Getting an agreement built is only half the battle. The real measure of success is whether it gets signed. We're introducing three capabilities designed to help improve recipient conversion at every step of the signing journey.

Signers are accessing agreements everywhere - on their desktop, tablet, or phone. With responsive signing optimization, your agreement is delivered in the best viewing format for each device, ensuring a clean, readable experience that helps improve completion rates.

Timing and personalization matter. Smart recommendations surface proactive suggestions, like optimal delivery windows and personalized reminder timing. With these insights, you can stop guessing when to follow up and start acting on data.

How this works:

• Mobile waiver completion: Marketing teams can use readability insights to confirm consumer waivers are fully optimized for mobile, helping increase completion rates in the field.

• Sales renewal cycle acceleration: Revenue Operations teams can use data-driven timing recommendations to reach signers when they're most likely to act — helping keeping renewals on track and reducing last-minute chases.

You can't improve what you can't see. Template Insights provide analytics on how your agreement templates are performing,  surfacing bottlenecks, identifying drop-off points, and helping you understand which templates are driving completion and which ones need attention. Close the loop between creating agreements and continuously improving them.

A path to more signed agreements

These new capabilities reflect a simple belief: the best agreement process is one that gets out of the way. They help you and your team spend less time managing processes and more time closing deals, onboarding customers, and moving the business forward.

Contact your Docusign account team to learn more.