Beyond the Signature: Capture Actionable Data with Intelligent Web Forms

Consider the countless forms we have to fill out to do just about anything—from seeing a doctor to applying for a job, car loan, or health insurance. Of course, ink, paper, and scanners are frustrating. But digital tools were supposed to change all that, right?

Not so fast.

Poor user experiences in fillable form solutions cause over 75% of people to abandon opens in a new tab forms prematurely—and, perhaps unsurprisingly, many never return. But it’s not just the complex and clunky design of the forms that drives people away. We often have to collect sensitive personal information on these forms, and with cybercrime on the rise, it’s no wonder that almost 30% opens in a new tab abandon forms due to security concerns.

When users abandon forms, organizations don’t get the information they need, and they risk losing customers. But that’s only part of the problem. Forms require a ton of back-end management, resulting in data-entry errors and security risks because they don’t automatically save or integrate user information into and across a company’s internal systems. When that data is collected and stored in disparate, disconnected systems, it’s difficult to analyze and take action on it.

Organizations need a simple, self-service tool that allows employees to create interactive forms on demand. A dynamic solution that seamlessly captures data, with the option to populate form data directly into agreements for signing. The data that’s previously trapped in static PDF forms can now be connected to internal systems for storage and analysis—providing a more rewarding experience for customers and employees.

Create interactive forms with Docusign Web Forms

Web Forms in Docusign eSignature enable organizations to capture data in fillable forms and dynamically populate content into agreements for signature. It’s a no-code solution that can be implemented quickly, empowering form creators to easily build and maintain their forms without relying on internal IT resources.

Form creators can build forms manually or automatically convert a PDF into an interactive form using AI-powered by Docusign Iris, a significant time-saver that reduces the process from hours to minutes.

The interactive UI allows users to quickly employ conditional logic functionality that changes form fields to display only relevant content based on customer responses. And all the data collected through these dynamic form fields can be stored, analyzed, and integrated with an organization’s systems of record.

Ultimately, Web Forms ensures a modern, dynamic form-filling customer experience with a solution that’s easy to manage and quick to deploy. Web Forms is purpose-built to:

• Accelerate agreement completion: Provide customers with seamless, self-service access to your forms via shareable links or by embedding them directly in your web applications. An intuitive, mobile-responsive interface guides users through complex steps, reducing abandonment and ensuring a smooth journey from start to finish. Use powerful conditional logic to dynamically adjust fields based on user responses, showing only the most relevant questions. To further streamline the experience, pre-populate form fields with data from external systems using our robust APIs. Because Web Forms is natively integrated with Docusign eSignature, captured data automatically flows into your agreements, eliminating manual data entry and minimizing the risk of back-end errors.

• Deliver trusted experiences for signers: Trusted by over a billion users, eSignature is safe and more secure than a wet signature, giving customers peace of mind when sharing sensitive information. Web Forms offers customizable branding across every form and agreement to match the look and feel. You can also embed forms directly into your websites or business applications so your customers get a consistent user experience, helping to build trust between you and your customers.

• Create and deploy forms quickly: Easily build and maintain forms with just a few clicks, with no coding required, whether from scratch or automatically with AI. Starting from an eSignature template? Form fields are automatically imported from the template, saving significant time and effort. Web Forms is web-based, so users can create and edit multiple versions of forms for different use cases and then deploy each one when ready. Empower employees to build and launch their forms in minutes, freeing valuable internal resources.

• Unlock the value of data: Beyond capturing and storing data, Web Forms ensures organizations get the most from valuable customer information. Quickly export data for in-depth analysis and reporting, powering data-driven decisions that improve the entire agreement process. Leverage award-winning APIs to connect and integrate data into internal systems effortlessly.

Using Web Forms across departments and industries

Organizations of all types and sizes need to move beyond static documents and PDFs and transform into a future of digital-first, dynamic agreement experiences. Web Forms provides an interactive and efficient experience for form fillers and creators across 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

It’s time to move beyond static documents and PDFs—and the frustrating user experiences they create. Docusign Web Forms offers a modern, interactive form-filling experience for your customers and employees.

Ready to create fillable forms and further streamline your electronic agreement processes? Start using Web Forms today.