As crazy as it may sound, DocuSign can be daunting for some new users. I know what you’re thinking, “How can that be?”
DocuSign is so feature-rich that you can actually make Signing Experiences fairly involved. DocuSign offers drop-downs and radio buttons that are conditional on other fields that are conditional yet on other fields. It can be jarring to folks who are suddenly being switched from paper transactions on Monday to digital transactions on Tuesday.
The last thing you want to do is introduce a new process to your employees and have them try it out for the first time in front of a customer. How terrible would it be for your employee to not close a deal or a complete a job because your employee was intimidated by the DocuSign signing experience? It’s a loss in revenue and a poor customer experience. You have to prepare your team for battle.
Are you in the midst of replacing paper and pen with tablets for your important business process? If so, don’t let your team go out into the field without practice. With DocuSign PowerForms, all of your users can familiarize themselves with the electronic signing process by merely providing them with a link. Here’s How!