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Blog

Customize Your Signing Experience with Formstack Sign

Brittany Griffith
February 21, 2023
|
Min Read

In Formstack’s State of Digital Maturity report, 51% of workers reported spending at least two hours per day on repetitive tasks. Why? Because they continue to do things the way they’ve always been done and get stuck in the status quo. 

Many organizations still use manual paper processes and have yet to embark on the digital transformation journey due to a lack of tools, budget, or people. In fact, only 4% of organizations have reached the ideal of a fully automated and digitized workplace. But there is a better way—and it’s not difficult or expensive to get started

By bringing no-code tools like eSignature software into your workday, you can drive better results, save time, and improve experiences for employees and customers alike.

So how do you take that first step towards digital-first experiences? A great way to get your foot in the digital door is by automating the way you collect signatures. With Formstack Sign, a digital document signing product, you can eliminate paper processes and begin collecting eSignatures securely from any device.

Let users sign anywhere by conveniently sending your documents via email or text. Plus, close the loop faster with text and email alerts that remind them their document is still unsigned. However, sometimes users don’t know who these alerts are coming from and think it’s unsafe to open and sign. The solution to this problem: Add your branding to email alerts. 

In this video, we’re going to show you how to use Formstack Sign to automate the signing process. We’ll also review how to personalize email notifications to your end-users by adding your company logo. If you’re already using Formstack Sign, this demo will help you improve the experience for your patients, students, or clients. 

If you haven't had a chance to dive into the product yet, take a look at what others are saying about Formstack Sign on G2. G2 gives Formstack Sign 4.9 out of 5 stars! Want to see the product in action? Take Formstack Sign for a spin with a free 14-day trial.


Tools Needed

Formstack Sign

Formstack Sign is an electronic signature software solution that lets you gather digital signatures on documents from any device. Users can eSign documents using a computer, tablet, or mobile phone. It's packed with powerful features and a no-code, drag-and-drop builder. This is your solution to securely gathering the electronic signatures you need on everything from employee paperwork to sales contracts. 

Features such as custom branding and delivery message personalization allow you to add in curated points of trust in the signing process. You can even speed things up by utilizing SMS delivery, which allows you to easily collect mobile signatures from prospects, customers, or coworkers by sending documents for signature via text message. Are you looking to jumpstart your experience with Formstack Sign? Check out how to use our signature templates feature that makes it easy to create overlay templates for frequently-used documents that apply all signature fields in a single click.

You can add Formstack Sign to any of our other product offerings. Streamline your data capture, document generation, and eSignature collection—all from one, no-code workflow automation platform. It also integrates with dozens of apps. Head over to our Formstack Integrations page to see if Formstack integrates with your favorite apps.


Instructions 

This workflow will take about 10-15 minutes to complete.

Steps

  1. Add your company logo. You’ll use the Account Settings within your Admin Panel to upload your company logo. Be sure to use the recommended file size: 48px by 48px, less than 1 MB.
  2. Upload a document for signature. Next, you’ll upload a document that you want your end-users to sign. You can use the drag-and-drop feature to pull in the fields you want them to fill out. 
  3. Customize the message. After you add fields and identify who will be receiving the document, add a custom email message identifying who you are and document signing details. 
  4. Start improving your processes and customer experiences. Ensure those signing documents know where they are being sent from. Feelings of security and safety can help you speed up the signing process and close the loop, helping you get the job done faster.

Ready to Get Started?

Start your free Formstack Sign trial now or talk to a team member to learn more.

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Brittany Griffith
Brittany is a Product Marketing Manager at Formstack who is dedicated to creating top-tier content for our product releases. When not marketing at Formstack, you can find her hiking, attending concerts, crafting, or spending time with her husband and dogs. Brittany is a proud graduate of Baldwin-Wallace College.
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