Skip to main content
Solved

Powerform is being abandoned 50% of the time

  • 24 February 2024
  • 1 reply
  • 59 views

Asking on behalf of a customer…

Any work arounds to avoid being charged an Envelope each time a Powerform is abandoned ? 

Customers are bailing out before completing the Powerform and we are burning thru envelopes and not getting any value from them. 

Thanks 

@TwoDog

You may enable “Require email validation” on the PowerForm as per this DocuSign Support article.

From my own experience one of the key reasons that users do not complete a PowerForm is related to the input they need to provide. It may be that there are too many fields required or they don’t have the information at hand, when they start the process, e.g. their customer account number.

Pointing out on the website that links to the PowerForm what information they will need to provide and what data they should have available before starting the process, did decrease the abandoned PowerForms significantly, as they did not start the process.

You may also look at replacing the PowerForm with a Web Form, which will only result in envelope creation if all data was provided by the requestor. This video may be helpful to you and highlights the differences.

Reply


Code of Conduct