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Anyone have any tips or tricks to improve envelope completion rates? I already have set reminders, expiration reminders, etc. Anything else?

Hello,

Thank you for reaching out here in the DocuSign Community.

I apologize for the inconvenience, I understand that you want tips or tricks to improve envelope completion rates.

Within DocuSign, the options that you mentioned are the only ones that we offer, we also have the option to send the envelope through an SMS which might increase the completion rate.

With SMS delivery you can reach signers wherever they are, in the way they prefer, through real-time notifications sent directly to their mobile device. Signers can quickly open and electronically sign documents. Some key benefits of SMS delivery:

  • Reduce completion time for agreements
  • Reach signers who don't have or don't want to use email
  • Increase successful transaction rates

Note: SMS delivery is available as a separate add-on to standard or higher DocuSign eSignature direct plans. Contact DocuSign Sales to inquire about availability for your account.

More information at https://support.docusign.com/s/document-item?bundleId=gav1643676262430&topicId=vfp1670287529373.html&_LANG=enus.

Note: Some advanced features and options are supported only in specific DocuSign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan.

Compare eSignature plans & pricing

Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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