Why test on a phone rather than a computer?

Many signers open requests on a phone first, so that is where awkward layouts cost you.

Should I test declining?

Yes. It shows how the tool tells you something is wrong, which matters as much as a smooth signature.

What should the signer receive?

The completed document by email, with a completion certificate.

Guides · Buyer's guides

Signer experience: what to test before you choose.

You will use an e-signing tool every day, but your clients will meet it once or twice. That single moment shapes how your business comes across. This is a test script you can run in half an hour on any tool you are considering, playing the part of a busy client who has never heard of it.

Set up a realistic envelope

Use a real document of yours with several pages, at least one initials field, a date, a tick box and a Yes/No choice. Add two signers in order: your personal email address first and a colleague second. Write the kind of short covering message you would actually send.

The email in your inbox

Read the request the way a client would. Is it clear who it is from and what you are being asked to do? Would you trust it, or wonder if it is a scam? Is there one obvious button to open the document? Your message should appear as written, without a wall of extra text around it.

On a phone, with one hand

Open the link on a phone, not a laptop. Check that nothing asks you to install an app or open an account first. Zoom on a dense page and see whether you can still find each field. Move to the next required field without hunting. Try the tick box and the Yes/No choice with your thumb.

In SignAndGo each field the signer needs is marked, and the next one is a tap away. Whatever you test, this step is where most signers drop off if it is awkward.

No app and no account needed.
Fields easy to find on a small screen.
Required fields cannot be skipped.
A clear sign that you have finished.

Say no, and come back later

Run the envelope a second time and decline, giving a reason. Check that the sender sees the reason straight away. Then run it again and walk away halfway through: does a reminder arrive, and does the link still take you back to where you left off?

What you receive at the end

When both signers finish, each should receive the completed document by email. Open the completion certificate and the audit trail. You should be able to see each view and signature with a name, email address, time and IP address, and a verification ID you can check online.

Common questions

Why test on a phone rather than a computer?: Many signers open requests on a phone first, so that is where awkward layouts cost you.
Should I test declining?: Yes. It shows how the tool tells you something is wrong, which matters as much as a smooth signature.
What should the signer receive?: The completed document by email, with a completion certificate.