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Privacy & Compliance

E-Signature Workflow UX & Trust Assessment

Evaluates clarity, trust, friction points, and completion outcomes across electronic signature workflows. Designed for UX researchers and product teams seeking to identify and prioritize improvements in their signing experience.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

24 questions · ~11 min
Q01
Message

Welcome to this survey about your recent electronic signature (e-signature) experience. This survey takes approximately 6–8 minutes to complete. Your participation is entirely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions. All responses are confidential, will be anonymized, and reported only in aggregate. Your feedback will be used to improve e-signature products and workflows. By proceeding, you confirm that you are at least 18 years old and consent to participate.

Q02
Multiple Choice

When did you most recently complete an electronic signature (e-signature)?

  • In the last 7 days
  • 8–30 days ago
  • 1–3 months ago
  • 4–12 months ago
  • More than 12 months ago
Q03
Opinion Scale

How clear were the steps in that e-signature process?

Scale: 17
Min:Very unclearMax:Very clear
Q04
Multiple Choice

Which of the following steps, if any, caused difficulty or frustration during that session? Select all that apply.

  • Opening the email or link
  • Creating or logging into an account
  • Identity verification (e.g., code, ID check)
  • Navigating pages or fields
  • Understanding required actions
  • Uploading attachments
  • Payment or billing step
  • Slow loading or errors
  • Accessibility issues (zoom, text size, contrast)
  • Declining or requesting changes
  • None — I experienced no friction
Q05
Multiple Choice

What was the outcome of that signing session?

  • Completed without issues
  • Completed with minor issues
  • Abandoned and completed later
  • Abandoned and did not complete
Q06
Long Text

If you could change one thing about that signing experience to make it clearer or smoother, what would it be?

Q07
Dropdown

What is your age group?

  • 18–24
  • 25–34
  • 35–44
  • 45–54
  • 55–64
  • 65+
  • Prefer not to say
Q08
Message

Thank you for completing this survey — your feedback will help improve e-signature experiences for everyone.

Q09
Multiple Choice

Which best describes your role in that signing session?

  • I was the signer only
  • I was both signer and sender
  • I sent documents for others to sign
  • I administer e-signature for my organization
  • Other / Not sure
Q10
Opinion Scale

How much did you trust the e-signature process to protect your documents and personal information?

Scale: 17
Min:Not at allMax:Completely
Q11
Dropdown

Approximately how long did that signing session take to complete?

  • Less than 2 minutes
  • 2–5 minutes
  • 6–10 minutes
  • 11–20 minutes
  • More than 20 minutes
  • I don't remember
Q12
Opinion Scale

How likely are you to use the same e-signature provider for your next signing?

Scale: 17
Min:Very unlikelyMax:Very likely
Q13
AI Interview

Based on your responses, we'd like to explore your e-signature experience in a bit more depth. Please share your thoughts and our AI moderator will ask a couple of follow-up questions.

Q14
Multiple Choice

How do you describe your gender?

  • Man
  • Woman
  • Non-binary
  • Prefer not to say
Q15
Multiple Choice

Which device did you primarily use for that signing session?

  • Smartphone
  • Desktop or laptop
  • Tablet
  • Other
Q16
Opinion Scale

I understood what I was agreeing to throughout the signing process.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q17
Ranking

From the list below, rank the top 3 factors that most increased your trust during that session (1 = most important).

  1. Clear sender identity
  2. Security badges or lock icons
  3. Email/phone verification or one-time code
  4. Audit trail summary
  5. Legal disclaimers or consent text
  6. Recognizable brand of the e-signature provider
Drag to rank
Q18
Opinion Scale

Overall, how would you rate your e-signature experience in that session?

Scale: 17
Min:Very poorMax:Excellent
Q19
Dropdown

In which region do you currently live?

  • North America
  • Latin America & Caribbean
  • Europe
  • Middle East & North Africa
  • Sub-Saharan Africa
  • South Asia
  • East Asia
  • Southeast Asia
  • Oceania
  • Prefer not to say
Q20
Multiple Choice

Which e-signature service did you use for that session? Select all that apply.

  • DocuSign
  • Adobe Acrobat Sign
  • Dropbox Sign (HelloSign)
  • PandaDoc
  • SignNow
  • OneSpan Sign
  • Built-in e-signature in another product
  • Other (please specify)
  • Not sure
Q21
Opinion Scale

I felt in control of the signing process (e.g., I could review, pause, or go back as needed).

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q22
Dropdown

What is the highest level of education you have completed?

  • Less than high school
  • High school or equivalent
  • Some college, no degree
  • Trade / technical / vocational training
  • Associate degree
  • Bachelor's degree
  • Postgraduate degree
  • Prefer not to say
Q23
Opinion Scale

The signing process was faster than I expected.

Scale: 17
Min:Strongly disagreeMax:Strongly agree
Q24
Multiple Choice

What is your current employment status?

  • Employed full-time
  • Employed part-time
  • Self-employed
  • Unemployed and looking
  • Student
  • Homemaker / caregiver
  • Retired
  • Prefer not to say

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Purpose-built for e-signature workflows: covers recency of use, signer role, device, and specific e-signature service used, rather than generic productivity or readiness metrics.
  • Combines quantitative opinion-scale ratings (clarity, trust, control, understanding, speed, overall satisfaction) with a ranking question isolating the top trust-building factors, giving both breadth and prioritization data.
  • Includes an adaptive AI follow-up interview that probes deeper into each respondent's specific signing experience after the structured questions, something static form builders cannot replicate.
  • Captures concrete friction points and outcome data (difficulty steps, completion time, session outcome) alongside an open-text improvement question, directly supporting UX prioritization work.

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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