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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.
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E-Signature Workflow UX & Trust Assessment
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.
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Sample questions
A preview of what’s in the template. Every question is editable before you launch.
22 questions · ~11 min
Q01
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
Q02
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
Q03
Multiple Choice
Which device did you primarily use for that signing session?
- Smartphone
- Desktop or laptop
- Tablet
- Other
Q04
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
Q05
Opinion Scale
How clear were the steps in that e-signature process?
Scale: 1 – 7
Min:Very unclearMax:Very clear
Q06
Opinion Scale
How much did you trust the e-signature process to protect your documents and personal information?
Scale: 1 – 7
Min:Not at allMax:Completely
Q07
Opinion Scale
I understood what I was agreeing to throughout the signing process.
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q08
Opinion Scale
I felt in control of the signing process (e.g., I could review, pause, or go back as needed).
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q09
Opinion Scale
The signing process was faster than I expected.
Scale: 1 – 7
Min:Strongly disagreeMax:Strongly agree
Q10
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
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
Ranking
From the list below, rank the top 3 factors that most increased your trust during that session (1 = most important).
- Clear sender identity
- Security badges or lock icons
- Email/phone verification or one-time code
- Audit trail summary
- Legal disclaimers or consent text
- Recognizable brand of the e-signature provider
Drag to rank
Q13
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
Q14
Opinion Scale
How likely are you to use the same e-signature provider for your next signing?
Scale: 1 – 7
Min:Very unlikelyMax:Very likely
Q15
Opinion Scale
Overall, how would you rate your e-signature experience in that session?
Scale: 1 – 7
Min:Very poorMax:Excellent
Q16
Long Text
If you could change one thing about that signing experience to make it clearer or smoother, what would it be?
Q17
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.
Q18
Dropdown
What is your age group?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Q19
Multiple Choice
How do you describe your gender?
- Man
- Woman
- Non-binary
- Prefer not to say
Q20
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
Q21
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
Q22
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
Message
Thank you for completing this survey — your feedback will help improve e-signature experiences for everyone.
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.
Frequently asked questions
What questions are in the “E-Signature Workflow UX & Trust Assessment” template?
The template includes 22 ready-to-use questions, starting with: “When did you most recently complete an electronic signature (e-signature)?” · “Which best describes your role in that signing session?” · “Which device did you primarily use for that signing session?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 22 questions in about 11 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
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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