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.
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
How clear were the steps in that e-signature process?
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
What was the outcome of that signing session?
- Completed without issues
- Completed with minor issues
- Abandoned and completed later
- Abandoned and did not complete
If you could change one thing about that signing experience to make it clearer or smoother, what would it be?
What is your age group?
- 18–24
- 25–34
- 35–44
- 45–54
- 55–64
- 65+
- Prefer not to say
Thank you for completing this survey — your feedback will help improve e-signature experiences for everyone.
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
How much did you trust the e-signature process to protect your documents and personal information?
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
How likely are you to use the same e-signature provider for your next signing?
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.
How do you describe your gender?
- Man
- Woman
- Non-binary
- Prefer not to say
Which device did you primarily use for that signing session?
- Smartphone
- Desktop or laptop
- Tablet
- Other
I understood what I was agreeing to throughout the signing process.
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
Overall, how would you rate your e-signature experience in that session?
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
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
I felt in control of the signing process (e.g., I could review, pause, or go back as needed).
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
The signing process was faster than I expected.
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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