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Seven ways to cut your signature turnaround time

Practical changes that measurably shorten the gap between sending a document and getting it back, ranked by how much difference they actually make.

DO
David Okafor
VP of Operations · · 4 min read

We looked at completion times across a large sample of accounts and compared the fastest quartile against the slowest. The differences were not subtle, and they were not about the product. They were about how people used it. Here are the seven that mattered most, in order.

1. Send on a Tuesday morning

Documents sent Tuesday, Wednesday, or Thursday morning complete substantially faster than those sent Friday afternoon. A Friday-afternoon send frequently sits until Monday, and by Monday it is buried.

If a document is ready at 4pm on Friday, scheduling it for Monday morning is usually faster in wall-clock terms than sending it immediately.

2. Cut the number of signers

Each additional signer adds far more than a proportional delay, because each introduces their own response-time distribution and the total is governed by the slowest. Going from two signers to four typically more than doubles turnaround.

Ask whether every signatory is legally required. A surprising number of routing chains include people who are there by habit.

3. Write a real subject line

The default is functional and forgettable. "Document for signature" competes with everything else in an inbox. "Ridgeline lease — signature needed by Friday" tells the recipient what it is, that action is required, and when.

4. Prepare fields properly

Documents where signers must hunt for what to fill in complete more slowly and get abandoned more often. Place every field, mark required fields as required, and use the field type that matches — a date field with a picker, not a text box.

Prefill everything you already know. A signer confronted with fifteen empty boxes behaves very differently from one confronted with three.

5. Turn reminders on

This is the largest single lever and the most frequently left disabled. Documents with automatic reminders complete far more often than those without, and most completions after a reminder happen within an hour of it arriving.

People are not refusing. They opened it, got interrupted, and it fell down the inbox. The reminder is not pressure; it is a resurface.

6. Set an expiry date

Documents with a stated expiry complete faster than open-ended ones. A deadline converts an indefinite task into a scheduled one.

Thirty days is a reasonable default for commercial agreements, seven for time-sensitive offers. Setting it to three days on a contract requiring legal review just guarantees an expired document and an awkward re-send.

7. Make mobile actually work

Most signing now happens on a phone. Documents that behave badly on mobile — tiny fields, wide tables, scanned pages requiring pinch-zoom — complete measurably slower.

Open your most-sent document on your own phone and complete it. Most people discover at least one thing that is genuinely awkward, and it is usually a field placed too close to a page edge.

Send from a person, not a system

Documents sent from a recognisable individual complete faster than those from a generic address. "contracts@" and "noreply@" both underperform a named sender the recipient has spoken to.

This is partly deliverability — role addresses attract more aggressive spam filtering — and partly that people prioritise messages from people. If your process sends from a shared mailbox, check whether it can send on behalf of the account owner instead.

Watch what happens after the first view

The most diagnostic metric in the whole funnel is the gap between opened and completed. If people are not opening, you have a delivery or subject-line problem. If they open and do not complete, you have a document problem.

Opened-but-not-completed usually means one of three things: the document asks for information the signer does not have to hand, it contains a term they need to check with someone, or something about it does not work on their device. All three are fixable, and all three are invisible if you only look at completion rate.

What did not matter

Two things we expected to matter and did not: custom branding had no measurable effect on completion speed, and neither did the length of the document. A forty-page contract with clear fields completes about as fast as a two-page one. Length is not the obstacle; ambiguity is.

Branding almost certainly matters for trust and for whether a recipient believes the message is legitimate. It just does not show up in how quickly someone who already decided to sign gets it done.

Where to start

If you only do two of these, do reminders and field preparation. Reminders are a single setting and produce the largest measured effect. Field preparation costs a few minutes per template and eliminates the most common reason people abandon partway through.

Everything else on this list is worth doing and is a refinement. Those two are the difference between a process that works and one that leaks documents.

DO
David Okafor
VP of Operations

David leads operations and customer success. He has onboarded several thousand teams and has opinions about templates.

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