Automate signature reminders

Why automate reminders

One in three signatories doesn't sign within the first 3 days. Without reminders, many documents remain pending. Automatic reminders boost your signature rate without human effort.

Optimal frequency

Most studies converge on the following sequence:

• Day+2: first friendly reminder

• Day+5: second reminder, more direct tone

• Day+10: final reminder before expiration

Beyond this, reminders become intrusive and counterproductive.

Personalise the message

Avoid generic messages like "Please sign". Instead:

• remind them of the document subject

• mention a deadline or stakes (mission start, new role)

• offer a contact channel in case of questions

• human signature (sales rep or HR name)

Automation by tool

A modern platform should enable:

• activation/deactivation per envelope

• personalised messages per reminder

• Slack/Teams integration for internal notifications

• webhook for CRM (alert a sales rep if signature is blocked)

Internal reminders

Beyond reminders to signatories, notify your internal teams:

• sales alert if signature > 48 hours

• notification in the CRM

• Slack message if envelope expired

Common mistakes

• Reminding too early (Day+1): perceived as harassment

• Too many reminders: backfires

• Generic reminders: ignored

• No internal notification: the sales rep doesn't know it's blocked

Real-world case: sales team

A 15-person sales team had a signature rate at Day+10 of 60%. After implementing automatic reminders at Day+2 and Day+5:

• rate at Day+10 increased to 87%

• 3 hours/week saved per sales rep

• no customer complaints about "too many reminders"

How Certyneo helps you

Certyneo offers customisable automatic reminders per envelope: adjustable frequency, tailored messages, internal notifications via Slack/Teams/email. Analytics on reminder effectiveness by segment.

Discover the Certyneo e-signature solution

FAQ

How many reminders without being annoying?

2 to 3 maximum.

Should the tone become stricter with each reminder?

Rather shift from "friendly" to "direct" without threatening.

Should you send reminders on weekends?

No, avoid it. Schedule reminders on business days.

Can you disable reminders on a specific envelope?

Yes, on a case-by-case basis.

Do SMS reminders work?

Better rate than email for final reminders, but more intrusive.

Conclusion

Automatic reminders are one of the most cost-effective levers in electronic signatures. Set them up once, enjoy the benefits permanently.

Try Certyneo to send, sign and track your documents online simply, quickly and securely.