Automate signature reminders

Why automate reminders

Why automate reminders

One in three signatories does not sign within the first 3 days. Without follow-up, many documents remain pending. Automatic reminders boost the signature rate without human effort.

Optimal cadence

• Most studies converge on the following sequence:D+2 ⬥⬥⬥: first friendly reminder
• D+5 ⬥⬥⬥: second reminder, more direct toneD+10 ⬥⬥⬥: last reminder before expiration
• Beyond that, the reminder becomes intrusive and counterproductive.Personalize the message

Avoid the generic “Please sign” message. Prefer:

recall the purpose of the document

mention a deadline or an issue (start of mission, start of position)

• offer a contact channel in case of questions
• human signature (name of salesperson or HR)
• Automation by tool
• A modern platform must allow:

activation/deactivation by envelope

personalized messages by reminder

• personalized messages by reminder
• integration with Slack/Teams for internal notifications
• webhook for CRM (alert a sales representative if signature is blocked)
• Internal reminders

Beyond reminders to signatories, notify your internal teams:

commercial alert if signature > 48 hours

• notification in the CRM
• Slack message if envelope expired
• Frequent errors

Follow-up too early (D+1): perceived as harassment

• Too many follow-ups: opposite effect
• Generic reminders: ignored
• No internal notification: the sales representative does not know that it is blocking
• Concrete case: sales team

A sales team of 15 people had a signature rate on D+10 of 60%. After setting up automatic reminders on D+2 and D+5:

rate on D+10 increased to 87%

• 3 hours/week saved per salesperson
• no customer complaints about "too many reminders"
• no customer complaints about "too many reminders"

How Certyneo helps you

Certyneo offers reminders automatic configurable by envelope: customizable cadence, adapted messages, internal Slack/Teams/email notifications. Analytics on the effectiveness of reminders by segment.

Discover the Certyneo electronic signature solution

FAQ

How many reminders without being painful?

2 to 3 maximum.

Should the tone harden with each reminder?

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

Should we restart the weekend?

No, avoid. Schedule reminders on working days.

Can we deactivate on an envelope?

Yes, case by case.

Do SMS reminders work?

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

Conclusion

Automatic reminders are one of the most profitable levers of electronic signature. Set them once, enjoy the winnings permanently.

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