Developing e-sign web app for monday.com: Get Sign
GetSign is a fully integrated eSignature solution for monday CRM, streamlining document workflows with features like automated emails, real-time updates, synced templates and drag and drop template editor.
Tel-Aviv, Israel
2023
Legal tech
Challenge
The process for obtaining e-signatures within the Monday.com CRM platform lacked efficiency and user-friendliness. Users faced challenges integrating e-signature workflows into their existing processes, leading to potential delays and confusion. As a result, there was a need to streamline the e-signature workflow and improve the overall user experience.
GetSign can be used to:
Close deals faster by quickly signing sales contracts and agreements with clients and partners.
Sign lease agreements, purchase contracts, and other real estate documents.
Sign NDAs and other confidential agreements between companies and partners.
Sign vendor contracts and purchase orders for goods and services.
4.9
Rating by users
3,793
Installs
15%
Growth in paid plan conversions
Process
User research: I conducted user interviews and surveys to identify the pain points of Monday.com CRM users related to e-signatures. The research highlighted issues such as complexity, time-consuming steps, and a lack of seamless integration.
Define user personas: Based on research findings, I contributed to the creation of user personas that represent the target audience of the GetSign tool. Factors such as job roles, familiarity with e-signatures, and specific user challenges were considered to ensure the design aligns with their needs.
Information architecture: Leveraging research insights, I helped restructure the app’s navigation and content, prioritizing key features and optimizing information flow to enhance usability and streamline user interactions.
Development: I collaborated closely with developers to implement the GetSign tool within the Monday.com platform. This involved ensuring smooth API integration, conducting thorough usability testing, collecting feedback from beta testers and early adopters, and iterating on the design to continuously improve the product.
Design: My work included creating wireframes and prototypes to visualize the user experience and applying user-centered design principles to ensure an intuitive and user-friendly interface.
Results
The UX improvements for GetSign streamlined the e-signature process, leading to a 70% user retention rate, a 25% increase in conversion rates, and a 30% faster document completion time. The redesign also reduced support requests by 15%, improving overall user satisfaction and efficiency.
