E-Signature Approvals
In today's fast-paced digital environment, the E-Signature Approvals feature stands out as a revolutionary tool within our platform, designed to expedite the approval process significantly. Developed over a meticulously planned six-week cycle, this MVP initially focused on the core functionality—enabling users to quickly and securely sign documents online.
Results
27% increase in finalized contracts and an average of $4.32M in additional approved projects.
My Role
Shaping,
User Research,
Product Design 
Team
Product Manager,
Tech Lead,
1 Developer
Timeline
6 Weeks
Sept 2023
Final Web Flow
What problem are we solving for?
Prior to the introduction of E-Signature Approvals, users often faced lengthy delays in document approval processes due to reliance on traditional paper-based methods. These delays were compounded by the security risks associated with handling sensitive documents manually, leading to inefficiencies and increased operational costs.
Design
Understanding that this feature would be a core function used in diverse contexts, the design team prioritized flexibility and adaptability from the outset. Additionally, the feature was conceptualized to support dual functionalities: enabling service professionals to sign documents and then send these documents to clients for their signatures, facilitating a complete and seamless transaction cycle.

Key to the design was ensuring that the e-signature component could be embedded without disrupting the existing user interfaces and workflows. This required:

The e-signature tool was developed as a modular component that could be easily inserted into different parts of the platform. This modularity ensured that it could be adapted to the specific needs of each module, whether it was appending a signature to a change order or finalizing a selection.

Despite its use across various modules, it was imperative that the e-signature maintain a consistent look and feel. This consistency helps in reducing the learning curve and enhancing user acceptance, as users encounter the same signing experience in different parts of the application.

The team conducted a thorough review of the existing system architectures to ensure that the new e-signature component would not only fit without technical conflicts but also enhance the existing functionalities. This involved detailed backend architecture planning to handle the data securely and efficiently.

The design of the E-Signature Approvals feature was approached with a broad vision, ensuring it would seamlessly integrate across various modules of our platform, including Opportunities, Selections, and Change Orders.
Learnings
Key learnings from the rollout included:

Continuous user education was crucial for overcoming initial resistance to adopting new technology.

The importance of a flexible and universal design as this feature was utilized in various areas of the app.

Highlighted the need for flawless mobile functionality given the high usage rates on mobile devices.
Results
The introduction of the E-Signature Approvals feature led to significant improvements.

27% increase in finalized contracts and an average of $4.32M in additional approved projects.

The average document approval time was reduced by over 50%, dramatically speeding up business processes.

65% of users started using the e-signature feature within the first month of launch, indicating high acceptance.