Features

Feature update: Required & Optional Contract Fields

2024 M07 18

Close-up of a cell phone with a sticky note attached, displaying the words 'Sign Here' as a reminder for contract signing.

💥 New Feature Update 💥
Required & Optional Question Fields

At Roger, we’re always working to improve your digital contract experience, and our latest feature is designed to simplify the signing process even further. We’re excited to introduce Required & Optional Question Fields, giving you more control over your contracts and ensuring a smoother, more efficient process for both you and your signers.

With this new feature, you can designate certain fields as mandatory or optional, making it easier to collect critical information while allowing flexibility for your signers. Whether you're sending out client onboarding forms, non-disclosure agreements (NDAs), or project agreements, this feature ensures that you get all the necessary data without overwhelming your signers with unnecessary questions.

What’s New with Required & Optional Question Fields?

Roger’s new functionality allows you to mark specific fields in your documents as required or optional, providing you with enhanced flexibility when creating digital contracts. Here’s a breakdown of how it works:

Required Fields: These are mandatory fields that must be filled out before the contract can be completed. This ensures you don’t miss out on any critical information, such as client details, terms of agreement, or signature confirmation.
Optional Fields: These fields allow your signers to skip questions that might not be relevant to them, reducing friction and making the signing process smoother. Optional fields are ideal for gathering additional information that may not always be necessary but can provide added value when available.

By giving you the ability to mark fields as either required or optional, you can streamline your contract process while ensuring that you collect all the data you need without overcomplicating things for your signers.

Why Required & Optional Question Fields Matter

The Required & Optional Question Fields feature is a game-changer for anyone who needs to gather specific data during the signing process. Here's why it’s so important:

1. Streamline the Signing Process

The ability to designate which fields are required and which are optional helps you simplify the signing process, making it more efficient for both you and your signers. By focusing only on critical information in the required fields, you can ensure that the document gets completed faster without unnecessary delays or complications.

This streamlined approach helps minimize confusion for your signers, leading to higher completion rates and quicker turnaround times for your contracts.

2. Improve Data Accuracy

When collecting essential information, it’s vital to ensure that all fields are filled out correctly. By marking certain fields as required, you can be sure that signers don’t skip any important details. This eliminates the risk of missing or incomplete data, ensuring that your contracts are both accurate and complete before they’re finalized.

This feature is especially useful for contracts like NDAs, client onboarding forms, and project agreements, where certain pieces of information are critical to moving forward.

3. Reduce Friction for Signers

Forcing your signers to answer every question, even when it’s not relevant to them, can lead to frustration and potentially cause them to abandon the contract signing process. With optional fields, you allow signers to skip over questions that are not applicable, making the process faster and less cumbersome.

This reduction in friction not only makes for a better signer experience but also boosts the likelihood of contract completion. The more user-friendly the process is, the more likely it is that your signers will follow through to the end.

4. Customize Contracts for Specific Needs

Every contract is different, and your data collection needs will vary depending on the situation. With required & optional question fields, you have complete control over your contracts. For example, if you’re sending a client onboarding document, you can make the client’s contact information required, while leaving less critical questions as optional.

This customization ensures that each contract serves its intended purpose while maintaining a smooth and efficient process for your signers.

Benefits of Required & Optional Question Fields

Here are some key advantages you’ll experience with the Required & Optional Question Fields feature:

Flexibility: Customize your contracts to fit your exact needs, marking certain fields as required while leaving others optional.
Higher Completion Rates: By reducing unnecessary friction and allowing signers to skip irrelevant questions, you'll improve your chances of completing contracts faster.
Improved Accuracy: Ensure that all necessary data is collected by marking critical fields as required, eliminating the risk of missing important information.
Time Savings: Streamline the signing process for both you and your clients, saving valuable time and reducing follow-up efforts.
User-Friendly Experience: Both you and your signers will enjoy a simplified, more intuitive process that enhances overall efficiency and satisfaction.

How It Works: A Simple Overview

Using Required & Optional Question Fields in Roger is simple. When creating or editing your digital contract, you’ll be able to select which fields are required and which are optional. The required fields must be filled out before the signer can proceed, ensuring that no critical information is missed. Optional fields, on the other hand, give your signer the freedom to skip questions that aren’t relevant to them.

This flexibility helps create contracts that are efficient, user-friendly, and tailored to your specific needs.

Why You’ll Love This Feature

The Required & Optional Question Fields feature will save you time, improve your contract process, and ensure that you collect all the essential information you need without overwhelming your signers. Whether you're working with clients, collaborators, or employees, this feature helps you manage contracts more effectively and improve the overall signing experience.