Features
Feature update: Analytics + Template Controls + Formatting
Nov 20, 2023
💥 New Feature Update 💥
Analytics + Template Controls + Formatting
As part of our continuous effort to improve your e-signature experience, Roger is proud to announce three exciting new features designed to make your contract management more efficient, professional, and insightful. Whether you’re tracking signing progress, ensuring consistency across your contracts, or elevating the overall presentation, these new features will help streamline your workflow and drive better results.
What’s New?
1. Analytics: Track Every Step of the Signing Process
We know how important it is to have insight into your contract processes. With Roger’s new Analytics feature, you can now track each step of the signing journey in real time. Get detailed insights into how signers are interacting with your contracts, see which sections they’re engaging with most, and pinpoint where they might be getting stuck. This data empowers you to take action and improve the process for higher completion rates.
Key Benefits of Analytics:
Track Engagement: Know which parts of your contracts are getting attention and which areas might need improvement.
Identify Bottlenecks: Pinpoint where signers are abandoning or delaying the process, enabling you to resolve issues proactively.
Improve User Experience: With insights into signers’ actions, you can optimize your contracts for smoother, faster completions.
By providing real-time data on user interaction, Analytics helps you understand your contract process better, leading to higher conversion rates and a more efficient signing experience for both your team and your customers.
2. Template Editing Controls: Lock Contract Sections for Consistency
Consistency is key when managing contracts across multiple teams and clients. Roger’s Template Editing Controls now allow you to lock specific sections of your contract templates. This means your sales and admin teams can still make custom edits where necessary, but they won’t be able to modify critical sections like terms, clauses, or pricing.
Key Benefits of Template Editing Controls:
Maintain Consistency: Ensure your contracts remain uniform and professional, regardless of who’s editing.
Flexibility with Control: Allow your team to customize details without compromising the integrity of essential clauses.
Reduce Errors: By locking certain sections, you reduce the risk of critical contract elements being altered incorrectly.
This feature offers the perfect balance between flexibility and consistency, empowering your team to make necessary adjustments without risking the accuracy of key contract terms.
3. Upgraded Formatting: Add Rich Text and Hyperlinks for Enhanced Presentation
Making your contracts look professional is now easier than ever with Roger’s Upgraded Formatting tools. With this new feature, you can add rich text elements like bold, italics, and bullet points to highlight important sections of your contracts. Additionally, you can now insert hyperlinks to external resources or related documents, making your contracts even more interactive and user-friendly.
Key Benefits of Upgraded Formatting:
Professional Presentation: Create visually appealing contracts that are easier to read and more engaging.
Interactive Links: Insert links to reference documents, websites, or additional information, providing recipients with everything they need in one place.
Improved Readability: Organize your contracts in a way that makes them clearer and easier to navigate, improving the overall signer experience.
With these formatting enhancements, you can create contracts that not only look more professional but also serve as a more comprehensive resource for your clients or partners.
Why You’ll Love These New Features
Together, these three new features provide everything you need to manage and optimize your contract workflow. Here’s why you’ll love them:
Data-Driven Decision-Making: With Analytics, you gain a clear understanding of how your customers are interacting with your contracts. This empowers you to make data-backed improvements to increase completion rates and optimize the user experience.
Consistency Across Contracts: Template Editing Controls allow you to lock critical sections, ensuring that your contracts maintain the same high standards and accuracy, no matter who is editing them.
Enhanced Professionalism and Readability: The Upgraded Formatting tools provide a new level of customization, helping you create visually appealing and easy-to-navigate contracts that leave a lasting impression on your signers.
By streamlining these aspects of your contract management, Roger ensures you have more control, better insights, and the tools you need to enhance your efficiency.
🙏 Thank You 🙏
Stephanie McDaniel
For the ideas! We are so grateful for your ideas and feedback.
As always, please share your feedback, comments, or questions with us:
Leave us a note in the Roger dashboard
Email us at team@thanksroger.com