- Introduction
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Introduction
- Content
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Guided Forms Introduction
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Discovery and Qualification
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Customer Stories
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Positioning and Demo
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Services
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Pricing and Packaging 35 Min.
- Conclusion
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Knowledge Check
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Feedback Survey
DocuSign Guided Forms 101
Kurs 6 von 9 in Agreement Cloud Expert | Adoption Consulting Silver Product and International
In this course you'll learn about Guided Forms.
Guided Forms (powered by SmartIQ) is a powerful extension within the Prepare phase of the DocuSign Agreement Cloud. Guided Forms allows companies to build dynamic, interactive 'interviews' by which they can gather data from their customers and then generate the exact document they need for signature based on the information provided by the signer. Finally, the Guided Form can pull information from connected systems, and push information back to those systems on completion. All of this allows companies to provide a better customer experience, and reduce errors induced by complicated forms with multiple 'if/then' statements.
By the end of this course you should be able to:
- Explain the value and benefits of Guided Forms
- Identify the key features of Guided Forms which affect pricing
- Identify key use cases
- Successfully position why change, why now, why Guided Forms
Primary Audience: Enterprise | Financial Services
Secondary Audience: Commercial MM/Majors | Customer Success