Return to the initial reason for choosing
At an appropriate review point, read the original requirement and identify what the team expected to improve. Thirty days is an editorial example, not a universal optimum or a statistically meaningful test period. Some teams will have too little ordinary work to draw a conclusion. Do not call a quiet month success simply because no complaint arrived, or failure because a small sample did not produce measurable savings.
Use observations with clear limits
Look at the requests actually handled, preparation mistakes, unresolved recipient problems and retrieval checks. Separate observations from impressions. A team member’s preference can be useful but is not a measured completion-rate increase. Avoid comparing unlike periods or converting every avoided click into money. The review should describe the evidence available and what it cannot establish, especially when the tool is used only occasionally.
Check the full commitment
Compare the current plan and retained tools with actual needs. A higher allowance is valuable only when capacity matters; a lower price is not enough if a mandatory requirement is absent. Consider maintenance of templates and the work of handling exceptions. Do not cancel or move accounts as an automatic consequence of this worksheet. A change needs its own deliberate decision, appropriate authorization and a plan for retaining existing records.
Make one useful decision
Choose to keep the arrangement, adjust a demonstrated problem or investigate a specific unmet requirement. If there is insufficient evidence, record that and set a sensible later review instead of starting another broad product search. Preserve the working process while uncertainty remains. The keep-current guide provides a genuine no-switch option, and the requirements checklist helps turn a newly observed problem into a bounded question rather than a growing software wishlist.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- Signaturely product and current plans — Merchant documentation · signaturely.com · Merchant-controlled · checked 2026-09-21
- Owner account report and document identifiers — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21