Engagement Performance

Track Your Client’s Progress

We calculate the time spent and percentage of filled-in fields on each engagement page. This allows you to track your client’s progress and gives you valuable insight on how to tweak your templates to increase their performance.

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Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.