DocuSign

DocuSign is a trusted self-serving eSignature solution that allows users to digitally sign electronic documents. With DocuSign, advisors can upload an electronic document then simply send it to their clients for signatures. 

How does the integration work?

With our DocuSign integration, PreciseFP gives advisors the ability to present clients with prefilled electronic forms that clients then complete and electronically sign on the device of their choice, avoiding the hassles and inefficiencies of paper while providing an accelerated onboarding process.

Read more in our knowledge base