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

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.