One such tool is DocuSign, which is a popular electronic signature platform. With DocuSign, you can easily create, send, and manage contracts and other documents directly from your CRM. This means that you can easily pull client information from your CRM and use it to automatically generate contracts, eliminating the need for manual data entry and reducing the risk of errors.
Other great options are PandaDoc and Hellosign.
What are the differences between DocuSign, PandaDoc and Dropbox Sign (formerly Hellosign)
Feature | DocuSign | PandaDoc |
Dropbox Sign (formerly Hellosign) |
E-signatures |
X | X | X |
CRM Integration | X | X | X |
Templates | X | X | X |
Tracking | X | X | X |
Automation | X | X | n/a |
Advanced security |
SOC 2 Type II GDPR eIDAS FERPA HIPAAData is encrypted in transit and at rest. Stored in a SOC, FISMA, and PCI DSS Level 1 compliant cloud |
ISO 27001 eIDAS GDPR Email Access codesCertification of completion & electronic record disclosure |
SOC 2 Type II ISO 27001 eIDAS GDPR Use 2FA for an added layer of protection. |
Pricing Tiers |
eSign: FREE Essentials: $19/month Business: $49/month |
Personal: $10/month Standard:$25/month Business Pro: $40 |
Essentials: $15/month Dropbox+eSign: $24.99/month Standard: $25/month |
Note: that this is a general comparison, and it’s always good to check the specific features and functionalities that each tool offers.
Conclusion
Overall, these integration tools can be a huge asset for financial advisors looking to streamline their workflows and improve their efficiency. By automating the contract generation process, you can save time, reduce errors, and focus on providing the best possible service to your clients.