Even with an organized CRM in place, you may still find yourself spending a lot of time and energy on tasks such as generating contracts. Thankfully, there are now a number of integration tools available that can automate this process for you, saving you valuable time and allowing you to focus on more important tasks.

 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
SOC 2 Type II
WCAG 2.0 Level AA

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.
Documents stored and encrypted at rest using AES 256-bit encryption

Pricing Tiers
$/month per user
billed yearly

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.

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