Eliminate re-key and time-consuming document collection
All fields and questions can be customized to your business needs.
They can upload documents directly to your software!
Recipients can securely complete the questionnaires on their phones or computers.
eSign your documents
Avoid explaining how to download, sign, scan, and email your dated infosheets and documents. Your custom questionnaire and documents are e-signed using DocuSign, or if you do not have DocuSign, our custom e-signature solution. We’ve got you covered! 😉
Data returns to your software as a note and can fill empty fields
The signed documents return to the document section of your software