Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Dynamic Forms allows non-technical users to quickly take any paper-based form, and quickly create a sophisticated interactive electronic form that can then be published to your SIS portal. This state-of-the-art esign/workflow solution lets you focus on your students and not manually moving documents. Over the past 12 year, we have processed more than 21 million higher education electronic form for all sizes and types of colleges. Our clients can save money and get more done quickly with our extensive form libraries and integration expertise. Users don't have to work long hours to complete required forms. This includes forms that require multiple electronic signatures, complex workflows, and/or payments. Users who are not technical can create, customize and publish professional-looking forms with minimal programming knowledge.
Description
Connecting with your clients and gathering their information can be effortlessly achieved through a simple email. Once they complete their engagement, transferring their data to your CRM or Financial Planning application is a straightforward process that requires just one click. Each client presents a distinct set of needs, so having the capacity to adapt to various scenarios—from straightforward to complex—is essential. You have the ability to design personalized engagement templates, allowing you to tailor each client's experience according to your preferences. One of our primary objectives is to help you save both time and resources. This is why we seamlessly integrate with the tools you use most often and offer functionalities that can substitute for those you rarely rely on. We are committed to continually enhancing our platform based on feedback from our advisors, ensuring that we stay responsive to their needs. We take pride in knowing that PreciseFP is often one of the initial interactions clients have with their financial advisors. With our latest update, users will find the interface more intuitive, highly customizable, and quicker than it has ever been before, making client engagement a truly streamlined experience. Furthermore, we believe that fostering strong relationships with clients starts right from their first interaction, making it vital to provide an outstanding service from the outset.
API Access
Has API
No
API Access
Has API
No
Integrations
Chief
No
FP Alpha
No
MoneyGuide
No
Motileo
No
SmartOffice
No
Wufoo
No
Zapier
No
Integrations
Chief
Yes
FP Alpha
Yes
MoneyGuide
Yes
Motileo
Yes
SmartOffice
Yes
Wufoo
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$60 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
NextGen Web Solutions
Founded
2008
Country
United States
Website
nextgenwebsolutions.com/dynamic-forms/
Vendor Details
Company Name
Spectrum Input
Country
Poland
Website
precisefp.com
Product Features
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
No
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
No
Version Control
Yes