Getting documents signed can often be a laborious process. Submitting paper documents to be signed by clients, above all else, is time consuming. That’s why Intelliflo has integrated DocuSign into Intelligent Office (iO) and Personal Finance Portal (PFP).
DocuSign is paperless, fast and compliant with regulations. You simply submit any documents that require a client’s signature to them electronically, they sign the document online and send it straight back.
Utilising DocuSign’s functionality within iO and PFP will accelerate the execution process with your clients, lower operating costs, reduce errors and provide a superior client experience. They won’t be waiting around to receive, sign and re-send documents.
This reduces transitional risk, missing data and documents, breaks to your processes and increases the transparency of your workflow. A digital audit trail also makes regulatory processes much easier and further introduces paperless working.
Each year you will be charged £2 per document for the first 200 documents, then £1.50 per document for the next 200 and then £1 per document thereafter. This compares favourably with going directly to DocuSign.
|Docs per year||Annual charge per firm through iO/PFP||Annual charge per user through DocuSign direct*|
DocuSign Standard and Business Pro allow up to 100 documents per annum. Additional documents available on request.
All prices +VAT
*DocuSign pricing page
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