Dynamic FormsNextGen Web Solutions
|
PreciseFPSpectrum Input
|
|||||
Related Products
|
||||||
About
Dynamic Forms provides a simple way for non-technical users to take any paper-based form and quickly build a sophisticated interactive, electronic form that can be published to your SIS portal or outside website. This secure, state of the art e-sign/workflow solution allows you to focus your energies on your students and not on manually moving documents. We have processed over 21 million higher education electronic forms over the past 12 years for all types and sizes of colleges. Our libraries of forms and integration experience allow our clients to realize cost savings and efficiencies quickly. Users are not limited by business hours to accomplish completing required forms—even forms requiring multiple electronic signatures in complex workflows and/or including payments. Non-technical users can customize, design and publish professional-looking forms without the need for programming knowledge.
|
About
Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Higher education
|
Audience
Companies searching for a solution to collect client financial data
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
$60 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationNextGen Web Solutions
Founded: 2008
United States
nextgenwebsolutions.com/dynamic-forms/
|
Company InformationSpectrum Input
Poland
precisefp.com
|
|||||
Alternatives |
Alternatives |
|||||
|
||||||
|
||||||
|
|
|||||
Categories |
Categories |
|||||
Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
|
Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
|
|||||
Integrations
MoneyGuidePro
Wufoo
Zapier
|
||||||
|
|