Dynamic Forms

Dynamic Forms

NextGen Web Solutions
PreciseFP

PreciseFP

Spectrum Input
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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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

NextGen Web Solutions
Founded: 2008
United States
nextgenwebsolutions.com/dynamic-forms/

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

FastField Forms

FastField Forms

Quickbase

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
InForm Designer

InForm Designer

Fly Software

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

Integrations

MoneyGuidePro
Wufoo
Zapier
Claim Dynamic Forms and update features and information
Claim Dynamic Forms and update features and information
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