DocuSign
Electronic signature and agreement platform used by many wealth firms.
docusign.comDocuSign sells electronic signature, notarization, web forms, workflow and contract management tools. It has a financial services section on its site, and wealth platforms such as Wealthbox and Salesforce Financial Services Cloud connect to it.
The company is publicly traded and based in San Francisco. The company says it has more than 1,000 partner integrations.
What it does
- Electronic signature
- Electronic notarization
- Web forms
- Workflow automation
- Agreement management
Works with
Integrations
- Salesforce
As listed by DocuSign.
Named by others in this directory
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