PreciseFP

PreciseFP

Spectrum Input
+
+

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About

Stop filling-in paper forms! Use FormDocs Digital Forms Software instead and you'll save money, save time, and work with your forms more efficiently than you ever thought possible! FormDocs replaces your old paper forms with pixel-perfect digital form documents that appear exactly as their paper counterparts do, so that there is no difference between the forms you see on-screen and the forms you print out. Filled-in forms are securely stored in a simple-to-use, zero-administration database where you can find any form out of thousands in just seconds. Forms can be printed, e-mailed, exported, and shared on a network. Automatically populate forms with data from your databases and spreadsheets, or create custom solutions with built-in VBA scripting. Best of all, FormDocs is simple to use and requires zero administration.

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

Companies looking for a digital forms software

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

$149.95 one-time payment
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

FormDocs
Founded: 1996
www.formdocs.com

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

Alpha Anywhere

Alpha Anywhere

Alpha Software Corporation
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
FastField Forms

FastField Forms

Quickbase

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

Law Enforcement Features

Case Management
Certification Management
Court Management
Court Management Integration
Crime Scene Management
Criminal Database
Dispatching
Evidence Management
Field Reporting
Incident Mapping
Internal Affairs Administration
Investigation Management
Scheduling

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
SmartOffice
Wufoo
Zapier

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier
Claim FormDocs and update features and information
Claim FormDocs and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information