Get rid of messy paper forms and go digital with Jotform Sign. Simplify your financial services workflow and create a frictionless experience for your clients with online documents that can be filled out and signed on any device. Download, print, and share finalized PDF documents with ease.
Templat
Not sure where to start? Browse Jotform Sign’s template library and choose the documents that work best for your business. Feel free to customize them with our intuitive no-code builder.
Manfaat
Create financial services documents in seconds with Jotform Sign’s drag-and-drop builder. Reduce paperwork and improve your clients’ signing experience with fully customizable e-sign templates. Collect e-signatures from any device — then automatically receive a finalized PDF in your inbox as soon as a form is signed.
Jotform Sign offers multiple ways to collect signatures. Share your custom mobile-ready documents by sending email invitations or the document link.
Beri klien Anda lebih banyak cara untuk menandatangani. Fitur penyematan unik Tanda Tangan Jotform memungkinkan Anda untuk menyematkan dokumen Anda di situs web perusahaan atau portal klien internal menggunakan kode salin-tempel sederhana.
Need to add more than one signer? No problem. Using our sign builder, you can easily add multiple signature fields and even set up a custom signing sequence. Clients can then fill out your documents from any device, including Android and iOS devices.
Cari tahu bagaimana perusahaan Anda dapat menggunakan Tanda Tangan Jotform untuk melancarkan proses pengadaan Anda.
Create proposals and agreements. Outline terms and conditions, collect e-signatures, and receive copies to keep for your records once everything is finalized.
Kumpulkan persetujuan dari klien dengan mudah. Cukup bagikan formulir persetujuan khusus Anda melalui email, dan klien baru dapat mengisi dan menandatanganinya dari perangkat apa pun. Setelah ditandatangani, Anda dapat mengunduh dan mencetaknya untuk catatan Anda.
Give clients peace of mind and ensure that your financial practice is following all laws, rules, and regulations with an audit and compliance form.
Templat laporan keuangan Tanda Tangan Jotform memungkinkan Anda untuk dengan jelas menyusun laporan laba rugi, neraca, dan laporan arus kas klien. Jangan ragu untuk memperbarui kata-kata menggunakan pembuat seret-dan-lepas kami.