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Dropbox Sign + AdvicePay

Activate the built-in Dropbox Sign integration to send ongoing financial planning agreements (or other eSignature documents) along with your invoices.

Requirements

  • Customer on Professional or Enterprise plan of AdvicePay

  • AdvicePay Account Owner or Home Office Admin access

Onboard new financial planning clients in minutes

Speed up the onboarding process by sending your planning agreement for eSignature at the same time as their initial invoice or subscription activation.

Manage agreements and invoices in one place

Configure your document templates to insert data from AdvicePay invoices – names, invoice amounts, and due dates can all be added automatically. Plus, quickly find and review the agreements and invoices for any client.

How does it help?

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Maximize Efficiency

Including Dropbox Sign in your AdvicePay workflow creates a streamlined experience for requesting eSignatures from your financial planning clients

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Save Valuable Time

By using the Dropbox Sign integration, you can save time by creating document templates in AdvicePay and auto-populating fields with information from your payment request

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Stay Organized

Keep everyone organized with a central hub for advisors, reviewers, and clients to find all the documents and invoices related to a client engagement

What you can do with AdvicePay + Dropbox Sign

  • Avoid paying a separate subscription fee for an eSign provider
  • Eliminate paperwork by having clients sign and pay online
  • Reduce risk by ensuring that the data in your agreements and payment requests match up, and that every client has a signed agreement in place prior to billing

Who is it for?

  • AdvicePay Professional or Enterprise customers who want to send documents to clients for eSignature. We are happy to offer complimentary access to Dropbox Sign through your AdvicePay subscription!

  • Compliance teams looking to ensure every financial planning client has the proper agreement in place before billing or accepting payment

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Get started with Dropbox Sign and AdvicePay

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