May 2 (edited) in Operations - DELIVER
25+ Advisors and a mess of a lot of forms?
Check out Forms Logic:
- At its core, a database used to fill out forms AND
- Store all the information that's been put on a form
- Docusigns cheaper than you can get direct
- Workflows to pass forms to the right person to process/review
- An enormous forms database to pull from
- Embedded code in PDFs if someone prefers to fill it out that way
- Or "Turbo-tax" way to work through the fields without being overwhelmed
- Obviously, CRM integrations
- Push and the pull the data anywhere (just about)
- User permissions
- and more...
Possibly the most in-depth demo out there: https://www.skool.com/proadvisorsuite/classroom/7397272c?md=26d80e8eeb864ea18acf3660bba9dff1
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25+ Advisors and a mess of a lot of forms?
skool.com/proadvisorsuite-8887
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