Finance
Simplify operational tasks for both you and your customers.
- Attachments added to documents
- Automatic document tracking and Legal Audit Trailer
- Form Management
- Sending documents to multiple signers
Benefits
The finance industry deals with an overwhelming amount of documentation. Putting your documents online simplifies the operational tasks for both you and your customers.
Tamper-proof audit trails mean you stay legal and compliant. Secure storage and transmission of your forms ensure they are safe and remain confidential.
Formaliti processes paperwork faster, letting clients sign documents at their convenience. You are kept in control of the sales and application process through the visibility of the audit trail and timeline.
With reduced turnaround times and no physical records to manage, sales and operation teams can focus on their priorities rather than administrative duties.
| Basic | Pro | Enterprise | |
| Features and Setup |
$32.50 / user / month |
$32.50 / user / month |
|
| Account & User Set Up | |||
| Support | |||
| Unlimited Form Sending | |||
| Digitally Designed Forms | 3 | 10 | Custom |
| Training | 1 Hour | 2 Hours | Custom |
| Custom Branding | |||
| Default Recipients | |||
| Batch Sending | |||
| SET UP AND ONBOARDING ONCE OFF | $395 | $895 | Custom |
| Try Now | Try Now | Try Now |
$32.50
/ user / month
Save 10% when billed annually
| Features and Setup | |
| Account & User Set Up | |
| Support | |
| Unlimited Form Sending | |
| Digitally Designed Forms | 3 |
| Training | 1 Hour |
| Custom Branding | |
| Default Recipients | |
| Batch Sending | |
| SET UP AND ONBOARDING ONCE OFF | $395 |
$32.50
/ user / month
Save 10% when billed annually
| Features and Setup | |
| Account & User Set Up | |
| Support | |
| Unlimited Form Sending | |
| Digitally Designed Forms | 10 |
| Training | 2 Hour |
| Custom Branding | |
| Default Recipients | |
| Batch Sending | |
| SET UP AND ONBOARDING ONCE OFF | $895 |
| Features and Setup | |
| Account & User Set Up | |
| Support | |
| Unlimited Form Sending | |
| Digitally Designed Forms | Custom |
| Training | Custom |
| Custom Branding | |
| Default Recipients | |
| Batch Sending | |
| SET UP AND ONBOARDING ONCE OFF | Custom |