PreciseFP Overview

PreciseFP is a user-friendly forms automation software designed to streamline the creation, distribution, and management of forms for businesses. Ideal for financial advisors, healthcare providers, and other industries requiring complex forms, PreciseFP allows organizations to build custom forms tailored to their needs without the need for coding or technical expertise. The platform provides pre-built templates, making it easy to get started, and offers powerful features like conditional logic, secure document sharing, and digital signatures, ensuring that forms are completed quickly and securely. PreciseFP integrates seamlessly with CRM systems and other business applications, allowing businesses to automate workflows and reduce manual data entry. The software also includes robust analytics and reporting tools, enabling businesses to track form submissions, completion rates, and customer engagement. By automating form processes, PreciseFP saves time, reduces errors, and ensures compliance with industry regulations. Whether for onboarding, surveys, or client data collection, PreciseFP simplifies the forms management process, enhancing operational efficiency.

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PreciseFP Screenshot & Video

Contact Details

  • Vendor Name Docupace
  • Founded 2005
  • Location United States

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services

PreciseFP Features

  • Arrow Icon Electronic Signature
  • Arrow Icon Forms Creation & Design
  • Arrow Icon Customizable Templates
  • Arrow Icon Offline Access
  • Arrow Icon Archiving & Retention
  • Arrow Icon Collaboration Tools
  • Arrow Icon Drag & Drop
  • Arrow Icon Version Control
  • Arrow Icon Forms Management
  • Arrow Icon Process/Workflow Automation
  • Arrow Icon Full Text Search
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon File Storage
  • Arrow Icon Customizable Forms

PreciseFP Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$85 Per Month

PreciseFP FAQs

PreciseFP is a user-friendly forms automation software designed to streamline the creation, distribution, and management of forms for businesses. Ideal for financial advisors, healthcare providers, and other industries requiring complex forms, PreciseFP allows organizations to build custom forms tailored to their needs without the need for coding or technical expertise. The platform provides pre-built templates, making it easy to get started, and offers powerful features like conditional logic, secure document sharing, and digital signatures, ensuring that forms are completed quickly and securely. PreciseFP integrates seamlessly with CRM systems and other business applications, allowing businesses to automate workflows and reduce manual data entry. The software also includes robust analytics and reporting tools, enabling businesses to track form submissions, completion rates, and customer engagement. By automating form processes, PreciseFP saves time, reduces errors, and ensures compliance with industry regulations. Whether for onboarding, surveys, or client data collection, PreciseFP simplifies the forms management process, enhancing operational efficiency.

  • No, PreciseFP does not offer a free version.

  • Yes, PreciseFP offers a free trial.

  • No, Credit Card details are not required for the PreciseFP trial.

  • PreciseFP offers the following pricing plans & packages:

    Basic

    $85 Per Month

  • PreciseFP supports the following payment frequencies:

    • Monthly Subscription

  • No, PreciseFP does not offer an API.

  • PreciseFP offers support with the following options:
    • Email , Chat , Knowledge Base , FAQs/Forum

  • PreciseFP offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • PreciseFP supports the following languages:
    • English

  • Following are the typical users of the PreciseFP:
    • Self-Employed , Small-Business , Midsize-Business

  • PreciseFP supports the following deployment:
    • Cloud Hosted

  • PreciseFP supports the following devices and operating systems:
    • Web-Based , iPhone , Android