Contracts & Forms Management
A Contract & Forms management program allows you to create an agreement with a client and then send it to them so that they can digitally sign and execute the agreement and then securely store those documents for records and compliance purposes.
Contract & Forms Management Providers Include:
Responsive Forms
- ZipLogix (check out the ZipLogix section on RETI)
- Docusign Transaction Room
- App Files
- Dot Loop
- Forms Simplicity
- Transaction Desk
- Sky Slope
Video & Bonus Content is for RETI Members Only