Enjoy full automation with our Docusign build-out
When you connect Docusign with Bitsy, you'll make it very easy for your team to quickly onboard new customers with less complication. Most importantly, you'll always have a digital trail of recorded activity regulators will praise you for.
One powerful benefit, is the ability to instantly auto-populate and complete your firm's engagement documents with minimal to no effort. Just set your workflow on the frontend and watch Bitsy do the heavy lifting for you. Easy!
Benefits of this:
- No more manual checking/completion of compliance documents
- Prospect/client information automatically populates everywhere it needs to
- All required attachments are instantly included in any/all envelopes with zero added effort
- Your compliance records perpetually prove that you're in good standing