AdvicePay Financial Advisor Community Blog

Announcing the AdvicePay and DocuSign Integration

January 29, 2021 By Erika Madden
Erika Madden

At AdvicePay, we are continually working to build new features and integrations that streamline your workflows, free up your time, and simplify the process for your clients. That's why we are excited to announce our newest integration with DocuSign! This powerful, new integration will be a game-changer for your business. You'll now be able to manage the client agreement and invoicing process in one easy-to-use solution.


AP DocuSign Blog Image


What is DocuSign?

DocuSign is an eSignature solution that makes getting your client agreements signed easy, eliminates manual tasks, and connects with the tools you are already using (like AdvicePay!). You can read more about DocuSign over on their website


What can I do with the AdvicePay and DocuSign integration? 

This integration allows you to connect your existing DocuSign account to get financial planning agreements and other documents signed as part of your payment requests or independently. Easily access your templates through AdvicePay and become more efficient instantly!

docusign integration screenshot


How does the integration work?

Check out our full HelpDesk article to get instructions on how to connect DocuSign to AdvicePay here

Ready to see how AdvicePay can help you launch or grow your fee-for-service business?

AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs.  Let us give you a tour of the unique features of the platform and answer any questions you might have about how AdvicePay can work for you.



Posted by Erika Madden

Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Topics: Feature Releases, Integrations