Why You Need It
We help businesses reduce time spent on paperwork by 53% or more and close deals faster.
Our clients often save Thousands $$ each month by eliminating paper.
We Do More than Just eSign Documents
If you are like most successful businesses, you hate chasing paperwork! We offer all of the features needed for businesses to go paperless.
- Fill and E-Sign your Forms
- Custom Webforms and Database
- Automated Document Indexing
- Store and Edit all Documents
- Custom Calculations, and API
- Workflows, Reports, More…
See our features that transform your office into a Paperless Office!
Easily create custom databases and webforms to store any type of data. Data stored within Docufirst can be used to fill your forms, drive rules, and more.
- Create workflows driven by data
- Connect other systems using our API
- Create field rules, linking, and more
- Import or Export data
- Custom calculation engine
Import any Word Document or PDF form, and quickly map it with data from your Docufirst database. It’s never been easier to fill and share your forms such as applications, disclosures, contracts, quotes, agreements, and more.
- Form field validation to ensure completion
- Supports field types such as text, checks, radio buttons
- Create rules for collaboration
- Quickly Digital Signature Fields
Create digital signature fields within your forms. Allow any number of signors to access and electronically sign any form online.
- Knowledge base authenticaiton
- FIPS 140-2/3 level cryptographic protection
- Signature rules and workflows
- Comprehensive audit log
- Embed IP Address, Email, Date, Time
Upload and Store any file attachments related to your transaction. Our document management software allows users to view, edit, annotate, merge, and extract pages.
- Create a required documents checklist
- Upload PDF, DOC, XLS, JPG, PNG, and more
- Compile any number of documents into a single PDF
- View documents by status, category, group, and more
- Email or Fax documents from DocuFirst
- Barcode Recognition for automated indexing
- Allow third parties to directly upload documents