Top 10 features of DocuSign for white label crowdfunding software

This feature helps to send and sign business agreements with the easiest electronic signature solution. In white label investment crowdfunding software, this can be used to reduce the number of paperwork and workload contracts. It enables signing at convenient times, is available, and easy to use on any device anywhere in the world.

It allows investors to upload, send and submit the required court-admissible documents after the agreement has been reached. It also helps crowdfunders to update and send reminders to investors in order to keep business moving. All these processes are done at a faster rate, lower cost and with reduced errors.

During contracts, DocuSign CLM manages time and reduces errors by automating the entire contract lifecycle with easy document generation, collaboration, workflow, and a central agreement repository. It also creates agreements with pre-populated information from other systems.

DocuSign CLM helps to manage and improve agreements with business partners. It also helps in collaborating and negotiating with external parties through commenting and suggestions. It allows easy sending and signing through DocuSign e-signature directly from the DocuSign CLM dashboard. It allows for easy integration with Salesforce and other systems of record.

DocuSign insight helps crowdfunding platforms to understand what’s in the agreements. This software is powered by artificial intelligence AI which enables contract analysis, risks, and uncovers hidden opportunities. It extracts key terms and clauses with pre-built, customizable AI models.

It also comes with a filter feature that helps to locate and analyze agreements to answer legal and business questions. It differentiates relevant terms across contracts side-by-side and clean and clear findings on the dashboard and reports. DocuSign insight software provides a better analyzer to negotiate agreements easily.

It is always good to know your customers. With the use of a custom white label crowdfunding software through the DocuSign Signer Identity feature, you can identify your investors beyond the traditional ways of clicking email links.

The feature provides identity recognition, identification, and authentication through improved systems. It gives high-value agreement protections, risk reduction and also supports compliance in and out of operation.

The software helps to automatically verify all major government-issued IDs of donors and investors or crowdfunders with ID Verification. You can automate the process and also manually review the IDs. It shows verification status and ID data into your system of record using APIs.

This feature helps brokers in the real estate investment crowdfunding business to manage transaction processes. It enables teamwork and quick management—whether they’re in the office, hosting an open house, or with a client.

This software is a cloud-based real estate solution for brokers, investors, and agents in the crowdfunding business to manage transactions from different channels. It comes with a design to streamline collaboration and accelerate workflows. It also helps to manage any payment challenging issues. It has document libraries, form editors, and eSignature.

DocuSign features many major integrations that help crowdfunding businesses aggregate work in one place. Examples are Salesforce, sap, Microsoft, oracle, apple, and google using google drive and other features to carry out services. All these integrations can be managed on any device—on mobile devices and desktops.

This API captures white label crowdfunding investors’ consents to standard agreement terms with one click. Features like terms and conditions, terms of use, terms of service, privacy policy and so on. The API also allows for customizable clickwrap solutions in the integrations. It also helps investors or donors to understand what they are consenting to before clicking to sign.

The admin API helps white label investment crowdfunding to automate investors or donors with the existing data without compromise. It also helps to make changes and updates to all the investors in one operation. It enables crowdfunding platforms to export information easily.

DocuSign payment feature helps investors to complete forms and make payments with a single click. With DocuSign payment, you can say goodbye to complicated collections. It ensures investors get smooth payment methods and processes without any hassle. It ensures there’s a swift payment process and also prevents payment errors.

This feature maximizes compliance and provides more flexibility by meeting rigorous security standards and certifications. It also helps to leverage existing systems to get up and start running in-built integrations.