Document Template
Annual reviews run better when clients arrive prepared. Send a Docuplete review link before each annual meeting — pre-populated with existing information where available. Clients confirm current goals, update life changes, and sign the updated suitability review.
What gets automated
Upload your existing annual review form PDF. Common fields for financial advisors include:
How it works
Upload the annual review form you already use — any standard PDF. No reformatting or special software needed.
Open the PDF in Docuplete's visual mapper. Drag answer boxes onto each field exactly where it appears on the form.
Generate a unique link for each client. They complete a guided interview on any device — no account required.
On submission the filled PDF is generated, stored, saved to Google Drive, and synced to HubSpot — automatically.
Why it matters
Client answers map directly into the PDF. No re-keying, no copy-pasting, no transcription errors.
Clients sign in the same session. Identity verified via email OTP — creating a legally defensible audit trail.
Every signed document receives a trusted timestamp — tamper-proof proof of when it was signed, on every plan.
Completed PDFs are automatically saved to your Drive folder after every submission.
Submission data syncs to HubSpot contacts automatically — find or create the record and attach the completed PDF.
Every submission records who signed, when, from which device — stored alongside the document.
14-day free trial. No credit card. Works with PDFs you already have.
Start free trialStarts at $69/mo.
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