Why people switch from DocuSign
DocuSign is designed for sending pre-filled documents for signature. It does not guide clients through filling out a form — that step happens manually before DocuSign gets involved. For organizations whose documents require client data (intake forms, applications, questionnaires), DocuSign only handles the last step of a longer manual workflow.
Docuplete handles the full workflow: the client fills a guided interview, Docuplete maps the answers into the PDF, and the signature is collected in the same session. No manual fill step, no separate preparation.
What Docuplete replaces in your workflow
- The step where your team manually types client information into the PDF before sending it in DocuSign.
- The phone call or email thread to collect client information before preparing the document.
- The DocuSign envelope for client-facing intake documents that require data collection.
- The manual re-entry of signed document data into your CRM or practice management system.
Important: Docuplete is a complement to DocuSign for internal signing workflows. Docuplete replaces DocuSign specifically for client-facing document sessions where data collection, PDF fill, and signature happen in the same workflow.
Migration steps
Step 1: Identify your client-facing document workflows
Make a list of the documents you currently send through DocuSign that require clients to provide information — intake forms, applications, questionnaires, agreements that need client details filled in. These are your migration candidates.
Step 2: Upload your PDF templates to Docuplete
Upload the PDF templates you use for those workflows. Docuplete accepts any standard PDF. If your template has PDF form fields (interactive text fields), Docuplete will detect them automatically. If it is a flat PDF, you can still map answer areas visually.
Step 3: Map the fields
In the Docuplete field editor, drag field mappings onto the PDF where each answer should go. Each field is connected to an interview question. You decide what question to ask for each field, and how to phrase it for clients.
Step 4: Build the client interview
Review the interview questions Docuplete generated from your field mappings. Reorder them if needed, add conditional logic (show a question only if an earlier answer triggers it), and add any guidance text to help clients understand what to provide.
Step 5: Test with the sandbox
Use Docuplete's sandbox mode to walk through the interview as a client would. Check that every field maps to the right PDF location, that the interview flows clearly, and that the signature is captured correctly. Adjust any field positions or questions as needed.
Step 6: Go live
Send your first real client session. From your Docuplete dashboard, create a session, enter the client's email, and send the interview link. When the client completes the interview and signs, you will receive a notification and can download the completed PDF from the submission bank.
How long does migration take?
Most document packages take two to four hours to set up in Docuplete. A financial advisor setting up an IRA rollover intake, annual review form, and KYC intake can typically have all three live in a single afternoon. Complex multi-form packages with conditional logic take longer.
What stays the same
- Your PDF templates do not need to change. Upload the forms you already use.
- Your clients receive a simple link — no account, no app to install.
- You receive a completed, signed PDF at the end of every session.
- Your completed documents are stored in the Docuplete submission bank for download at any time.
Ready to migrate your first document workflow?
Upload your PDF, map the fields, and send your first session today. Free trial included.