Case Study: AdvicePay achieves 50% faster contract management with Dropbox Sign

AdvicePay Speeds User Contract Management by 50% with Dropbox Sign

AdvicePay is a cloud billing and payment platform for fee-for-service financial planners that needed to integrate digital transaction management to link invoices with contracts. Advisors were forced to use separate software for eSignatures, creating a slow, error-prone onboarding process and mismatched invoice/contract data; an attempted DocuSign integration failed due to embedded-flow security and functionality issues, preventing a seamless in-app experience and blocking enterprise growth.

By implementing HelloSign’s API and embedded, white‑labeled templates, AdvicePay achieved automatic, 100% synchronization of invoice and contract data (launched within two weeks of testing). The integration delivered one- to two-click eSignatures, eliminated external workflows, and cut contract management time by 50%, enabled new enterprise partnerships (including TD Ameritrade), and helped enterprise clients recover admin time and boost their bottom line by about 30%.

AdvicePay

Joe Timmer

Lead Developer