Automate customer interactions: Electronic signature, client portals and document workflow automation.
MyDocSafe automates engagement letters, KYC/AML and document signing and approval workflows. Based on a secure document management system, MyDocSafe platform improves compliance, efficiency and customer experience.
It features quotes & proposals, digital signatures, client portals, logic-based webforms, ID & KYC checks, as well as integrations to Xero, Quickbooks, Stripe, BTC, Glide, Logical Office, Act CRM and more. MyDocSafe offers several white labelling option ranging from “just your logo and colours” all the way to “your portal login address and your email address”.
Online document storage
Secure file sharing
Email bounce notification
Proposal action audit trail
Self-service online form
Dynamically populate engagement letters
Service item terms
Service type service terms
Payment fail notifications (to client)
Update card details (client)
On acceptance of proposal
Recurring service invoices
Dynamic pricing calculation i
Edit price on proposal
Follow up date (on proposal)
Line item breakdown or total only
Service type sub totals
Proposal send and acceptance
Rollover proposals for re-engagement
Use template services
How do you effectively engage your clients through every stage of the sales and onboarding process?
Introducing MyDocSafe Proposals
An introduction to the proposals module of MyDocSafe
MyDocSafe: Our workflow engine is getting bigger and better.
We have just added three new features that help you automate complex workflows
What are Experiential Portals and How Can You Use Them?
Experiential portals allow you to configure them for specific use cases: from client interactions through board reporting to running job interviews.
Some details on this page are subject to change. If you see something wrong please contact us here.
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