MyDocSafe
Automate customer interactions: Electronic signature, client portals and document workflow automation.
Overview
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”.
About this app
£19/month
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Act
- BTC Software
- Dropbox
- Glide
- Google Drive
- Logical Office
- Microsoft 365
- Salesforce
- Stripe
- Australia
- Canada
- Ireland
- New Zealand
- Singapore
- United Kingdom
- USA
App features per category
Document Management
Client portal
Document requesting
e-Signature
Online document storage
Secure file sharing
Workflow automation
Proposal and Quoting
Audit trail
Email bounce notification
Proposal action audit trail
Creating proposals
Self-service online form
Service bundling
Engagement letters
Dynamically populate engagement letters
Service item terms
Service type service terms
Template terms
Getting paid
Payment engine
Payment fail notifications (to client)
Update card details (client)
Invoice generation
On acceptance of proposal
Recurring service invoices
Pricing proposals
Dynamic pricing calculation i
Edit price on proposal
Pricing types
Monthly
One-off
Proposal appearance
Branding
Brochure
Display sections
Embedded video
Follow up date (on proposal)
Line item breakdown or total only
Service type sub totals
Proposal send and acceptance
Email templates
Online acceptance
Renewals
Duplicate proposal
Rollover proposals for re-engagement
Reporting
Client tagging
Dashboard
Data export
Setup
Use template services
Resources by MyDocSafe
- News
How do you effectively engage your clients through every stage of the sales and onboarding process?
- News
Introducing MyDocSafe Proposals
An introduction to the proposals module of MyDocSafe
- News
MyDocSafe: Our workflow engine is getting bigger and better.
We have just added three new features that help you automate complex workflows
16 Mar 23 - News
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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