MyDocSafe

MyDocSafe

DocSafe
+
+

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About

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

About

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a document workflow and e-sign software solution

Audience

Businesses interested in a portal solution for their clients, so they can share files, sign docs, make payments and send messages

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per month
Free Version
Free Trial

Pricing

$69 per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • I like how this can be set up as a template so I can send to onboard new employees and get paperwork done easy.

Cons

  • The development has been slightly slow but the platform is reliable.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Company Information

Portal
United States
www.joinportal.com

Alternatives

CINCEL

CINCEL

Cincel

Alternatives

SODA PDF

SODA PDF

Avanquest

Categories

Categories

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Integrations

Dropbox
Microsoft Outlook
Xero
viaSocket

Integrations

Dropbox
Microsoft Outlook
Xero
viaSocket
Claim MyDocSafe and update features and information
Claim MyDocSafe and update features and information
Claim Portal and update features and information
Claim Portal and update features and information