MyDocSafe

MyDocSafe

DocSafe
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+

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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

Portant is like a mixture of Docusign and Zapier. We make it easy to build powerful document workflows with the tools you actually use. The simplest way to automate business-critical documents. Automate contract eSigning. Select a Google Doc agreement template, add an eSignature placeholder, and put your contract signing on auto-pilot. Generate batches of invoices. Select a Google Sheet of invoice data, add a Google Docs invoice template, and generate 10, 100, or even thousands of invoices at a time. Every time a Google Form is submitted an incident report PDF is automatically generated and shared via email. Google Forms to PDF. Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses. Portant can automatically generate documents any time someone responds to a form or any time a spreadsheet is updated. Portant is a document automation solution that integrates with the tools you already use, so you can get back to the important stuff.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Companies and enterprises seeking a solution to automate business critical documents

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$8 per month
Free Version Supported
Free Trial Supported

Pricing

$42 per month
Free Version Supported
Free Trial Supported

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:

Review this Software

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Company Information

Portant
United States
www.portant.co

Alternatives

CINCEL

CINCEL

Cincel

Alternatives

DocFlow

DocFlow

Obiyen
SODA PDF

SODA PDF

Avanquest

Categories

Digital Signature Supported
Document Workflow Supported
Onboarding Supported
Portal Supported

Categories

Digital Signature Features

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

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Not Supported
Training Management Supported

Portal Features

Chat Supported
Collaboration Not Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Integrations

Docusign Not Supported
Dropbox Supported
Gmail Not Supported
Google Cloud Platform Not Supported
Google Docs Not Supported
Google Drive Not Supported
Google Sheets Not Supported
Google Workspace Not Supported
Microsoft Outlook Supported
Xero Supported
Zapier Not Supported
viaSocket Supported

Integrations

Docusign Supported
Dropbox Not Supported
Gmail Supported
Google Cloud Platform Supported
Google Docs Supported
Google Drive Supported
Google Sheets Supported
Google Workspace Supported
Microsoft Outlook Not Supported
Xero Not Supported
Zapier Supported
viaSocket Not Supported
Claim MyDocSafe and update features and information
Claim MyDocSafe and update features and information
Claim Portant and update features and information
Claim Portant and update features and information