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 best platform for B2B financial onboarding, Improved client experience. Reduced onboarding time. Increased simplicity. Using digital portals reduces the time required for the onboarding process, enhances the experience and lets you focus on what matters. Digital document management. Using our digital process is fast, easy and requires no code. Decrease human error, reduce onboarding back office work, and focus on providing the best service available to your clients. Super charge your business processes, increase your put through instantly and grow your new client count. Simple layouts that naturally drive and guide your clients to the their goal, while providing a seamless brand experience. Stop wasting your clients time with multiple touchpoints. Create a customer journey that simplifies the complex financial onboarding experience.

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

Companies looking for a B2B financial onboarding system

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

No information available.
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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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

SlidePiper
Founded: 2015
Israel
www.slidepiper.com

Alternatives

CINCEL

CINCEL

Cincel

Alternatives

Leegality

Leegality

Grey Swift
Smart Onboarding

Smart Onboarding

Smart ERP Solutions
SODA PDF

SODA PDF

Avanquest
Digidesk

Digidesk

Heptagon Technologies

Categories

Categories

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

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

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 SlidePiper and update features and information
Claim SlidePiper and update features and information