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

eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.

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

Audience

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

Audience

Ideal for small & medium service businesses; staffing; paperwork-heavy industries

Support

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

Support

Phone Support 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

$15 per user per month
Free Version Not 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 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • It's very well designed and easy to learn, includes variety of functions and automations that substantially save time working with eDocs and signatures.
  • It’s “set it & forget it” for most eDocs.. Once we set it up, we don’t need to touch it again unless something changes. One other big Docu competitor we had to login, make an envelope and send it every time, now we just send a link and it’s done.

Cons

  • I would love to see more integrations being added in the future.
  • Their training definitely could be better, but they were super responsive when I reached out to them, and I love that I can actually get a human on the phone to call me back. Note you gotta leave a voicemail though, they said they don’t take incoming calls unless they have your number stored.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

DocSafe
Founded: 2013
United Kingdom
mydocsafe.com

Company Information

SwiftCloud
Founded: 2015
United States
swiftcloud.ai/

Alternatives

CINCEL

CINCEL

Cincel

Alternatives

WaiverElectronic

WaiverElectronic

Electronic Works
SwiftForm

SwiftForm

SwiftCloud
SODA PDF

SODA PDF

Avanquest
DigiSign

DigiSign

Digio
KAiZEN

KAiZEN

AYAN Softwares
eSign Centre

eSign Centre

TaxCalc

Categories

Digital Signature Supported
Document Workflow Supported
Onboarding Supported
Portal Supported

Categories

Digital Signature Supported
Waiver Supported

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

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 Not Supported

Waiver Features

Customizable Templates Supported
Data Export Supported
Online Signing Supported
QR Codes Supported
Searchable Database Supported
Status Tracking Supported
Waiver Kiosk Supported

Integrations

Dropbox Supported
Microsoft Outlook Supported
NetDrive Not Supported
SwiftCRM Not Supported
Xero Supported
viaSocket Supported

Integrations

Dropbox Not Supported
Microsoft Outlook Not Supported
NetDrive Supported
SwiftCRM Supported
Xero Not Supported
viaSocket Not Supported
Claim MyDocSafe and update features and information
Claim MyDocSafe and update features and information
Claim SwiftCloud and update features and information
Claim SwiftCloud and update features and information