MyDocSafe


What is MyDocSafe?

Client portals with e-sign, forms, AML checks and document workflows. Ideal for all types of professional services firms, charities, schools and real estate companies.

Client portal platform with built in digital signature, webforms, AML checks and document workflow automation tools. Configure portals in minutes. Design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection.



MyDocSafe Awards


MyDocSafe currently scores 83/100 in the Contract & eSigning category. This is based on user satisfaction (90/100), press buzz (38/100), recent user trends (falling), and other relevant information on MyDocSafe gathered from around the web.

The score for this software has improved over the past month. What is this?
mydocsafe.com
  • MyDocSafe

Contract & eSigning Market Radar

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MyDocSafe Product Overview

  • Client portals.

  • Advanced electronic signature.

  • Beautiful forms.

  • Onboarding automation.

  • Data encryption.

  • GDPR readiness.


Languages Supported: English, German, Spanish, French, Polish, Ukrainian, Italian, Dutch

MyDocSafe Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • Analytics
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Billing/Invoicing
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Electronic Signature
  • Time Management
  • Sales Motivator
  • Automated Conversion
  • File Format Conversion
  • Template Designer
  • Mobile App
  • PDF Export
  • Offline Access
  • Process Modeling
  • Process Reporting
  • Workflow Management
  • Dashboards
  • Reports
  • Design Templates
MyDocSafe Pricing

MyDocSafe Pricing Plans

Starter

$20.00
1 user(s) / month
  • 1 User

Plans starting from: $20.00/month Credit card required: No

MyDocSafe FAQs

Does MyDocSafe integrate with any other apps?

Yes, we have a large number of integrations: from Dropbox, Google Drive, Stripe, and others.

Does MyDocSafe offer an API?

Yes, our public API is available to enterprise clients.

Does MyDocSafe offer guides, tutorials and or customer support?

Yes

Does MyDocSafe offer multi-user capability (e.g. teams)?

Yes

What is MyDocSafe generally used for?

Sign contracts, share documents securely, sign up new clients, perform AML/KYC checks.

What platforms does MyDocSafe support?

Any platform

What are some applications MyDocSafe is commonly used in tandem with?

Practice management software

Who are the main user groups of MyDocSafe?

real estate, professional services firms, law firms

MyDocSafe Competitors MyDocSafe Alternatives

MyDocSafe Alternatives & Competitors

Odoo Sign
Odoo Sign
  1 93/100
Contract & eSigning Software
SignNow
SignNow
  0 91/100
Contract & eSigning Software
Smartwaiver
Smartwaiver
  20 86/100
Contract & eSigning Software
pdfFiller
pdfFiller
  724 92/100
Contract & eSigning Software
HelloSign
HelloSign
  2005 93/100
Contract & eSigning Software
JioSign
JioSign
  69 90/100
Contract & eSigning Software

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