As the leading alternative to Adobe® Acrobat®, Nitro Pro is the only enterprise-grade document productivity solution that empowers businesses to easily create, edit, convert, sign, and share documents anytime, anywhere. With a familiar Office-style user interface and powerful document editing and workflow features, Nitro Pro is the choice that IT departments prefer and employees love. From PDF creation, conversion, editing, and review, to the ability to collaborate, eSign, and work from any web browser, Nitro’s best-in-class solutions accelerate digital transformation and enable every knowledge worker across the organization to increase productivity, improve document security, and reduce printing and paper consumption.
About Shuttle
Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.
Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.
Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.
About MyDocSafe
Client onboarding automation platform with built in digital signature, client portals, quote assembly module and AML/KYC integrations. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection.
Features
2-Factor Authentication
API
Chat
Dashboard
Data Export
Data Import
Document Comparison
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
History/Version Control
Multi-User
Notifications
Password & Access Management
Project Management
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
2-Factor Authentication
API
Batch Permissions & Access
Calendar Management
Contact Management
Data Export
Data Import
Document Comparison
External Integrations
File Sharing
File Transfer
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Electronic Signature
Sales Motivator
Workflow Management
Dashboards
Reports
Design Templates
Summary
No key features associated with this application.
Summary
Let Partners Sign Up From Your Website
Let Partners start referring business and track progress
Let customers upload KYC information
Customers complete proposals using digital signatures
Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven
Flexible Form completes, create your own or use existing (ie Direct Debit)
Summary
Client portals.
Advanced electronic signature.
Beautiful forms.
Onboarding automation.
Data encryption.
GDPR readiness.
Pricing
Starter Package
Free
Included in plan:
Sign Up Partners From Your Website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
AML/KYC Checks from Creditsafe or Equifax (chargeable)
Pipedrive Integration
Initial Service Setup Included
SME
$85.00
5 user(s) / month
Included in plan:
Web Direct Journey
Accept Applications from your website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
20 Companies House Lookups
Passport/ID Verification from Passport Proven or Onfido (chargeable)
AML/KYC Checks from Creditsafe or Equifax
Pipedrive Integration
Initial Service Setup Included
Professional
$275.00
10 user(s) / month
Included in plan:
Get Partners Referring Business
Web Direct and All Partner Journeys
10 Internal Users, 10 Partner Licences
iFrame Web Form
10 Forms (Contract, T&Cs)
Unlimited Digital Signatures
Unlimited Companies House Lookups
Passport/ID Verification From Passport Proven or Onfido
KYC/AML Checks from CreditSafe or Equifax
Pipedrive Integration
Initial Service Setup Included
3 months Shuttle Together Support
Pricing
Starter
$20.00
1 user(s) / month
Included in plan:
1 User
FAQs
No FAQs associated with this application.
FAQs
What are some applications this service is commonly used in tandem with?
Pipedrive
Microsoft Dynamics
Does this service integrate with any other apps?
Pipedrive
Microsoft Dynamics
Does this service offer an API?
Yes to leading CRM applications
Who are the main user groups of this service?
Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC
What is this service generally used for?
Signing Up new customers through your website and partner network.
Does this service offer guides, tutorials and or customer support?
Online training module for all packages
Dedicated Customer Success Manager for Professional Package
Email and chat support for all
Does this service offer multi-user capability (e.g. teams)?
Yes multi-user capable.
Different administrator options
What platforms does this service support?
All Web apps
FAQs
Does this service offer an API?
Yes, our public API is available to enterprise clients.
Does this service offer guides, tutorials and or customer support?
Yes
Does this service offer multi-user capability (e.g. teams)?
Yes
What is this service generally used for?
Sign contracts, share documents securely, sign up new clients, perform AML/KYC checks.
What platforms does this service support?
Any platform
Does this service integrate with any other apps?
Yes, we have a large number of integrations: from Dropbox, Google Drive to Salesforce.
What are some applications this service is commonly used in tandem with?
Practice management software
Who are the main user groups of this service?
real estate, professional services firms, law firms
view 4 more
