What is MyDocSafe?

Document security and compliance: from client portals, quote&proposals, onboarding to digital signature and client risk assessment tools.

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.

MyDocSafe Awards

MyDocSafe currently scores 84/100 in the Contract & eSigning category. This is based on user satisfaction (90/100), press buzz (36/100), 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

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

MyDocSafe Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • 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
  • Sales Motivator
  • Workflow Management
  • Dashboards
  • Reports
  • Design Templates
MyDocSafe Pricing

MyDocSafe Pricing Plans


1 user(s) / month
  • 1 User

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

MyDocSafe FAQs

Does MyDocSafe offer an API?

Yes, our public API is available to enterprise clients.

Does MyDocSafe offer guides, tutorials and or customer support?


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


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

Does MyDocSafe integrate with any other apps?

Yes, we have a large number of integrations: from Dropbox, Google Drive to Salesforce.

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

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