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Description

Utilize your existing templates to generate contracts through smart forms and impress your clients and teams with seamless eSigning capabilities. Our innovative technology enables you to produce identical documents in a significantly reduced timeframe. You’ll benefit from comprehensive audit logs and eSigning certificates that enhance security and accountability. Clients will be impressed by consistently branded documents, emails, and eSigning pages that reflect professionalism. Conveniently oversee all your templates in a single location, granting you access to any document from any device, anywhere. This streamlined process eliminates outdated templates, ensuring your team always utilizes the most current version. We understand that your time is valuable, which is why our skilled team will handle the setup of your templates for you. Your trial period only commences when your templates are fully configured, allowing you to start efficiently. By delivering professional documents in mere seconds, you can exceed client expectations and ensure compliance with accurate, branded onboarding materials. Close deals swiftly and in accordance with regulations by utilizing well-designed engagement documents. Additionally, our platform is designed to grow with your needs, ensuring ongoing support and updates as your business evolves.

Description

MyDocSafe serves as your essential partner in digital transformation, assisting you in automating processes that involve client interaction, including pitching, onboarding, and secure sharing of documents. As a comprehensive solution for document security and e-signatures, MyDocSafe empowers you to verify and manage all your documents online while streamlining compliance, onboarding, and contract renewal tasks. Experience a host of features designed to enhance your productivity and save time and effort. With numerous integrations, you can significantly boost your operational efficiency. Additionally, increase client engagement to help elevate your revenue. Simplify your proposals through customizable workflows and entirely paperless quoting processes for a more organized approach. Expedite the closing of deals and eliminate administrative bottlenecks with efficient workflows that span multiple departments. Reduce the time spent on low-value, non-billable tasks during client onboarding by utilizing automatic document distribution, reminders, and notifications, ensuring a smoother transition for new clients. Ultimately, MyDocSafe is your all-in-one solution for managing the complexities of client interactions and documentation seamlessly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Outlook No 
Salesforce Yes 
Trustpilot Yes 
Vtiger CRM Yes 
Xero No 
viaSocket No 

Integrations

Dropbox Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Outlook Yes 
Salesforce No 
Trustpilot No 
Vtiger CRM No 
Xero Yes 
viaSocket Yes 

Pricing Details

$55.42 per month
Free Trial Yes 
Free Version No 

Pricing Details

$8 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Doc2

Country

United Kingdom

Website

doc2.co

Vendor Details

Company Name

DocSafe

Founded

2013

Country

United Kingdom

Website

mydocsafe.com

Product Features

Digital Signature

Audit Trail Yes 
Authentication No 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Document Control

Archiving & Retention Yes 
Automated Routing No 
Change Management No 
Compliance Management Yes 
Electronic Signature Yes 
Escalation Management No 
Periodic Review No 
Version Control Yes 

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools No 
Compliance Tracking Yes 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature Yes 
Email Management No 
File Recovery No 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Product Features

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook Yes 
Employee Portal Yes 
File Management Yes 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms No 
Training Management Yes 

Portal

Chat Yes 
Collaboration No 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

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