Average Ratings 18 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Foxit eSign is a cloud-based digital signing platform that helps organizations streamline document approval and execution with legally recognized electronic signatures. Built with security and HIPAA compliance in mind, the solution supports businesses of any size with simple document preparation, signature collection, and secure record retention. The platform includes API connectivity and shared workflow capabilities, making it easy for distributed teams to manage agreements and approvals collaboratively. Unlike standalone e-signature tools, Foxit eSign works alongside Foxit Document Management System (DMS) to unify document execution, storage, organization, and governance within a single end-to-end process.

Description

Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccountSight Yes 
Box Yes 
ChatGPT No 
Claude No 
Constant Contact Yes 
Dropbox Yes 
Eurosoft Yes 
Foxit PDF Editor Yes 
Google Drive Yes 
Mailchimp Yes 
Microsoft OneDrive Yes 
Model Context Protocol (MCP) No 
Salesforce Yes 
Twilio Yes 
Vultus Connect Yes 
Vultus Recruit Yes 
Zapier Yes 
Zoho Books No 

Integrations

AccountSight No 
Box No 
ChatGPT Yes 
Claude Yes 
Constant Contact No 
Dropbox No 
Eurosoft No 
Foxit PDF Editor No 
Google Drive No 
Mailchimp No 
Microsoft OneDrive No 
Model Context Protocol (MCP) Yes 
Salesforce No 
Twilio No 
Vultus Connect No 
Vultus Recruit No 
Zapier No 
Zoho Books Yes 

Pricing Details

$8.00/user/month
Most affordable and flexible pricing plans.
Free Trial Yes 
Free Version Yes 

Pricing Details

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Trial No 
Free Version No 

Deployment

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Foxit Software

Founded

2001

Country

United States

Website

www.foxit.com/esign-pdf/

Vendor Details

Company Name

Workplate

Founded

2020

Country

India

Website

workplate.io

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 

HIPAA Compliance

Access Control / Permissions No 
Audit Management Yes 
Compliance Reporting No 
Data Security Yes 
Documentation Management No 
For Healthcare Yes 
Incident Management No 
Policy Training No 
Remediation Management No 
Risk Management No 
Vendor Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Alternatives

Alternatives

No Alternatives