Streamlining and Simplifying Operations
MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue.
Stop wasting time chasing forms and filing paperwork Choose advanced verification e-sign software
Simplify and streamline your proposals with a customizable workflow and entirely paperless quoting process.
Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.
Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.
You want security and efficiency. Your customers demand simplicity.
MyDocSafe document security delivers both
Along with advanced e-signature verification technology, MyDocSafe secures all your sensitive documents with the same top-level encryption standard used by financial institutions.
Manage your own preferences and permissions to share or restrict document access.
Share documents safely internally and externally with encrypted emails.
Rest assured that all your files are securely stored and regularly backed-up with legally compliant practices.
Future proof your way to better customer engagement
Use simpler sign-ups, automated contract renewals and streamlined onboarding processes
To keep your prospects and clients engaged at every stage of the customer journey, you need the tools that deliver a simple, seamless experience. MyDocSafe has them all.
It’s the smarter way to propose, close and continually support your customers.
START A 30 day free trial
Simplify and streamline your proposals with a customizable workflow and entirely paperless quoting process.
Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.
Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.
Attract and retain top talent through a slick and fast employee onboarding process.
Choose the more flexible, more cost-effective, more modern way to manage your digital office.
MyDocSafe is easy to use. It’s easy to save time and transform your operations. It’s easy to engage more customers.
With advanced e-signatures, bespoke client portals, ID checks and custom workflow processes all in one place, MyDocSafe delivers comprehensive document management tools that let you do more for less, cutting costs and improving productivity.
It’s the only document security software you need to speed up proposals, verify digital signatures, close more deals, boost customer loyalty and increase your bottom line.
One app instead of many.
More secure, more productive, more cost-effective.
Over 10,000 companies around the world use MyDocSafe.
Sign documents and improve customer engagement processes
From accountancy practices to real estate agents, MyDocSafe supports every industry
“I really like the “auto delete” which is a brilliant feature to help with General Data Protection Regulation compliance”.
Integrations
The flexibility to integrate with your existing systems.
From accountancy practices to real estate agents, MyDocSafe supports every industry
Customize MyDocSafe for your business todayLearn more
Looking for a specific feature or workflow?
We would love to hear about your requirements.
Talk to a member of our team today.
(863) 270 9779 (5 am – noon EDT)
Verifiable e-signatures
Add password protection or SMS codes, send in bulk, use mail merge or embed in complex workflows.
Customizable client portals
Create bespoke client portals for every customer, deal or project, to securely share or sign documents, run ID checks, request documents and data and sell your services - improving experience, loyalty and your top line.
Streamlined proposals
Engage prospects and close deals faster with customizable webforms, onboarding workflows and automated proposals from fact-finding to payment setup.
Start your 30 day trial today
MyDocSafe is the only client portal and e-sign software you need.
Start A 30 day free trial