Use MyDocSafe to effectively engage your clients through every stage of the pitching, onboarding, compliance and retention process. 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.
Simplify and streamline your proposals with a customisable workflow and entirely paperless quoting process.
Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.
Minimise non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.