MyDocSafe automates engagement letters, KYC/AML and document signing and approval workflows. Based on a secure document management system, MyDocSafe platform improves compliance, efficiency and customer experience.
It features quotes & proposals, digital signatures, client portals, logic-based webforms, ID & KYC checks, as well as integrations to Xero, SageCloud, Stripe, BTC, Glide, Logical Office and more. MyDocSafe offers several white labelling option ranging from “just your logo and colours” all the way to “your URL and branded mobile apps”.
Proposals Feature Overview
Watch a Proposals Tutorial
MyDocSafe have a Zapier integration in BETA and we will be reviewing it over the coming weeks.