Quotes and Portals

The only business proposal software you need to convert prospects faster.

Save time and improve prospect engagement with automated proposal processes

Speed up information gathering, quoting and payment requests with simple onboarding workflows

Avoid lost time and the risk of aborted deals with customizable, branded workflows that quickly turn your prospects into customers


Engage and onboard your clients faster and more securely

  • Create and customize quotes, business proposals and onboarding processes straight from MyDocSafe, with all the tools and features you need to reach out to prospects, gather information, quote accurately and get signed contracts back.

  • Automate processes to keep your prospects moving along the journey from cold lead to happy customer, and make sure there are no hold-ups between departments.

  • And with the secure ringfence of MyDocSafe, you’ll keep documents safe and eliminate the risk of sharing sensitive information via email.


Streamline your information gathering processes

  • Automatically share fact-finding documents as part of the proposal process, personalized to your prospect, to gather required information

  • Send electronic web forms for instant buy-in, getting immediate feedback from prospects and new customers

  • Securely collect financial and personal data from new clients

mydocsafe customer portals

Deliver the best experience – from first contact to signed contract

  • First impressions count. MyDocSafe helps you stand out from your competitors with a seamless, branded quoting, proposal and onboarding process – keeping your prospects fully engaged with your business.

  • Send branded emails with secure sign-up links at the start of the process, then follow-up with a bespoke, fast, onboarding procedure – all branded to promote your organization.

  • Your customers get a free MyDocSafe portal to securely store all their signed documents, and you get to show off your brand at every opportunity, with a fast, accurate and secure customer onboarding experience.


Close deals and get paid – quicker than ever

MyDocSafe is the only business proposal software you need to reduce the risk of aborted deals and increased time to revenue.

  • Merge processes from multiple departments and prevent deal hold-ups

  • Integrate real-time AML/KYC checks (that work in 132 countries) to minimize legal and compliance delays

  • Design your own contracts using pre-built templates to speed up signing

  • Build a workflow with your own bespoke payment elements – like direct debit mandates – to get money in the bank quicker

  • Combine form filling, file upload, contract signing and payment collection in one seamless process to close deals faster

Customize MyDocSafe for your business todayLearn more

Start your free trial today

The simple, secure, streamlined business proposal software

Start A free trial