Plans and Pricing (this pricing will take effect on July 1st. Contact us for current pricing)
Company users
CRM Client Records
Client portals
Digital signatures
Client workflows
Webforms & questionnaires
Chat
Storage
Branding
Quotes & Proposals
Encrypted email
Audit trail
ID & background checks
Document templates
$20per month
2 users included 2 Company users
unlimited Unlimited CRM Client records
up to 100 client users included Portals: up to 100 Client users
up to 100 per month 100 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
100 GB 100 GB of Storage
Basic Basic Branding
included Quotes & Proposals
included Encrypted email
15 days 15 days of Audit trail
charges apply ID & background checks
included Document templates
$75per month
8 users included 8 Company users
unlimited Unlimited CRM Client records
Up to 300 client users included Portals: 300 Client users
up to 500 per month 500 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
300 GB 300 GB of Storage
Advanced Advanced Branding
included Quotes & Proposals
included Encrypted email
30 days 30 days of Audit trail
charges apply ID & background checks
included Document templates
$533per month
60 users included 60 Company users
unlimited Unlimited CRM Client records
up to 2,500 client users included Portals: 2,500 Client users
up to 5,000 per month 5,000 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
3 TB 3 TB of Storage
Advanced+ Advanced+ Branding
included Quotes & Proposals
included Encrypted email
1 year 1 year of Audit trail
charges apply ID & background checks
included Document templates
$2,499per month
unlimited Unlimited Company users
unlimited Unlimited CRM Client records
unlimited Portals: Unlimited Clients
unlimited Unlimited Digital signatures
included Client workflows
included Webforms & Questionnaires
included Chat
15 TB 15 TB of Storage
Ultimate Ultimate Branding
included Quotes & Proposals
included Encrypted email
unlimited Unlimited Audit trail
charges apply ID & background checks
included Document templates
Company users
CRM Client records
Client portals
Digital signatures
Client workflows
Webforms & questionnaires
Chat
Storage
Branding
Quotes & Proposals
Encrypted email
Audit trail
ID & background checks
Document templates
$25per month
2 users included 2 Company users
unlimited unlimited CRM Client records
Up to 100 client users included Portals: 100 Client users
up to 100 per month 100 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
100 GB 100 GB of Storage
Basic Basic Branding
included Quotes & Proposals
included Encrypted email
15 days 15 days of Audit trail
charges apply ID & background checks
included Document templates
$87per month
8 users included 8 Company users
ulimited unlimited CRM Client records
300 client users included Portals: 300 Client users
up to 500 per month 500 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
300 GB 300 GB of Storage
Advanced Advanced Branding
included Quotes & Proposals
included Encrypted email
30 days 30 days of Audit trail
charges apply ID & background checks
included Document templates
$624per month
60 users included 60 Company users
unlimited unlimited CRM Client records
2,500 client users included Portals: 2,500 Client users
up to 5,000 per month 5,000 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
3 TB 3 TB of Storage
Advanced+ Advanced+ Branding
included Quotes & Proposals
included Encrypted email
1 year 1 year of Audit trail
charges apply ID & background checks
included Document templates
$2,924per month
unlimited Unlimited Company users
unlimited Unlimited CRM Client records
unlimited Portals: Unlimited Clients
unlimited Unlimited Digital signatures
included Client workflows
included Webforms & Questionnaires
included Chat
15 TB 15 TB of Storage
Ultimate Ultimate Branding
included Quotes & Proposals
included Encrypted email
unlimited Unlimited Audit trail
charges apply ID & background checks
included Document templates
Workflows
Branding
Compliance
Blockchain
Integrations
Consulting
API
Contact us for a quote
Complex customer journeys, ideal for multi-product onboarding Complex customer journeys, ideal for multi-product onboarding
Full white label including special fonts, colours or branded mobile apps Full white label including special fonts, colours or branded mobile apps
Risk assessment dashboard and back office approval workflows Risk assessment dashboard and back office approval workflows
Blockchain-based workflows and certificates of authenticity Blockchain-based workflows and certificates of authenticity
Specialised third party AML/KYC services or bespoke back office integrations Specialised third party AML/KYC services or bespoke back office integrations
Our advisory service to help you define and create the onboarding experience and back office business processes Our advisory service to help you define and create the onboarding experience and back office business processes
Gain access to our API plans Gain access to our API plans
Contact sales@mydocsafehq.com to share your requirements Contact sales@mydocsafehq.com to share your requirements
Start your 30 day free trial today (try everything other than ID tests and QES which require a subscription, 20 esigns included)FREE TRIAL
Save money with MyDocSafe
Starter plan (monthly billing)
- Esignatures
- Webforms
- Document storage
- Proposals
- Client portals
- Encrypted email
= $25 per month
Our 1 user account is an affordable starter plan that can replace four to six other services.
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$20 / month
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Typeforms: webforms $21 / month
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Dropbox: document storage $7.99 / month
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GoProposals: proposals $60 / month
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VirtualCabinet: client portals no transparent pricing
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Rmail: encrypted email no transparent pricing
= $108.99 per month
Replicating our functionality with pure-play services will cost at least four times more. And that is without including the cost of portals and encrypted email.
Full feature list
- Storage: you have got as much as you need
- Folder structure: create folders, subfolders, sub-subfolders, up to 8 levels.
- Secure sharing: share even individual files or folders.
- Encryption: each document is individually encrypted with public key cryptography
- General note: it is free to sign documents that someone sent to you. Digital Signature licence is required to prepare and send out digital signature requests to other users.
- Request digital signatures: 1 or multiple signees, 1 or more documents
- Signatures: hand-drawn, type-to-sign, or use digital image of your signature
- Automatic reminders: control number, frequency and message
- Notifications: email alerts and/or real time mobile app notifications
- Email control: control the welcome message, thank you message, look&feel and save as templates
- Round robin signing: control order of signing, add bespoke fields
- Control dashboard: see status of outstanding documents, filter by status or sender, manually cancel or send a reminder
- Security: digital fingerprints, time-stamps, IP address and 2-factor authentication (SMS costs apply)
- Signature certificates: automatically appended to signed document
- Integrity verification: check if certificate matches the document
- Complex transactions: quickly send many documents to multiple signees, skip signees if they are not signing every document.
- Mass-distribution: Send the same document to more than 1 person. Each person signs a separate copy of the document.
- Mail-merge: Automate the process of sending bespoke documents and emails to a list of recipients. Up to 2 signees per document are allowed. This service takes a document template, replaces variables with values imported from a CSV file, places signature fields in appropriate places, creates a PDF document out of the template, customizes its name and email greeting and sends out for e-signature.
- Signature fields: add optionality and labels
- Portal users: as many as you need; create subportals for employees or subprojects
- Flexible structure: create portal groups for different types of stakeholders: employees, clients, shareholders or projects. Each portal user can have access to multiple portals.
- Self-service forms: let your clients or employees fill forms when they change address, name or other personal information.
- Announcements: broadcast messages to all or post bespoke notes in individual portals
- Request documents: easily distribute secure upload links to get the documents you need in exactly the right place.
- Request signatures: easily send one or more documents for signing. Signed copies are saved in the right portals.
- Chat: carry on real-time chat in ring fenced chat rooms.
- Brand: control your brand and your subdomain.mydocasafe.com
- Access control: read only, read/write, read/write/invite others
- Archiving: data retention rules, portal ownership transfer
- Signup: create a public signup link to the portal
- Exportable Audit trail: 15 days on Starter, 30 days on Small, 1 year on Business
- Services and prices: Define your service list, pricing, currency and frequency of payment. Automatically add them to engagement letters.
- Intake forms: use our templates or define your own intake forms for different types of situations
- Engagement letters: use our templates or define your own engagement letters, terms of business or any other document you want your client to sign.
- Payment integrations: request payment via Stripe or GoCardless.
- Invoicing: use our invoice templates or connect seamlessly with Xero.
- Messaging: control instructions your clients sees every step of the way.
- Marketing: add your brochure and video
- Types of fields: 18 types and counting
- Universality: use as part of Proposals, embed in portals, your website or use them to collect questionnaires
- Notifications: know when someone submits a form, or notify someone else about it.
- Data export: csv file export
- Logic: Design your own conditional statement to show or hide relevant elements of the forms depending on choices made by the user.
- Data validation: enforce data validation rules to ensure high quality of data. Use regular expressions for bespoke requirements.
- Dropbox
- GoCardless (processing fees apply)
- Stripe (processing fees apply)
- Office365
- Salesforce (fees apply)
- Full white label (your domain for portals, your domain for emails)
- ID verification: basic data check, document check, PEPs check (and more)