Plans and Pricing
Company users
Client users
Digital signatures
Client workflows
Webforms
Chat
Storage
Branding
Quotes & Proposals
Encrypted email
API
ID & background checks
£6per month
1 user Company users
Client users
Digital signatures
Client workflows
Webforms
Chat
1 GB Storage
Branding
Quotes & Proposals
Encrypted email
API
ID & background checks
£16per user per month
min 1 user Company users
250 users Client users
Digital signatures
Client workflows
Webforms
Chat
100 GB Storage
Basic Branding
Quotes & Proposals
£5 per user Encrypted email
API
charges apply ID & background checks
£18per user per month
min 3 users Company users
1,000 users Client users
Digital signatures
Client workflows
Webforms
Chat
250 GB Storage
Advanced Branding
Quotes & Proposals
£5 per user Encrypted email
API
charges apply ID & background checks
£20per user per month
min 6 users Company users
3,000 users Client users
Digital signatures
Client workflows
Webforms
Chat
500 GB Storage
Advanced+ Branding
Quotes & Proposals
£5 per user Encrypted email
API
charges apply ID & background checks
Company users
Client users
Digital signatures
Client workflows
Webforms
Chat
Storage
Branding
Quotes & Proposals
Encrypted email
API
ID & background checks
£7per month
1 user
1 GB
£19per user per month
min 1 user
250 users
100 GB
Basic
£5 per user
charges apply
£21per user per month
min 3 users
1,000 users
250 GB
Advanced
£5 per user
charges apply
£24per user per month
min 6 users
3,000 users
500 GB
Advanced+
£5 per user
charges apply
Digital signatures
Webforms
Workflows
£
80p per envelope
8p per form
see tooltip
£30per month
40 per month
40 per month
see tooltip
£150per month
250 per month
250 per month
see tooltip
Workflows
Branding
Compliance
Integrations
Consulting
Speak to us to receive a quote
Complex customer journeys, ideal for multi-product onboarding
Full white label including special fonts, colours or branded mobile apps
Risk assessment dashboard and back office approval workflows
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
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Starter plan
- Esignatures
- Webforms
- Document storage
- Proposals
- Client portals
- Encrypted email
= £24 per month
Our 1 user account is an affordable starter plan that can replace four to six other services.
-
DocuSign: digital signatures £20 / month
-
Typeforms: webforms £21 / month
-
Dropbox: document storage £7.99 / month
-
GoProposals: proposals £60 / month
-
VirtualCabinet: client portals no transparent pricing
-
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
- 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, customises 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 retension rules, portal ownership transfer
- Signup: create a public signup link to the portal
- 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
- Storage: you have got as much as you need
- Folder structure: create folders, subfolders, sub-subfolders, up to 8 levels.
- History log: full audit history
- Secure sharing: share even individual files or folders.
- Encryption: each document is individually encrypted with public key cryptography
- 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.
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MyDocSafe is the only document security and e-sign software you need.
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