Apply to become a MyDocSafe Certified Consultant

Eligibility Requirements:

Please review the Eligibility Requirements below and complete the form on this page to become a MyDocSafe Certified Consultant.

  • Company Profile: Business Process Automation, consulting and/or software training
  • Company Size: 5+ employees
  • Years in Business: 2+
  • Dedicated sales and marketing resources
  • Uses CRM, marketing automation or email marketing software to run business
  • Customer references
  • Completion of the MyDocSafe Certified Consultant Agreement
  • Completion of the MyDocSafe Growth Suite Sales Certification
  • Ability to adhere to our MyDocSafe brand guidelines
  • Sell only MyDocSafe products to sales leads provided by MyDocSafe and MyDocSafe employees

 Preferred Experience & Expertise

  • Selling and implementing document management, digital signature and client portal applications
  • Training
  • Business Process consulting
  • IT consulting & systems integration