Plans and Pricing
Company users
Client portals
Digital signatures
21€per month
2 users included 2 Company users
75 client users 75 Client users
up to 100 per month 100 Digital signatures per month
77€per month
8 users included 8 Company users
300 client users 300 Client users
up to 400 per month 400 Digital signatures per month
189€per month
20 users included 20 Company users
750 client users 750 Client users
up to 1000 per month 1000 Digital signatures per month
553€per month
60 users included 60 Company users
2500 client users 2500 Client users
up to 3500 per month 3500 Digital signatures per month
Callfor pricing
60+ More than 60 Company users
2,500+ More than 2,500 Portals
3,500+ More than 3,500 e-signs
Company users
Client users
Digital signatures
23€per month
2 users included 2 Company users
75 client users 75 Client users
up to 100 per month 100 Digital signatures per month
90€per month
8 users included 8 Company users
300 client users 300 Client users
up to 400 per month 400 Digital signatures per month
223€per month
20 users included 20 Company users
750 client users 750 client users
up to 1000 per month 1000 Digital signatures per month
649€per month
60 users included 60 Company users
2500 client users 2500 Client users
up to 3500 per month 3500 Digital signatures per month
Callfor pricing
60+ More than 60 Company users
2,500+ More than 2,500 Portals
3,500+ More than 3,500 e-signs
Digital signatures
Webforms
Workflows
90 cents per envelope
10 cents per form
see details
35€per month
40 per month
40 per month
see details
160€per month
250 per month
250 per month
see details
Workflows Workflows
Branding Branding
Compliance Compliance
Blockchain Blockchain
Integrations Integrations
Consulting Consulting
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
Included in all plans
You get as much storage as you need. You can auto delete documents by setting an auto-delete timer to comply with GDPR.
Send quotes or proposals and pre-sale / pre-onboarding workflows that include your marketing brochures, video, questionnaires, contracts, quotes and payment requests (via Stripe). Keep your pricing information and service descriptions in one place.
Keep your prospects and client records in one place. Track relationships between them. Assign statuses. Unlimited records allowed. Contacts are created automatically each time you invite a user to a portal or send a document for signing. Upload your records through a CSV file.
Sign & Pay and Client onboarding processes automated. You design your workflow. If you use ID checks or payments, transaction fees apply (see premium add-ons).
Logic based forms for data collection and signing. More than 20 types of data widgets including address lookup, company lookup (UK only). Advanced features include data validation and ability to digitally sign a completed questionnaire. Export data through csv or pdf.
Encrypted chatrooms available in each portal. Alternatively use unencrypted messages to notify your clients.
Send encrypted messages to clients. Includes MyDocSafe Office365 plugin which allows you to (1) publish email attachments to client portals, (2) send documents for esign, (3) send encrypted emails, (4) send end-to-end encrypted emails to a recipient with MyDocSafe Office365 plugin.
Create documents from your own templates. Manage and store as many templates as you need.
Distribute payslips, comission letters, investor reports, etc. to invidivual portals through a simple drag/drop inbox. As long as each file name has a unique code, which matches the label on the portal, we will do the delivery.
Your logo and colours in portals and notifications.
Send messages to all your portal users in one go. Ideal for office updates.
Exportable audit file of portal activity. Ideal for forensics and compliance requirements.
Premium add-ons
Eur 66 per annum for a bespoke portal login page (your address and logo), and ability to use your email address for notifications MyDocSafe sends on your behalf.
We are re-sellers of Onfido and Yoti ID verification services: document checks, identity verification, politically exposed person checks. You pay for what you use. Contact us for prices.
We integrate with a number of European QES vendors. You can access them through MyDocSafe. Eur 2.30 per signature. You pay, the signer signs using QES for free. The signer will be able to select the QES provider they want to sign with that is available in their country.
Use this service if you need help building your questionnaires, workflows or digitising your existing forms from PDF documents. Contact us for a quote
Start your 30 day free trial today (try everything other than ID tests and QES which require a subscription, 20 esigns included)Start a free trial
Full feature list
- 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
- 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.
- 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
- 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.
- 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)
- Logical Office
- BTCSoftware
