Plans and Pricing

Folder structure: create folders, subfolders, sub-subfolders, up to 8 levels.

Secure sharing: share even individual files or folders.

Request digital signatures: 1 or multiple signees, 1 or more documents

Automatic reminders: control number, frequency and message

Email control: control the welcome message, thank you message, look&feel and save as templates

Control dashboard: see status of outstanding documents, filter by status or sender, manually cancel or send a reminder

Signature certificates: automatically appended to signed document

Complex transactions: quickly send many documents to multiple signees, skip signees if they are not signing every 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.

Flexible structure: create portal groups for different types of stakeholders: employees, clients, shareholders or projects. Each portal user can have access to multiple portals.

Announcements: broadcast messages to all or post bespoke notes in individual portals

Request signatures: easily send one or more documents for signing. Signed copies are saved in the right portals.

Brand: control your brand and your subdomain.mydocasafe.com

Archiving: data retension rules, portal ownership transfer

Intake forms: use our templates or define your own intake forms for different types of situations

Payment integrations: request payment via Stripe or GoCardless.

Messaging: control instructions your clients sees every step of the way.

Universality: use as part of Proposals, embed in portals, your website or use them to collect questionnaires

Data export: csv file export

Data validation: enforce data validation rules to ensure high quality of data. Use regular expressions for bespoke requirements.

Compliance records: make your audits easier with a record keeping tool to manage and resolve incidents and data requests, document trainings, manage insurance policies and risk assessment processes.

GoCardless (processing fees apply)

Logical Office

ID verification: basic data check, document check, PEPs check (and more)

Branded mobile apps: your brand in the iOS AppStore and Google Play

Salesforce integration: send documents or Salesforce records for digital signature directly from your Salesforce account.

Office 365: Send documents for signing directly from your Outlook, Word or Excel. Easily file email attachments directly in client portals. Send encrypted emails or even use end-to-end encrypted message if your recipient has our add-on enabled.