The only business proposal software you need to convert prospects faster.

  • Save time and improve prospect engagement with automated proposal processes

  • Speed up information gathering, quoting and payment requests with simple onboarding workflows

  • Avoid lost time and the risk of aborted deals with customizable, branded workflows that quickly turn your prospects into customers

Send quotes and proposals with MyDocSafe and improve productivity, cut costs, speed-up processes and close more deals.

Automate client onboarding processes

Engage and onboard your clients faster and more securely

Create and customize quotes, business proposals and onboarding processes straight from MyDocSafe, with all the tools and features you need to reach out to prospects, gather information, quote accurately and get signed contracts back.

Automate processes to keep your prospects moving along the journey from cold lead to happy customer, and make sure there are no hold-ups between departments.

And with the secure ringfence of MyDocSafe, you’ll keep documents safe and eliminate the risk of sharing sensitive information via email.

Automate client onboarding processes
Superior client experience

Streamline your information gathering processes

  • Automatically share fact-finding documents as part of the proposal process, personalized to your prospect, to gather required information

  • Send electronic web forms for instant buy-in, getting immediate feedback from prospects and new customers

  • Securely collect financial and personal data from new clients

Grow your revenue faster

Deliver the best experience – from first contact to signed contract

First impressions count. MyDocSafe helps you stand out from your competitors with a seamless, branded quoting, proposal and onboarding process – keeping your prospects fully engaged with your business.

Send branded emails with secure sign-up links at the start of the process, then follow-up with a bespoke, fast, onboarding procedure – all branded to promote your organization.

Your customers get a free MyDocSafe portal to securely store all their signed documents, and you get to show off your brand at every opportunity, with a fast, accurate and secure customer onboarding experience.

Grow your revenue faster
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Close deals and get paid – quicker than ever

MyDocSafe is the only business proposal software you need to reduce the risk of aborted deals and increased time to revenue.

  • Merge processes from multiple departments and prevent deal hold-ups

  • Integrate real-time AML/KYC checks (that work in 132 countries) to minimize legal and compliance delays

  • Design your own contracts using pre-built templates to speed up signing

  • Build a workflow with your own bespoke payment elements – like direct debit mandates – to get money in the bank quicker

  • Combine form filling, file upload, contract signing and payment collection in one seamless process to close deals faster

The simple, secure, streamlined business proposal software