MyDocSafe

Popular use cases for MyDocSafe include:

• Pre-sale workflows a.k.a quotes & proposals – an easy way to send business proposals and include videos, marketing brochures, pricing offers, contracts and payment requests
• End-to-end client onboarding / registration workflows – a full process from KYC/AML through product selection, contract signing to payment setup
• Deal rooms – used in B2B context to conduct complex and multi-party transactions
• Client portals – used in B2C context to offer a secure document storage facility with automation and product upselling features

MyDocSafe integrates with data verification providers, payment gateways and data storage vendors, offers white-label solutions and enterprise grade features such as API access and SSO.

The platform offers a 30 day no obligation trial account which can easily be converted into a paid subscription account.   MyDocSafe offers a video channel and a free knowledge database that includes webinars, tutorials and how-to cheat sheets.