MyDocSafe SalesFlows

What it does

Assemble quotes and proposals easily and send them to prospects via email. Include videos, prices, Stripe payments, contracts and forms. Once a prospect confirms the quote, open a secure client portal form them through which you can conduct business.

MyDocSafe is an electronic signature, secure client portal and proposals platform for customer onboarding and client management.

One secure place for you and your clients to work together — from proposals, onboarding and KYC to client portals, workflows and e-signatures. Every step of the client journey lives on one platform, so nothing stalls in an inbox and nobody has to ask for the same document twice. Tired of paying per signature? MyDocSafe gives you built-in e-signatures that are advanced, flexible and designed to scale. Save time and money and manage complex transactions through MyDocSafe portals. Create branded, secure spaces for each client. Coordinate internal delivery and client actions in one place. Assign tasks, track deadlines, log time, and keep all communication tied to the right job and documents.…from mydocsafe.com

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