MyDocSafe eliminates the friction by sending your clients an email to a beautiful proposal, or an engagement letter or a webform or a request to upload a document securely to a client portal.

    Overview

    MyDocSafe is designed to help you sell better through beautiful proposals, to work faster through powerful client portals and to sign documents faster through our digital signature platform. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency and get more engagement to drive your revenue.

    Explore all features of MyDocSafe
    MyDocSafe
    Play Video
    , opens in a dialog

    MyDocSafe + Xero

    MyDocSafe document management for Xero lets you automatically create client portals whenever you create a client in Xero. Creating a client in Xero means adding an invoice to a contact. When that is done, MyDocSafe will automatically create a portal in your chosen portal group and invite your client to it.

    If you are using MyDocSafe Proposals and choose Xero as an invoicing method, we will automatically create one-off or repeating invoices in Xero in draft mode.

    Reviews & ratings

    3.0 out of 5 stars
    2 Reviews
    5 star(50%)
    4 star(0%)
    3 star(0%)
    2 star(0%)
    1 star(50%)
    DD
    Dezign Dezign
    Posted
    1 out of 5 stars

    No Follow up

    Daniel told me he would get back to me, never did

    Response from MyDocSafe

    Hi there. My apologies for not getting back to you but I got Covid which put me off my schedule. I will get back to you shortly.
    DS
    Daniel Stachowiak
    Posted
    5 out of 5 stars

    We run our business on MyDocSafe

    We are MyDocSafe and we use it for our business as well: from employee onboarding through client onboarding, secure client portals to all our digital signing requirements, the platform is part of our core IT infrastructure.
    Additional info

    Shared data

    Xero
    MyDocSafe
    Contactsshared from Xero to MyDocSafe
    Invoicesshared from Xero to MyDocSafe and from MyDocSafe to Xero

    App details

    Added in 2021

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English, French, German, Polish, Portuguese, Spanish

    Support

    Setup walkthroughIntegration walkthroughContact supportsupport@mydocsafehq.com

    Contact

    441234675770

    Follow

    TwitterFacebookLinkedIn
    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.