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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.

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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
2 Reviews
5 star
(50%)
4 star
(0%)
3 star
(0%)
2 star
(0%)
1 star
(50%)
DD
Dezign Dezign
Posted

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

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
Contacts
Invoices

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

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