MyDocSafe Pricing, Features, Reviews & Comparison of Alternatives

MyDocSafe

Your e-sign platform.

3.6/5 (5 reviews)

MyDocSafe overview

What is MyDocSafe?

MyDocSafe is an e-signature and on-boarding platform that enables companies to automate and personalize customer sign up processes including forms, e-signing, payment collection, and document upload. The platform is flexible and suits businesses of all sizes and various workflows within industries such as accounting, law, small business, HR, education, and financial.

MyDocSafe enables organizations to replace pen and paper with more efficient, legally binding e-signatures that help close and process deals faster. Client on-boarding features allow users to create secure forms and bespoke flows for various client types. Digital onboarding processes can include optional and obligatory fields, conditional answers and check for data format. Multi-purpose customer portals allow the secure sharing and signing of documents with advisrs, family or other third parties.

Secure document and e-payslip distribution provides delivery confirmation receipts for all digital documents, including sign-off tracking and automatic distribution features. Users can setup a dedicated MyDocSafe.com email address to archive and encrypt email attachments automatically, as well as receive activity logs via email. Document management features provide secure document sharing and delivery with individual file encryption and granular access rights.
mydocsafe.com

Pricing

Starting from
$8/month
Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United Kingdom

Supported languages

English
MyDocSafe screenshot: client portalMyDocSafe electronic signatureMyDocSafe screenshot: Identity verificationMyDocSafe screenshot: Identity verificationMyDocSafe screenshot: Identity verification reportMyDocSafe screenshot: Document managementMyDocSafe screenshot: Document managementMyDocSafe screenshot: Electronic formsMyDocSafe screenshot: Sending electronic formsMyDocSafe screenshot: electronic signatureMyDocSafe screenshot: Adjustable templatesMyDocSafe screenshot: Workflow automationMyDocSafe screenshot: Workflow automationMyDocSafe screenshot: Creating a workflowMyDocSafe screenshot: Adding and editing stepsMyDocSafe screenshot: Monitoring progress of workflowsMyDocSafe screenshot: Sending a workflow to a prospectMyDocSafe overviewWorkflow using a form, a contract and GoCardless paymentCreating a document template and sending it for signing

MyDocSafe user reviews

Value for money
Features
Ease of use
Customer support
  4.0
  3.4
  3.2
  2.8
Dorota Zimnoch

MyDocSafe truly saves time and money

Reviewed 2017-01-18
Review Source: Capterra

I have been using MyDocSafe to manage documents and exchange files with my business partners securely and with confidence my privacy is protected. This tool came very handy, it is intuitive and easy to use. Saves me a lot of time and streamlines communication with vendors.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Minimize review

Andrew Daglish

A great product for the price, but...

Used daily for less than 6 months
Reviewed 2020-09-12
Review Source: Capterra

Pros
A great product for the price. Creating signature and other fields is a doddle. There are no document size limitations.

Cons
It strips out all changes made with Apple's Preview. In one case a client signed a blank document. There are a number of shortcomings. For example, there is no support (so the company will only find out about these shortcomings through this review, if they read it), it doesn't support changes made through Apple's Preview (How many influential users use a Mac? All of them?) and arranging documents into folders is clunky at best.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Anonymous

Unfortunate Turn

Used weekly for 1-2 years
Reviewed 2020-03-12
Review Source: Capterra

Sadly customer service no longer cares for current customers.

Pros
When we first purchased the product it was working great for the price. There were other platforms that had way better functionality but restricted monthly contract sends.

Cons
I have been talking to support off and on for the past 4 months to get my account working and they said they prioritize based on severity... We could no longer create contracts which I would think should be high priority to fix.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

Minimize review

Graham Lindley

great potential

Used occasionally for 6-12 months
Reviewed 2018-02-07
Review Source: Capterra

Pros
Quite unique and has the potential to do away with multiple subscriptions as it handles so much. Great feature set and potential fantastic API.

Cons
Seems to lack basics that actually prevents us from using it. Yes it has fantastic ID verification at a go but sometimes we just might want our signees to upload a copy of their ID to us. The e-signature template page does not seem to allow document upload. Furthermore creating it into a template to be used again and again by multiple signees was not an easy process. One we did it we still couldn't work out how to include this as part of a 'flow' - then again got stuck with saving a template flow to send to multiple clients. We tried this software 6 months ago and went back to our usual (more expensive) alternative... sorry to say, we're sticking with the alternative until the basics are implemented properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Minimize review

Blessing Ekpe

Very Convenient

Reviewed 2017-02-02
Review Source: Capterra

In the event of no access to a printer or fax machine, the capability to sign and send electronic signatures is highly valuable and MyDoc provides a convenient, secure and easy to use service to get this done within minutes. Never had a problem using this tool. Highly recommended for business and personal use.

Pros
Very easy to use. Document is not distorted in any way to make before and after e-signing. Provides good link to sender and recipient.

Cons
Everything is satisfactory

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

MyDocSafe pricing

Starting from
$8/month
Pricing options
Free
Subscription
Free trial
View Pricing Plans

Unlimited e-signaturs

MyDocSafe features

API
Access Control
Collaborative Workspace
Customizable Branding
Drag & Drop Interface
Workflow Management

Activity Dashboard (216 other apps)
Activity Tracking (156 other apps)
Automatic Notifications (199 other apps)
Chat (169 other apps)
Collaboration Tools (393 other apps)
Commenting (220 other apps)
Data Import/Export (157 other apps)
Document Management (244 other apps)
Document Storage (254 other apps)
File Management (170 other apps)
Permission Management (219 other apps)
Reporting & Statistics (172 other apps)
Search Functionality (301 other apps)
Third Party Integration (269 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for MyDocSafe

Key features of MyDocSafe

  • Collaboration
  • Document delivery
  • Access controls
  • Sequential signing
  • Expiration date
  • Electronic signature
  • Audit log
  • Document overview
  • Templates
  • Authentication
  • Mobile signature
  • Multi-party signing
  • Approval process management
  • Electronic capture
  • Secure forms
  • GoCardless integration
  • Workflow orchestration engine
  • MyDocSafe.com email address
  • Document management and sharing
  • Audit trail
  • Registered delivery of documents
  • Compliance management
  • Bulk e-signing and distribution
  • White label
  • E-signature emails
  • Shared folders
  • Xero Payroll integration
  • Bespoke payroll integration
  • Encryption key management service
  • Ethereum blockchain document timestamping
  • Managed backup
  • Client portals
  • API
  • Widgets
  • Website integration
  • Customizable branding
  • Contact database
  • Drag and drop signature fields
View All Features

Benefits

MyDocSafe combines document management with native electronic signature, secure forms and a workflow orchestration engine.

Automated onboarding processes help ensure compliance, including a full historical log of activities that help companies stay audit ready.

MyDocSafe.com emails automatically archive and encrypt email attachments in a designated folder to efficiently store bills, payslips and legal documents

The solution empowers companies to deploy end-to-end workflows that involve personal or sensitive data such as during onboarding, KYC (know your customer), and hiring.

MyDocSafe enables users to on-board clients more efficiently by replacing pen and paper with legally binding e-signatures.