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What is Perftech.DocSay?

Perftech.DocSay is a versatile document management solution designed for efficient handling of information in contemporary settings. This solution offers extensive customization options, enabling it to align seamlessly with your organizational workflows and requirements. With Perftech.DocSay, you can oversee a variety of documentation needs such as managing ISO-related documents, invoices, project management files, and quality assurance records. Additionally, it provides a secure space for storing original documents like contracts and quotations. The system facilitates the processing of incoming mail along with all necessary associated procedures, ensures accurate validation and capture of invoices, and allows for the electronic archiving of ERP documents. It also supports the management of project documentation and quality systems, including ISO standards. Moreover, the automation of document workflows enhances operational efficiency, while the system's open architecture allows for easy integration with ERP solutions. This flexibility further enhances its utility across diverse business environments.

What is MyDocSafe?

MyDocSafe is your vital ally in the journey of digital transformation, helping to automate processes related to client engagement such as pitching, onboarding, and the secure sharing of documents. This all-encompassing platform for document security and electronic signatures enables you to verify and oversee all your documents online, while also simplifying compliance, onboarding, and contract renewal processes. Discover a variety of features tailored to boost your productivity, ultimately saving you both time and effort. With a wealth of integrations available, you can significantly enhance your operational efficiency. Furthermore, by increasing client interaction, you can potentially elevate your revenue. Streamline your proposals with customizable workflows and a completely paperless quoting system for a more structured approach. Speed up deal closures and eliminate administrative delays by utilizing efficient workflows that connect various departments. Cut down on the time dedicated to low-value, non-billable tasks during client onboarding by leveraging automatic document distribution, timely reminders, and notifications, which facilitate a smoother experience for new clients. In essence, MyDocSafe serves as a comprehensive solution for seamlessly navigating the complexities associated with client interactions and documentation, making your work life easier and more effective. Through this platform, you can not only streamline operations but also foster deeper client relationships that are crucial for long-term success.

Media

Media

Integrations Supported

Integrations Supported

Dropbox
Microsoft Outlook
Xero
viaSocket

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$8 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Perftech d.o.o.

Date Founded

1989

Company Location

Slovenia

Company Website

www.perftech.si/

Company Facts

Organization Name

DocSafe

Date Founded

2013

Company Location

United Kingdom

Company Website

mydocsafe.com

Categories and Features

Document Management

Not specified

Document Workflow

Not specified

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Workflow

Not specified

Onboarding

Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Self Service Portal
Training Management

Portal

Chat
Content Management
Document Management
File Sharing
Search

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