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What is Workplate?

Workplate is a comprehensive cloud solution designed specifically for professional services firms in India, including CA and CS practices, law firms, IT companies, agencies, and consultancies. This software offers a variety of modules that cover project management, customer relationship management (CRM), electronic signing, invoicing, and a communication platform enhanced by artificial intelligence. The project management module aids in planning engagements, managing tasks, tracking milestones, logging time, overseeing approval processes, and generating detailed work reports. The CRM aspect is responsible for managing leads, maintaining client records, tracking deal progress, assigning ownership, and setting up follow-up tasks. With its eSign functionality, users can effectively handle engagement letters, non-disclosure agreements, and statements of work, while also incorporating Aadhaar-based signing in India, providing signed PDFs, and creating detailed audit trails. The invoicing module is built to comply with GST regulations, and it supports various billing methods, including retainer and milestone billing, along with the ability to generate payment links, track receivables, and export data to accounting platforms like Tally and Zoho Books. Each module is available for separate purchase, and ongoing updates are focused on improving data integration and automating the invoicing timeline, which promises to enhance user efficiency further. By streamlining the operational functionality of professional services firms, Workplate allows these businesses to concentrate more on their essential activities and drive growth.

What is DigiSign?

DigiSign provides an innovative solution for obtaining remote, paperless, and legally recognized digital signatures, enabling users to send signature requests to designated individuals in a specified sequence. Recognized by the IT Act of 2000, electronic signatures hold the same legal weight as conventional handwritten signatures. This intuitive digital signing platform can be accessed via SaaS-based Plug-n-Play APIs or implemented on-premises, catering to various business needs. Organizations can seamlessly utilize this service for signing a wide range of documents such as trading and demat account opening forms, loan contracts, invoices, and more. By leveraging e-signatures, businesses can enhance efficiency, reduce operational expenses, and cut down on paper consumption. Additionally, a digital signature solution that is associated with a person’s identity greatly mitigates the potential for forgery, thereby safeguarding the authenticity of signed documents. In a landscape where digital transactions are on the rise, embracing such advanced technologies is crucial for optimizing business processes. The increasing reliance on digital solutions underscores the importance of integrating secure and efficient signing methods into everyday operations.

Media

Media

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

DigiDocs
DigiKYC
Visually

API Availability

API Availability

Pricing Information

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
On-Prem

Customer Service / Support

Not specified

Customer Service / Support

24 Hour Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

Digio

Date Founded

2016

Company Location

India

Company Website

www.digio.in/

Categories and Features

CRM

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

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