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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 Digital Signer?

Digital Signer is an advanced digital signing application designed for secure electronic signatures on PDF files using DSC (pfx), pkcs12 (certificate store), and pfx formats. It offers a user-friendly interface packed with features that facilitate efficient eSigning while safeguarding your documents against fraud, unauthorized editing, and tampering. With its robust security measures, the software ensures that your files remain permanently protected from alterations. Additionally, Digital Signer enables users to efficiently sign numerous PDF documents in batch mode, making it an excellent choice for organizations needing to handle large volumes of corporate paperwork without the hassle of signing each document one by one. This capability not only saves time but also streamlines the signing process, enhancing productivity for businesses.

Media

Media

Integrations Supported

ChatGPT
Claude
Model Context Protocol (MCP)
Zoho Books

Integrations Supported

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

$49
1 PC, 1 Year
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Workplate

Date Founded

2020

Company Location

India

Company Website

workplate.io

Company Facts

Organization Name

PULKITSOFT LLP

Date Founded

2021

Company Location

India

Company Website

digitalsigner.pulkitsoft.com

Categories and Features

CRM

Not specified

Categories and Features

Digital Signature

Audit Trail
Authentication
Customizable Templates
Document Analytics
Progress Tracking
Task Progress Tracking

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