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Daniel Stachowiak
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My first product was client portals which helps professional services firms such as accountants, financial planners, tax advisers and lawyers protect their client data, transact securely, run deals, open data rooms, sign contracts and upsell services.
MyDocSafe Salesflows is a new product that now helps sell professional services to prospects. With this new feature it is possible to email a...
MyDocSafe SalesFlows
Send proposals to prospects, keep your prices in one place.
Assemble quotes and proposals easily and send them to prospects via email. Include videos, prices, Stripe payments, contracts and forms. Once a prospect confirms the quote, open a secure client portal form them through which you can conduct business.
MyDocSafe SalesFlows
Send proposals to prospects, keep your prices in one place.