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 prospect a quote or a proposal, sign a contract and ask for a payment via Stripe. Once the client is approved, it is then possible to invite them to a secure portal through which further onboarding can take place as well as the entire "deal". I am now exploring ways to create publicly available templates of SalesFlows for various professional services industries.

Super excited for this launch! MyDocSafe SalesFlows