DocPortal for Salesforce
By MyWealthCloudDocument Generation
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From £5 per business user per month
- Listed since
- 2021
About DocPortal for Salesforce
Simple | Secure | Legacy
We believe experience is everything.
Which is why we simplify all touchpoints in the client workflow with our document management platform. We securely share and store all essential documentation throughout the client lifecycle.
Increasing engagement and trust.
A single channel that helps to retain and acquire clients, by securing their digital legacy.
Highlights
- A digital tool, specifically built to improve client experience, client retention and assist with client acquisition.
- Securely share sensitive documents directly to your clients in an encrypted environment. Your clients have the ability to share documents back, that you have requested. Full audit trails of all transactions are available for compliance.
- Each client has their very own unlimited private cloud storage area, within the mobile app/desktop, to safely store their personal documents and memorabilia alongside all the information you share with them, enabling them to build their digital legacy.
Screenshots
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Pricing
Paid, from £5 per business user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | £5 per business user | Monthly |
Although this is free to install you will require a DocPortal account which will require subscription.
The publisher offers discounts.
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 7, 2021
- Languages
- English
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