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features
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support

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Description

Enhance your signing experience with a solution that prioritizes privacy. Securely sign or certify your documents while ensuring confidentiality is maintained. With end-to-end encryption and local processing, you can retain complete control over your data. Embrace the future of your business through the next generation of electronic signing. Unlike traditional eSigning services that have access to your sensitive files, our solution keeps your information secure. Instead of wasting time on manual tasks like printing, scanning, and mailing, streamline your processes digitally in just a few clicks. Transitioning to eSigning should be seamless, featuring developer-friendly APIs and an intuitive WebApp. Your team and clients can sign documents legally and conveniently from any location and at any time. A compliant eSigning solution should include regulated signatures and robust identity verification procedures. Our offering is unique in that it is designed with privacy at its core, ensuring that all data is processed locally on your device by default. By choosing this solution, you are not only modernizing your workflow but also safeguarding your sensitive information effectively.

Description

Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Microsoft 365 Yes 
Model Context Protocol (MCP) No 
Zoho Books No 
eMonitor Yes 

Integrations

ChatGPT Yes 
Claude Yes 
Microsoft 365 No 
Model Context Protocol (MCP) Yes 
Zoho Books Yes 
eMonitor No 

Pricing Details

$190 per year
Free Trial Yes 
Free Version No 

Pricing Details

₹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.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Certifaction

Country

Switzerland

Website

certifaction.io

Vendor Details

Company Name

Workplate

Founded

2020

Country

India

Website

workplate.io

Product Features

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

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