Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Professionals who want to save time. Sign yourself or get documents signed Free, secure, legally binding, and easy Our tutorial videos will show you how to esign in no time. Discover the digital signature solution trusted by over 300,000 users around the world. In three easy steps, upload, sign, then send your document. This is how you sign a contract online. SignRequest for Google integration allows you to sign Google Docs easily and digitally sign via Gmail. All your documents can be safely stored in one place. Notifications and reminders can help you track what needs to be done. You can also determine the order of signing and the authorization method. This will add an extra layer to security. You can give your e-signing process a professional look with your branding. Signers will be able to recognize you. This is how you can send the same contract to many signers and have each one sign their own copy.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AFAS Software Yes 
AccessOwl Yes 
CloudConvert Yes 
Cognito Forms Yes 
Easyflow Yes 
Gmail Yes 
Google Docs Yes 
Google Drive Yes 
Integrately Yes 
Model Context Protocol (MCP) No 
Quickwork Yes 
Recruitee Yes 
Salesforce Yes 
ScoreDetect Yes 
Slack Yes 
Stackreaction Yes 
SwarmHR Yes 
Vincere Yes 
Zoho Books No 
intelliHR Yes 

Integrations

AFAS Software No 
AccessOwl No 
CloudConvert No 
Cognito Forms No 
Easyflow No 
Gmail No 
Google Docs No 
Google Drive No 
Integrately No 
Model Context Protocol (MCP) Yes 
Quickwork No 
Recruitee No 
Salesforce No 
ScoreDetect No 
Slack No 
Stackreaction No 
SwarmHR No 
Vincere No 
Zoho Books Yes 
intelliHR No 

Pricing Details

$7.00 per user per month
Free Trial Yes 
Free Version Yes 

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 No 
Mac No 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

SignRequest

Founded

2014

Country

Netherlands

Website

signrequest.com/en/comparison/our-e-signature-tool-compared-to-our-competitors

Vendor Details

Company Name

Workplate

Founded

2020

Country

India

Website

workplate.io

Product Features

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

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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