TRUSTDOCS BY DROPLETS
Secure Documents. Simpler Compliance
TrustDocs combines secure file sharing, eSignature, document management, and Written Information Security Program (WISP) management in a single workspace designed for businesses that handle sensitive customer data.
Plans start at $29/month.
Compliance doesn't have to be complicated
Most small and mid-sized businesses don't have dedicated compliance teams. Yet they're expected to manage customer data securely, maintain policies, train employees, and keep up with changing requirements. With built-in encryption and an AI-powered engagement engine, TrustDocs gives you a practical system for protecting customer information and managing compliance without spreadsheets, scattered documents, or disconnected tools. The platform helps businesses manage compliance documentation (like WISPs), securely share sensitive documents, collect eSignatures, and maintain a clear record of compliance activities.
HOW IT WORKS
Everything you need in one secure workspace
TrustDocs is your go-to tool to sign, send, and summarize document activity in real time. Centralize files and log activity by contact in one intuitive dashboard.
eSign documents
Send documents securely
Send and receive documents with TrustDocs links. Links are end-to-end encrypted, so your data is protected from the moment it leaves your hands.
WISP Management
Generate an agency- or business-specific Written Information Security Program (WISP) based on your operations, vendors, systems, workforce, and customer data practices. Keep policies organized and accessible as your compliance needs evolve.
Automated next steps
AI-powered insights enables you to track opens, views, engagement, and document activity in real time. DeepIQ AI helps you understand recipient engagement and provides insight into what happens throughout the document lifecycle.
Industry-leading security that supports your business
TrustDocs was created as part of the Droplets ecosystem to help organizations protect customer information while making compliance more manageable. It’s especially valuable for independent insurance agencies, auto dealerships, and other businesses responsible for safeguarding customer data. All Droplets products have industry-grade security automatically built into their platforms.
Access controls, limits, and expirations on every link
End-to-end encrypted sending and receiving for sensitive files
Custom legal terms and link expiration up to 1 year
FAQs
What is included with TrustDocs?
TrustDocs combines secure document sharing, eSignature, document management, engagement tracking, and WISP management in one centralized workspace.
How much does TrustDocs cost?
TrustDocs is $29 per month, or $239 per year when billed annually. See our pricing page for details.
Begin your WISP creation in TrustDocs for a one-time $1,000 add-on fee.
What analytics does TrustDocs provide?
TrustDocs shows who opened your document, how long they spent on each page, heatmaps with drop-offs, and engagement by contact. AI-powered summaries suggest what to do next.
What file types can I send?
TrustDocs supports PDF and Office documents, along with other file types such as images, videos, and ZIP files.
Can I set an expiration date or limit access to shared files?
Yes. You can set link expiration dates, add custom legal terms, and control who has access to each file.
Is TrustDocs only for insurance agencies?
No, TrustDocs is designed for any business that needs to protect customer information and securely manage sensitive documents, although Droplets is built primarily around the needs of independent insurance agencies and also serves auto dealerships and other regulated organizations.