OkaySend
The fast, easy, and secure way to collect documents from clients
Problem: Chasing clients for missing documents
Gathering client information may seem simple, but it often becomes time-consuming. Chasing down clients and collecting documents you need is like pulling teeth.
Solution: Automated document collection
OkaySend simplifies the process of collecting documents and files from clients with itemized checklists and automatic follow-ups.
No need to make client portal accounts or new Dropbox folders every time you need some information from a client.
Automate your document collection to speed up your workflows and eliminate the back-and-forth emails.
Collecting documents made easy. Automate away with OkaySend! 👌
TL;DR
At-a-glance
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Integrations
Features
Overview
Set up client portals in no time.
Drag, drop, and edit with our no-code editor.
Collect any type of data from simple text to large files.
Easily request just about anything, in minutes.
Features: How does it work?
- Create an upload request in seconds.
- Share the secure link with your clients.
- Send automatic reminders.
- Approve responses or ask to redo.
- Download or export in one neat package.
- Comment or answer questions.
- Integrate with 5000+ apps using Zapier and more.
- Personalize the look and feel of your client portals to reflect your brand.
- Invite team members.
- Collect via secure client portals that auto-save without login.
Offer a seamless experience to your clients with private forms that don't require login. OkaySend sends clients unguessable links for immediate access.
Your clients don't have to complete forms in one go either. Responses are saved automatically, allowing them to pick up where they left off when they return.
Personalize your client portals to reflect your branding. Moreover, client portals are responsive and look perfect on any device allowing clients to fill out forms and upload documents from their phones.
Keep your requests top-of-mind with automatic reminders.
We'll chase your clients for you.
Craft the perfect personalized reminders with proven templates. Use a request's data to personalize emails with your client's name, a checklist outline, the request's title, due date, and more.
Set appropriate schedules for us to follow and then sit back as we continue to remind your clients to upload any remaining documents.
Never chase your clients for documents again!
Quickly approve or reject items within the larger document to notify clients when they've provided incorrect information.
Easily provide feedback as if you were looking over your client’s shoulder.
Approve, or reject incorrect documents and ask for redos and modifications when unsatisfied.
Comment, leave notes, or provide clarifications on forms without ever losing context.
Get almost endless integrations.
OkaySend seamlessly integrates with your existing workflows whether it's connecting with CRM softwares, file storage solutions, or other tools you use.
Our platform ensures a smooth integration process, enhancing collaboration and data sharing across your entire workflow.
Get access to OkaySend today!
Plans & features
Deal terms & conditions
- Lifetime access to OkaySend
- You must redeem your code(s) within 60 days of purchase
- All future Basic Plan updates
- Stack up to 3 codes
60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!
Features included in all plans
- Create unlimited client portals
- Send unlimited reminders
- Add unlimited upload areas, questions, and fields
- No login required from clients
- Pre-made templates
- Data encryption at rest (AES-256) and in transit (HTTPS/TLS)
- Response approval system
- Zapier integration
- Email support