OkaySend Reviews

4.9

4.91 stars
4.91 stars
11

Taco ratings

10
1
0
0
0
AskSumo

'Customers are all about OkaySend, praising its intuitive platform, responsive customer service, and secure document collection process. There are a few hiccups like missing core functionalities and limited customization options, just small bumps on the road. Weighing the raves against the occasional grumbles, OkaySend is hitting the mark and is a solid buy for those in need of a fast, easy, and secure way to collect documents from clients. With an overall rating of 4.9 and a 60-day money-back guarantee, it's definitely worth giving it a try.'

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Verified purchaser

Member since: Apr 2021Deals bought: 84
5 stars
5 stars
Posted: Aug 14, 2024

Okay, I'm in love.

I finally got around to trying OkaySend, and I'm so glad I bought the full deal.

I need to collect intake forms from clients, and the built-in reminders are fantastic. The interface is clean and very easy to use. I had been dreading transferring an 11-page doc into OkaySend, and I completed the project in less than one afternoon. And I actually enjoyed doing it!

The support has been quick and friendly. If this comes back to AppSumo, snap it up. Ten tacos!

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Verified purchaser

Member since: Jan 2024Deals bought: 281
5 stars
5 stars
Posted: Aug 4, 2024

Very useful tool

This is a perfect solution for obtain information, and documents from clients. I like how customizable it is. It works perfectly. I purchased the higher plan for the branding. This is a tool that I will be using daily. This deserves a solid 5 tacos.

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Verified purchaser

Member since: May 2024Deals bought: 4
5 stars
5 stars
Posted: Jul 3, 2024

Amazing Product

As an estate planning attorney, I have been looking for a simple and straightforward way to intake clients that doesn't involve PDFs and scanning documents. OkaySend is exactly what I needed. I would fully recommend the product to anyone in a similar professional situation. Additionally, speaking with Haseeb has always been a pleasure. He and his team are extremely helpful. There are a number of additional features on the roadmap that will make the product even better. Great job!

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Verified purchaser

Member since: Dec 2020Deals bought: 357
5 stars
5 stars
Posted: Jun 23, 2024

Powerful tool for Agencies and Solopreneurs

What an interesting concept for an agency, or for anyone working on projects where other people have to provide information or documents in order to move forward. OkaySend is valid for both internal and external operations; with colleagues, suppliers or customers.

As a user experience it is super intuitive, you quickly understand how it works and where everything is.

Being able to request information from customers without having to create an extranet is fantastic. On top of that, it's responsive, which means that they can send me the information from any mobile phone at any time.

With Tier 3, I can create a white label form request for all my projects. Plus, it's 99% available to my clients in Spanish.

What would I like to see in OkaySend?

- Different CNAMEs per request.
- A higher tier that allows me to send more active requests. May be a tier 4 with 100 request and tier 5 with 200...
- To be able to customize the styles for each request: logo, background, colours... Things like that.
- Videos with tutorials, step-by-step guides, usage examples, ideas or tricks.

Happy to have OkaySend in my software set.

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Verified purchaser

Member since: May 2017Deals bought: 67
4 stars
4 stars
Posted: Jun 23, 2024

Amazing concept. Solid tool so far. Highly recommend.

We like this tool a lot so far. As an agency, we've been looking for something like this for some time now. OkSend so far, has many of the features and functionalities we've been looking for. Still missing some core functionalities (ex: saving, user permissions, came, better security for links) But overall, very happy with our purchase of this tool enough to purchase the biggest plan. Looking forward to the growth of this product.

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