Name: Great Love it !
Item: OkaySend
Rating: 5
Author: yannick.

Group

Sales & Leads

Sub category

Client Management

Product tag

Business productivity

Deal type

Software

Best for

Online coaches

Web design agencies

Professional Services

Alternative to

Dropbox

Google Drive

Integrations

Make

OneDrive

Zapier

Operating system

Browser-based

Features

White label

All future Basic (Tiers 1-3), Professional (Tier 4), or Business (Tier 5) Plan updates

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

You must redeem your code(s) within 60 days of purchase

Previous AppSumo customers who purchased OkaySend can buy more codes to increase their feature limits

Previous AppSumo customers will be grandfathered into any new features and feature limits

Help & FAQs

OkaySend's Youtube

Simplify Client Document Collection — OkaySend is Back!

Updated Roadmap

A message from the folks at OkaySend

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?<ol><li>Create an upload request in seconds.</li><li>Share the secure link with your clients.</li><li>Send automatic reminders.</li><li>Approve responses or ask to redo.</li><li>Download or export in one neat package.</li><li>Comment or answer questions.</li><li>Integrate with 5000+ apps using Zapier and more.</li><li>Personalize the look and feel of your client portals to reflect your brand.</li><li>Invite team members.</li><li>Collect via secure client portals that auto-save without login.</li></ol>

Drag and drop with ease: Creating requests is simple, fast, and easy.

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.

Share the link with your clients: Secure and simple client portals for collecting documents.

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!

Document collection on autopilot: Automatic reminders ensure you get your documents on time.

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.

Item-level rejection: Approve documents as they arrive—ask to redo and reject the ones that require changes.

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!

Integrations: Connect with your daily third-party apps, tools, and cloud storage systems to automate repetitive tasks.

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