Superdocu

Superdocu is a platform that can collect, validate, and keep your third-party data current within a secure and customized portal.

Superdocu lets you build accessible onboarding and validation workflows for your clients, employees, and suppliers.

Just invite the contacts you want onboarded to the platform, and they can follow a step-by-step process to start working with your business.

They can view welcome messages, fill out forms, and upload necessary documents within minutes.

Best of all, you can invite up to 100 people in a few seconds, then customize the list of documents needed for each type of respondent.

Change your workflow settings and add reminders to onboard people in an easy and organized way.

The platform provides a secure portal where contacts can easily upload their files through their computer or mobile device.

Customize the space by adding your logo, profile pic, contact details, and brand colors to provide your clients with a familiar brand experience.

The portals can also use your custom domain or subdomain (e.g., "onboarding.yourwebsite.com/"), so it looks like an extension of your company website.

You can even offer a branded experience inside your contacts' inboxes by sending emails with your brand colors, contact details, and logo.

Build branded client portals to quickly onboard clients and get their essential information.

If you’re tired of organizing files across multiple hard drives, you can use Superdocu to gather and manage documents from all your contacts, clients, and employees.

Build document templates and collect any document type, so you don’t have to waste time browsing email threads and file folders to find what you need.

Upon receiving the documents, you can validate or reject them in a single click, then ask clients to re-upload rejected files automatically!

You don’t have to open and save each attachment anymore, either. Superdocu lets you export all of your client documents with the click of a button.

Head to the validation dashboard to accept or reject documents and information.

What if your client forgets to send an important document or uploads an expired ID? Well, Superdocu can send email notifications to alert clients to the issue so you don’t have to.

The tool also allows you to send automated reminders to re-upload missing or rejected documents.

Even when clients send the wrong files, you can quickly get them up to speed by choosing the frequency of follow-ups you’ll send and customizing your content.

Best of all, you can automate your invitations with Superdocu's Zapier integration. If you closed a deal in your favorite CRM, you can automatically invite your client to fill their info in Superdocu.

Create new forms and follow-ups at the templates dashboard.

Onboarding a new client shouldn’t feel like playing 20 questions on a first date. (“Are you a marketer? Do you like new customers? Are you available Tuesdays at 3 p.m.?”)

With Superdocu, you can quickly onboard new clients, gather all necessary documents, send automated follow-ups, and make sure it all gets done right.

Make onboarding a breeze.

Get lifetime access to Superdocu today!