Superdocu Questions

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Q: How is the road map and updates?

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HanumanPLUSJul 30, 2025
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Q: Is this coming back?

dp96Feb 29, 2024
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

Jan 14, 2025

A: Hi there. Not planned!

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Q: I wish you guys are back for this black friday :(

JomelloPLUSNov 21, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hey Jomello!

That's pleasant to hear, but we're indeed not back, unfortunately. We focus on improving the platform as of now, and might come back some day!

In the meantime, we wish you a happy shopping!

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Q: Hello, I would like to clarify whether this is suitable for my current setup.

1. Customers fill up the form and download into pdf for physical signing.
2. Customer require to sign and attach back the signed form to the portal.
3. The document is only consider complete after customer attached the signed form.

wanwooAug 29, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hey there - Looks like my answer hasn't been posted.

In short: there is no straightforward way to do it, but you can plug an external tool like crove.app to Superdocu with our Zapier integration to achieve what you want.

Best,

Marwann

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Q: Hello, I have purchased Tier 2 but have had no time to activate yet.

However, I still do have some questions, i.e:

1) Can I create documents (for instance contacts and or engagement letters) and sent them to each client via SuperDocu? I do not want to upload documents prepared somewhere else. To give you an idea, can we achieve something similar to what Clio Grow offers?

2) We cannot see your public roadmap, is there any? How solid is your team and are you working on new features?

3) When logics will be introduced in forms?

4)There is another deal here called parallel, which looks very similar to SuperDocu. What's your opinion on this?

Thanks

dp96Jul 28, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi dp96!

Thanks for your questions, that I will try to answer below.

1) Can I create documents (for instance contacts and or engagement letters) and sent them to each client via SuperDocu? I do not want to upload documents prepared somewhere else. To give you an idea, can we achieve something similar to what Clio Grow offers?

👉 As of now, this is not possible. And I am not sure it is a direction we will take. However, it will soon be possible with our API updates, using third-part software like Crove for the creation of the document. Here is what the process would look like:

1 - Create a document template in a tool like Crove
2 - Send a form through Superdocu to ask for information (eg. first name)
3 - Map fields (eg. first name) into the third-party software to generate a personalized document
4 - Send the document back to Superdocu.

As of now, you can also create a document template that will need to be filled by your client and sent back to Superdocu.

2) We cannot see your public roadmap, is there any? How solid is your team and are you working on new features?

👉 Our public roadmap is available here: https://trello.com/b/w28yL0FK/superdocu-public-roadmap
👉 To answer your question about the team, we are a team of two, our CTO and I. We both worked at and cofounded several startups. We have been working on Superdocu part-time since Oct. 2020 and started full-time at the end of 2021. My cofounder and CTO has previously founded a successful startup and also worked at French government agencies. For now, we are self-funded, and do not pay ourselves to reinvest our cash flow into the company. We're here for the long game!

3) When logics will be introduced in forms?

👉 I cannot share a timeline yet, but this will not be before this fall. On a side note, you can already achieve a conditional logic using different workflows and link them using our Zapier integration.

4)There is another deal here called parallel, which looks very similar to SuperDocu. What's your opinion on this?

👉 Given your need for document creation inside the tool, I would suggest you try Parallel as it also seems very adapted to your needs! The tool their team has developed looks very powerful as well :)

Best,

Marwann

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Q: Asking here because I haven't had a response from Superdocu support.

I'm supposed to be on the Appsumo Tier 2 plan but when I clicked signup to Superdocu I get asked to sign up to either the basic 79EUR or Pro 199EUR plan. Pretty sure that's not supposed to happen with an Appsumo deal.

I think this may have happened because I clicked the Activate button, entered the email address above, got interrupted and didn't click the Signup button until about 10 hours later.
Is it possible to reverse the activation so I can try again?

Or can Superdocu set my membership to Tier 2 in the deal as it should be?

julianmcnallyPLUSJul 22, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Julian,

Thanks for following-up here! As we are on holidays until August 10th, our response times have been slower than usual. So sorry about that.

I have checked your account and made sure it was reconciled with your license. You can go ahead with your registration now :)

Best,

Marwann

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Q: I have tried sending my portal link out for some potential clients and after the initial page, it ...

automatically re-routes to a "Magic Link" page that continues to place you back onto the magic link page without actually moving you forward with the workflow.

Haven't ran into this issue before until today.

Any workaround on this?

vicinsuresJun 20, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hello there,

So sorry, I somehow missed that message!

Please reach out to us on support@superdocu.com or using the chat on the bottom right of our website and share the portal URL with us, so that we can investigate further together!

Thank you and apologies for the trouble,

Marwann

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Q: Can we create contacts via API?

Any plans for adding SSO so we could use with clients that already have portals we provide for other aspects (like operations management connected to third party systems)?

Not sure if I'll get an answer before the deal expires, fingers crossed :p

david9595PLUSJun 20, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi David,

Yes ,you can create contacts via API.

For SSO, this is not planned for the moment, and not a top priority to be frank.

Best,

Marwann

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Q: Hello!

I am about to develop something tailored to meet a need of my client.

The client is an accounting firm, it has commercials that sell its services.

The process is the following:

1. The prospect fills out the form and sends the documentation (today a drive file)

2. The commercial receives payment, when the commercial receives the payment, he authorizes the service to be processed, this is done with google sheet today.

3. My accountant client receives calls and emails asking about the status of his process every day.

4. When the creation of the company is finished, the accountant must send the documents to the client.

Then the client must download and save his documents, but when he needs them, obviously he cannot find them and asks the accountant again.

Is it possible to have it all available in the tool itself? how do you see this process? can i do it all in superdocu?

Thank you very much!

PS: do you have an affiliate plan to offer your product?

claudio78Jun 17, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Claudio,

We can only help with step 1 as of now. You could use Zapier to connect Superdocu with the next steps, but that would make the process a bit cumbersome for both you and your clients. I'm not sure we're the most adapted tool unfortunately!

Best

Marwann

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Q: I have the tier 2 plan for the whitelabel feature and want to know at this stage where the superdocu branding or email exists?

I see the cookies notification and privacy policy still showing.

RudramJun 17, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi there,

Yes, and we have no plan to remove those as they keep us compliant with GDPR. This is a legal obligation on our side and we unfortunately cannot do anything about it.

Sorry!

Best,

Marwann

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Q: I purchased your Tier 2 offer.

A big reason why: That you answered very single question here tells me your support is great!

I am an Associate Owner of a real estate Brokerage and see you work with other real estate Brokerages or agents. Can you describe their use case? Or where can I go to learn how other Realtors take full advantage of Superdocu?

Thank you.

jdodsonPLUSJun 17, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Jdodson,

It's our duty to answer everyone, although we feel like we're sometimes not responsive enough. Our customers' success is our success (...thank you, captain obvious!)

Anyway, to answer your questions, here are the use cases we get most, for brokerage and real estate agencies:

1 - Real Estate / Mortgage Brokers

When they have a new client, mortgage brokers need to collect many legal documents to create a loan application, such as proof of address, last payslips, ID card, bank statements, etc.

They were mostly doing this by email before using Superdocu, and it was a bit painful for them as there were errors, expired documents or missing files.

2 - Realtors

They use the portal to collect information about their real estate seller leads/customers: either legal information or information about the house/apartments that are for sale. Really depends on the use cases. Also, if they rent goods, they collect insurance documents once a year from the tenants.

Hope this is not too vague and helps you a bit in your understanding!

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Q: If I need clients to upload new files on a recurring basis, is this something your platform could handle elegantly?

E.g. Once per month, require several clients to upload new materials needed for ongoing work. Say for example, 5 fresh images. The next month, another 5 fresh images. Ideally without deleting the images from the previous month.

Could this be done automatically? If not, could this be done manually quickly and easily in bulk?

sumolinggJun 15, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hello,

You can create repeatable workflows that people can fill as many times as they want.

Manually, you can reinvite people to the same workflow each month, or you can send them a reminder automatically each month (using your ESP) to prompt them to sign in to their Superdocu space and send the new documents by clicking on the button you will have set for repeatable workflows!

Best,

Marwann

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Q: Hello!

Would it be possible to do any of these?

1. Contacting some potential clients and give them with a superdocu link to provide the required information/documents to start. Ideally, the invitation link would be static, like a wildcard so any new clients could use the same link.

2. Otherwise, if not possible to use a static invite link. Can we pre-generate unique invite links for specific people without sending them a superdocu invitation email?

E.g. We want to provide an easy onboarding process to a potential client on first contact. We pre-generate the user in superdocu (without sending them a superdocu email) then send them a custom email and provide the superdocu link to them that they can use if they wish to proceed.

3. Also, In some cases, it might not be possible to know the client's email in advance. E.g. social media messages, so could be nice if they could add their user email during the workflow. Is that possible, or does the email need to be known in advance?

Thanks!

sumolinggJun 16, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hey sumolingg!

Answers below :)

1. Contacting some potential clients and give them with a superdocu link to provide the required information/documents to start. Ideally, the invitation link would be static, like a wildcard so any new clients could use the same link.

👉 Yes, you can create "portals" which would be the equivalent of static links. They'll just have to enter their email, first name and last name to start the workflow. No need to invite them prior or to create their contact.

2. Otherwise, if not possible to use a static invite link. Can we pre-generate unique invite links for specific people without sending them a superdocu invitation email?

👉 If you invite someone, they receive the email, unfortunately.

3. Also, In some cases, it might not be possible to know the client's email in advance. E.g. social media messages, so could be nice if they could add their user email during the workflow. Is that possible, or does the email need to be known in advance?

👉 If you use a portal, they will be the ones filling their email!

Best, Marwann

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Q: Please Help‼️‼️ I'm trying to purchase SuperDocu before it expires in 27 hours and I'm getting an error that ...

states "Super Docu" is unavailable for purchase. I'm interested in another copy of Tier 2.

R.Jun 16, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hey there,

Sorry about that, but I unfortunately cannot help. I think you should contact support@appsumo.com to get this resolved.

Best,

Marwann

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Q: I purchased and am beginning to implement Waybook for our onboarding.

Can the owners of or any AppSumo users rate this app with Waybook in functionality? Thank you.

jdodsonPLUSJun 15, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Jdodson,

I think we still have work on webhooks before it's perfect, but right now it allows you to get some data from Superdocu. Events are available here: https://developers.superdocu.com/webhooks

We will upgrade that once we work on our API V2 in the next few weeks.

best,

Marwann

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Q: Will the storage be freed up should we remove existing files?

zhaohanJun 16, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Zhaohan,

Yes, that's a way to free up space!

Best,

Marwann

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Q: Is it possible to translate it to portuguese?

Emerson_AlmeidaApr 27, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Emerson,

It's not possible yet, but we will soon make it easily translatable. Another sumo-ling and fellow Portuguese speaker kindly proposed to help us :)

I will keep you posted on this!

Best,

Marwann

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Q: I am a web developer and I need this collecting resumes for their business, it is useful for HR hiring business?

I can use this form integrations for unlimited domains? and assign their user names and passwords for their use?

jetsearch.inJun 15, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Jetsearch,

Now we have public portals, hiring is one of the use cases we have, as people can send their applications directly.

To answer your other questions:
- No, you can use only one domain
- If you mean using an "agency mode" or creating subaccount, no, this is not possible either.

Best,

Marwann

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Q: 1.

Can I whitelable and swap out the SuperDocu brand with my own?
2. Can I mask the URL to match my own domain name?
3. Is there an eSignature option for files instead of download, sign, and upload again?
4. Do the forms have conditional logic?
5. Does this integrate using Zapier? Pabbly Connect?

andreahardawayPLUSJun 13, 2022
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Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hi Andre,

1. Can I whitelable and swap out the SuperDocu brand with my own?

👉 Yes, on tier-2. Just our privacy policy and terms links will appear in the public portal, for legal reasons.

2. Can I mask the URL to match my own domain name?

👉 Yes, you can add a custom domain (available on all tiers)
https://help.superdocu.com/how-to-use-a-custom-domain-with-superdocu

3. Is there an eSignature option for files instead of download, sign, and upload again?

👉 No, unfortunately. We're working on a DocuSign integration at first. We will see for other services later on. Zapier can do here.

4. Do the forms have conditional logic?

👉 Not yet, but you can implement the logic yourself using our Zapier integration (eg. if someone answers X in workflow A, then invite to workflow B)

5. Does this integrate using Zapier? Pabbly Connect?

👉 It does integrate with Zapier, but not Pabbly. A Pabbly integration is not planned yet.

Hope that helps!

Marwann

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Q: Would it be possible to connect an external storage (WebDav, GDrive, Dropbox, OneDrive, pCloud, etc.)

per portal, and have the files saved there?
Are .zip files supported?
...and what updates are coming soon? 🤭

Kukuri-HimePLUSJun 12, 2022
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Founder Team
Marwann_Superdocu

Marwann_Superdocu

May 14, 2024

A: Hello Kukuri-Hime!

1/ We'll be working on a pipeline mode / drive sync as soon as we have time. I just have no timeline to share yet.
2/ Zip files aren't supported for now, because it worsens the experience for admins and end users, but we might reconsider that in the future.
3/ We're currently doing some groundwork + adding bugfixes to improve the overall experience, but here is what should come soon: improved role management, embedding content in "screen" steps, usage stats in dashboard, validation dashboard revamp, blocking/required steps (where you move users to next stage manually when you are ready), mapping form answers with tags, translations for client portal, and finally, being able to embed a portal in your website!

Best,

Marwann

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