Superdocu Reviews

I know I am late. Just going through my previous purchases but Superdocu is by far the best deal I've ever purchased on Appsumo.

Their terms and conditions are here:
https://www.superdocu.com/terms
1. Most importantly missing from their terms is jurisdiction. They do not actually state what law the agreement falls under, e.g. France, USA, England etc. Therefore, i think they created these terms themselves and copied them, and didn’t use a solicitor or lawyer to draw them up. Many of the clauses clash with each other, and are repeated. This should be a warning as they might not be enforceable, or might be unlawful, which might put each party at unnecessary risk.
2. I cannot see any Data Processing Agreement, which is required for me to upload any client data to the system, or to allow the system to send client data via their API or webhooks. There should be a clear B2B signed DPA because SuperDocu are based in France in Europe.
3. Their terms and conditions do not mention their address, only a postcode. This is unusual.
4. Their terms refer to a privacy policy, but that is not the same as a legal B2B DPA. The privacy policy seems more aimed at casual website visitors, not paying business customers.
5. No support - They state in their terms and conditions:
“No Support or Maintenance. You agree that Superdocu will have no obligation to provide you with any support in connection with the Site.”
Appsumo apparently require SuperDocu to provide Sumos with support, but I would guess that the agreement each Sumo has with SuperDocu supercedes that, so they are not obliged to support sumos, as far as their terms state,
6. Backups and deleting data - their terms state “Superdocu is not obliged to backup any User Content that you post; also, your User Content may be deleted at any time without prior notice to you. You are solely responsible for making your own backup copies of your User Content if you desire.”
I don’t think that is GDPR compliant at all. Personal data should be protected and not deleted or changed unless the Data Subject requests it.
7. Their terms state:
“You hereby grant to Superdocu an irreversible, nonexclusive, royalty-free and fully paid, worldwide license to reproduce, distribute, publicly display and perform, prepare derivative works of, incorporate into other works, and otherwise use and exploit your User Content, and to grant sublicenses of the foregoing rights, solely for the purposes of including your User Content in the Site. You hereby irreversibly waive any claims and assertions of moral rights or attribution with respect to your User Content.”
That seems a little extreme considering that it is my intellectual property I am uploading.
8. If anyone sues them, you are liable to pay SuperDocu’s legal fees and damages!
See this term:
“You agree to indemnify and hold Superdocu and its officers, employees, and agents harmless, including costs and attorneys fees, from any claim or demand made by any third-party due to or arising out of your use of the Site, [and] your User Content &
Superdocu reserves the right to assume the exclusive defense.

I am a bit late but I felt lucky I bought this tool ontime. The workflow is quite easy and simple to collect documents from clients. UI is clean and intuitive. It just works as I expected.

I wish there would be more native integrations to other tools, especially e-mails and marketing automation tools like Mailerlite, ActiveCampaign or better, Acumbamail / Mailercloud. But for now, this works great for me.

We are a non-profit that needed a secure solution for onboarding volunteers. Superdocu has proved to be perfect. It's easy to use and set up on the admin side. It's easy to use and signup on the volunteer side.

This deal provides us with a very powerful solution for onboarding that includes:
1. Creating custom forms/workflow specifically for our needs
2. An automated system for notifying admin and clients of their onboarding status
3. A very affordable, in fact AWESOME DEAL, to keep our documents & data secure.

I have contacted support a few times and always received a quick, knowledgeable response to my questions. Very important!

If you have any kind of onboarding process for your business, Superdocu can take that process to the next level. These days volunteers, customers, everyone wants to know their data is being handled responsibly and safely. Superdocu makes this possible.

Go for it!

Some background regarding our user case - we are an FCA registered neobank and often need to request information and documents from customers. Our onboarding is done automatically through third-parties however this is limited to identity document verification and external database searches.

For everything else during the customer lifecycle, such as proof of address, source of funds, and enhanced due diligence we need to request this from customers separately where appropriate. For the most part, this has been over email, however, there is always an issue with customers answering the actual questions and sending in the correct documents.

This is where Superdocu comes in, which for me was accidentally stumbled upon while looking for anything productivity-related on Wednesday and fully integrated into our process by Friday.

We can set up multiple forms for different uses, such as one for proof of address, one to ask for documents about specific transactions. Each form has multiple screens that can be set-up including one with standard inputs (i.e text, multiple choice, radio buttons), one for information, another for uploading documents and then a checklist. We can set a clear workflow of questions for customers, walking them what information we need.

These forms can be attached to 'portals', public facing URLs so that we don't need to manually add customers to the system. For us we just include the URL in our standard email template when needing information.

When customers response, each screen is clearly separated and can be approved / rejected individually, the same for each document. When a document / response is rejected we can input in a clear reason which the customer is informed about.

The usefulness of this is to reduce continuous back and forth in emails over what we actually need, especially where it relates to documents which saves us time and the customer time (especially our support staff). Customers can also see the progress of the review and are notified when it completes.

Customers have their own profile in the system so it is really easy to find them for future reference, one of our painpoints is trying to find previous responses from customers, needing to hunt through emails to find the right documents if it needed to be reviewed in future. The responses in Superdocu are all structured and organised, we can see someone has completed a review, if that has previously been accepted and assign new forms to a customer directly if needed. It is all together and fairly easy to download (exporting a customer in full would be awesome, as would encrypting it with a PGP key).

We currently use make.com for our automations, and it was pretty simple to set up a webhook to get this integration working, even without native support. Make.com seems to be much cheaper than Zapier and I find it easy to work with. When a customer responds we have this create a ticket in our JIRA service management so our team can work through easily.