Name: Best deal
Item: Superdocu
Rating: 5
Author: R.

Group

Software

Documents

Sub category

Legal

Product type

Document validation, rejection, and expiration handling

If multiple plans are offered in the future, AppSumo customers will receive the highest tiered plan

No codes, no stacking—just choose the plan that’s right for you

You must activate your license within 60 days of purchase

Ability to upgrade or downgrade between 2 license tiers

Only for new Superdocu users who do not have existing accounts

April 13, 2022

Co-founder

April 15, 2022

<h4 class=""><b>Superdocu is a platform that can collect, validate, and keep your third-party data current within a secure and customized portal.</b></h4><p><div class="story-inline-video"><iframe id="superdocu-vid" width="560" height="315" src="https://www.youtube.com/embed/kXDtq7rtqYQ?rel=0" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></div></p>

<p>Superdocu lets you<b> build accessible onboarding and validation workflows </b>for your&nbsp;clients, employees, and suppliers.</p> 

<p>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.</p>  

<p>They can<b> view welcome messages, fill out forms, and upload necessary documents</b> within minutes.</p>  

<p>Best of all, you can <b>invite up to 100 people in a few seconds</b>, then customize the list of documents needed for each type of respondent.</p>  

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superdocu-1"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?optimizer=gif"
          alt="Workflow settings"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
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              data-prefix="fas"
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Change your workflow settings and add reminders to onboard people in an easy and organized way.</i></h5><p>The platform <b>provides a secure portal where contacts can easily upload their files</b> through their computer or mobile device.</p> 

<p>Customize the space by <b>adding your logo, profile pic, contact details, and brand colors</b> to provide your clients with a familiar brand experience.</p>  

<p>The portals can also <b>use your custom domain or subdomain&nbsp;</b>(e.g., "onboarding.yourwebsite.com/"), so it looks like an extension of your company website.</p>  

<p>You can even offer a branded experience inside your contacts' inboxes by sending emails with your brand colors, contact details, and logo.</p>  

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superdocu-2"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?optimizer=gif"
          alt="Onboarding workflow"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Build branded client portals to quickly onboard clients and get their essential information.</i></h5><p>If you’re tired of organizing files across multiple hard drives, you can use Superdocu to <b>gather and manage documents from all your contacts, clients, and employees</b>.</p>  

<p><b>Build document templates and collect any document type</b>, so you don’t have to waste time browsing email threads and file folders to find what you need.</p> 
 
<p>Upon receiving the documents, you can validate or reject them in a single click, then ask clients to re-upload rejected files automatically!</p>  

<p>You don’t have to open and save each attachment anymore, either. Superdocu lets you <b>export all of your client documents with the click of a button</b>.</p>  

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superdocu-3"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?optimizer=gif"
          alt="Validation dashboard"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Head to the validation dashboard to accept or reject documents and information.</i></h5><p>What if your client forgets to send an important document or uploads an expired ID? Well, Superdocu can <b>send email notifications to alert clients to the issue </b>so you don’t have to.</p> 

<p>The tool also allows you to send automated reminders to re-upload missing or rejected documents.</p> 

<p>Even when clients send the wrong files, you can quickly get them up to speed by <b>choosing the frequency of follow-ups you’ll send </b>and customizing your content.</p> 

<p>Best of all, you can automate your invitations with Superdocu's Zapier integration. If you closed a deal in your favorite CRM, you can<b> automatically invite your client to fill their info in Superdocu</b>.</p>  

<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="superdocu-4"
        >
            
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?optimizer=gif"
          alt="Templates"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

<h5 class="" style="text-align: center; "><i>Create new forms and follow-ups at the templates dashboard.</i></h5><p>Onboarding a new client shouldn’t feel like playing 20 questions on a first date. (<i>“Are you a marketer? Do you like new customers? Are you available Tuesdays at 3 p.m.?”</i>)</p> 

<p>With Superdocu, you can quickly onboard new clients, gather all necessary documents, send automated follow-ups, and make sure it all gets done right.</p>  

<p>Make onboarding a breeze.</p> 

<p><b>Get lifetime access to Superdocu today!</b></p>

Productivity

Client Management

Keep all your client documents and data in a secure and customizable portal

<h4 class=""><b>Superdocu is a platform that can collect, validate, and keep your third-party data current within a secure and customized portal.</b></h4><p><div class="story-inline-video"><iframe
  id="superdocu-vid"
  width="560"
  height="315"
  src="https://www.youtube.com/embed/kXDtq7rtqYQ?rel=0"
  srcdoc="<style>*{padding:0;margin:0;overflow:hidden}html,body{height:100%}img,span{position:absolute;width:100%;top:0;bottom:0;margin:auto}span{height:1.5em;text-align:center;font:48px/1.5 sans-serif;color:white;text-shadow:0 0 0.5em black}</style><a href=https://www.youtube.com/embed/kXDtq7rtqYQ?rel=0&autoplay=1 onclick=&quot;window.parent.postMessage('embed_slug:superdocu-vid','*')&quot;><img src=https://img.youtube.com/vi/kXDtq7rtqYQ/hqdefault.jpg ><span>▶</span></a>"
  frameborder="0"
  allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture"
  allowfullscreen
  loadonscroll
></iframe></div></p>

<p>Superdocu lets you<b> build accessible onboarding and validation workflows </b>for your&nbsp;clients, employees, and suppliers.</p> 

<p>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.</p>  

<p>They can<b> view welcome messages, fill out forms, and upload necessary documents</b> within minutes.</p>  

<p>Best of all, you can <b>invite up to 100 people in a few seconds</b>, then customize the list of documents needed for each type of respondent.</p>  

<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?optimizer=gif"
          alt="Workflow settings"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/image2_Zo2LLNb.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p>

<h5 class="" style="text-align: center; "><i>Change your workflow settings and add reminders to onboard people in an easy and organized way.</i></h5><p>The platform <b>provides a secure portal where contacts can easily upload their files</b> through their computer or mobile device.</p> 

<p>Customize the space by <b>adding your logo, profile pic, contact details, and brand colors</b> to provide your clients with a familiar brand experience.</p>  

<p>The portals can also <b>use your custom domain or subdomain&nbsp;</b>(e.g., "onboarding.yourwebsite.com/"), so it looks like an extension of your company website.</p>  

<p>You can even offer a branded experience inside your contacts' inboxes by sending emails with your brand colors, contact details, and logo.</p>  

<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?optimizer=gif"
          alt="Onboarding workflow"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-2.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p>

<h5 class="" style="text-align: center; "><i>Build branded client portals to quickly onboard clients and get their essential information.</i></h5><p>If you’re tired of organizing files across multiple hard drives, you can use Superdocu to <b>gather and manage documents from all your contacts, clients, and employees</b>.</p>  

<p><b>Build document templates and collect any document type</b>, so you don’t have to waste time browsing email threads and file folders to find what you need.</p> 
 
<p>Upon receiving the documents, you can validate or reject them in a single click, then ask clients to re-upload rejected files automatically!</p>  

<p>You don’t have to open and save each attachment anymore, either. Superdocu lets you <b>export all of your client documents with the click of a button</b>.</p>  

<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?optimizer=gif"
          alt="Validation dashboard"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-3.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p>

<h5 class="" style="text-align: center; "><i>Head to the validation dashboard to accept or reject documents and information.</i></h5><p>What if your client forgets to send an important document or uploads an expired ID? Well, Superdocu can <b>send email notifications to alert clients to the issue </b>so you don’t have to.</p> 

<p>The tool also allows you to send automated reminders to re-upload missing or rejected documents.</p> 

<p>Even when clients send the wrong files, you can quickly get them up to speed by <b>choosing the frequency of follow-ups you’ll send </b>and customizing your content.</p> 

<p>Best of all, you can automate your invitations with Superdocu's Zapier integration. If you closed a deal in your favorite CRM, you can<b> automatically invite your client to fill their info in Superdocu</b>.</p>  

<p>
        <img
          class="story-inline-image z-depth-2"
          src="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?optimizer=gif"
          alt="Templates"
          srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?width=495&optimizer=gif 450w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?width=654&optimizer=gif 595w, https://appsumo2-cdn.appsumo.com/media/stories/images/superdocu-4.png?width=935&optimizer=gif 850w"
          sizes="(min-width: 950px) 1045px, 100vw"
          width="850" height="500"
          loading="lazy"
        />
    </p>

<h5 class="" style="text-align: center; "><i>Create new forms and follow-ups at the templates dashboard.</i></h5><p>Onboarding a new client shouldn’t feel like playing 20 questions on a first date. (<i>“Are you a marketer? Do you like new customers? Are you available Tuesdays at 3 p.m.?”</i>)</p> 

<p>With Superdocu, you can quickly onboard new clients, gather all necessary documents, send automated follow-ups, and make sure it all gets done right.</p>  

<p>Make onboarding a breeze.</p> 

<p><b>Get lifetime access to Superdocu today!</b></p>

Superdocu

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