Superdocu Lifetime Deal
Using Superdocu, you can collect, validate, and stay up-to-date with your third-party data, all contained in the security and customization of your own personalized portal.
The Superdocu platform provides you with the ability to build different kinds of workflows that you can use to onboard and validate your clients, employees, and suppliers as well.
All you have to do is invite the contacts you wish to be onboarded to the platform, and they can then follow the steps we have designed for them to get started working with your company.
Within minutes, they can view welcome messages, complete forms, and upload documents that are necessary.
Furthermore, the best part is that you can invite up to 100 respondents in a few seconds, and customize which documents each type of respondent will need.
Through this platform, users can easily upload their files to the platform using their computers or mobile devices while using a secure interface.
It is a good idea to customize the space by adding your logo, profile picture, contact details, and brand colors to make your brand familiar to the clients.
Your customized domain or subdomain can also be used with your portal. Your portal will then appear to be an extension of the company website.
Your brand can even be applied to the inboxes of your contacts by sending them emails with your brand colors, contact information, and logo on the subject line.
If Superdocu can help you manage and store documents from all your clients, contacts, and employees, so you don’t have to spend time organizing them across multiple desktops.
You can create document templates and collect any type of document, so you will not waste your time looking through email threads and file folders to find the information you need.
It is as simple as clicking a button to validate or reject the documents you receive, then requesting that the client re-upload the rejected files.
It is not necessary to open each attachment and save it individually anymore.
The SuperDOCU application can enable you to export all of the documents from your clients just by clicking one button.
Luckily, Superdocu has the capability of sending email notifications to customers informing them of the issue so you do not need to.
You can also set up automatic reminders with the tool to make sure that you re-upload any rejected or missing documents.
By choosing the frequency of follow-ups you will send and customizing your content, you can quickly bring your clients up to speed even when they send the wrong files.
In addition, Superdocu’s Zapier integration allows you to automate your invitations with just one click.
It’s possible to automatically invite your clients to fill out their information in Superdocu if you close a deal in your favorite CRM.
- Encrypted file hosting
- Team collaboration
- Branded client portal
- Online form builder
- Document validation, rejection, and expiration handling
- API access
- Document requests
- Zapier integration
- Unlimited team users
- Unlimited active requests per month
- 50 GB storage
- Unlimited workflows
- Unlimited templates
- Unlimited reminders