Simplify document collection from clients effortlessly with AutomateDoc. Say goodbye to chasing documents and welcome automated file collection that boosts your workflow efficiency.
TL;DR
Collect, automate, and streamline document collection with AutomateDoc for faster processes.
At-a-glance
Best for: Accountants, Online coaches, Web design agencies
Alternative to: Dropbox, Google Drive, Typeform
Integrations: Zapier
Features: GDPR-compliant, White label
Overview
AutomateDoc brings simplicity to document collection by automating the process of gathering essential files and data from clients. This software eliminates the hassle of manual follow-ups, allowing you to focus on core tasks and enhance client interactions.
Effortless Document Collection
Streamline the document collection process with AutomateDoc. Create itemized checklists, automate follow-ups, and centralize all client documents in one secure location.
Automated Workflow
AutomateDoc offers drag-and-drop simplicity for creating requests, setting up client portals in minutes, and allowing clients to upload any data type from anywhere seamlessly.
Enhanced Client Experience
Personalize client portals, send automatic reminders, and create a seamless experience for clients to upload documents securely and conveniently from any device.
Detailed Features
Automate Follow-ups
AutomateDoc ensures that follow-up reminders are sent at scheduled intervals, reducing manual effort and ensuring timely document submissions.
Secure Client Portals
Provide clients with secure access to private forms that do not require login, improving data security and enhancing user experience.
Item-level Rejection
Approve or reject specific items within documents, allowing for efficient feedback and ensuring accurate information submission.
Integration Capabilities
Connect AutomateDoc with over 5000 apps using Zapier for seamless data sharing and enhanced workflow automation.
Discover the power of automated document collection with AutomateDoc today! Streamline your tasks and enhance client relationships. Act now and simplify your document collection processes effortlessly.
Core feature
- Create unlimited client portals
- Send unlimited reminders
- Add unlimited upload areas, questions, and fields
- No login required from clients
- Pre-made templates
- Data encryption at rest (AES-256) and in transit (HTTPS/TLS)
- Response approval system
- Zapier integration
- Email support
Mark Reynolds –
OkaySend has made document collection unbelievably simple and efficient. I no longer waste time chasing clients!
Emily Patel –
I am amazed by the automation OkaySend offers in collecting documents. It has significantly boosted my productivity.
Jacob Davis –
OkaySend has streamlined my workflows like never before. Excellent tool for any business!