Every offer for OkaySend
1 listed, 1 live today
| Sold on | Type | Price / value | Term | Expires | Status | Get deal |
|---|---|---|---|---|---|---|
| AppSumo | Lifetime | $59$300−80% | Lifetime | - | Live | Get deal |
Listing data from AppSumo · checked · View on AppSumo
What OkaySend is
A short summary of the source listing
Incorrect documents stall projects, while hunting down files takes time away from work that actually matters. OkaySend helps you collect the right files faster with automated document collection.
Listing data from AppSumo · checked · View on AppSumo
Facts and terms
Stated by the vendor or the platform
Platforms
- Web
Integrations
- Dropbox
- Google Drive
- Make
- OneDrive
- Zapier
Refund window
60 days, as stated on the listing.
Who it is for
- Online coaches
- Web design agencies
- Professional Services
From the source listing
Quoted from AppSumo, not written by us
Questions the listing answers
What is a client portal in OkaySend?
A client portal is a secure, branded space where your clients can view requests, upload documents, and submit responses. Each portal is private and unique to a specific client.
How can I add a team member in OkaySend?
To add a new team member, go to Settings > Team, enter the team member's email address, and click 'Send invite' to send the invitation email.
Can I customize the appearance of my client portals?
Yes, you can customize your portal appearance, send white-labeled emails, and host portals on your own business domain for a professional, consistent experience.
How does OkaySend ensure the security of my data and my clients’ documents?
OkaySend encrypts all data in transit and at rest, does not access customer data without explicit approval, and tracks every action in an audit log. Only you and your authorized team members can access submitted documents unless you intentionally share them.
What is a 'Point of Contact' in OkaySend?
In OkaySend, a Point of Contact is the user representing your business to your clients and customers. Their name and title may be included in the emails sent to your clients.
What is a 'Request' in OkaySend?
In OkaySend, a request is like a checklist or a form used to collect documents and other information from your client. You can create a new request to gather the necessary information efficiently.
Listing data from AppSumo · checked · View on AppSumo
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