OkaySend
The fast, easy, and secure way to collect documents from clients. Discover the best deal for OkaySend on AppSumo today.
Sales & Leads
...CRM
Client Management
OkaySend
Collect documents from clients easily
The fast, easy, and secure way to collect documents from clients
Choose a plan
Lifetime access
Refundable up to 60 days
Plus members are covered by our We Got Your Back guarantee
Chosen by AppSumo for their potential and innovation
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.
TL;DR
Onboard clients and collect documents with structured intakes without endless email back-and-forth
Collect the information you need faster with secure, no-login client portals
At-a-glance
Alternative to
Dropbox, Google Drive
Integrations
Dropbox, Google Drive, Make, OneDrive, Zapier
Best for
Online coaches, Web design agencies, Professional Services
OkaySend
The fast, secure way to collect client documents
Overview
Pricing
Reviews
Set up client portals and request files without getting lost in emails and confusing follow-ups
Drag, drop, and edit
Create structured intakes with uploads, instructions, conditional logic, and more
Collect any kind of information you need, from basic details to complex inputs
Track every document request so you always know what's pending and what's complete
Share the link with your clients
Provide your clients with a seamless, professional way to upload files and share information
Auto-save progress and work seamlessly on any device since portals don't require log-in
Reply to comments and avoid scattered email threads by discussing requests directly in the client portal
Send automatic reminders
Automate the polite nudging needed to remind clients to upload pending documents
Make every message sound like you with personalization and custom templates
Use your business domain to send emails and generate links
Quickly review responses
Approve or reject incorrect responses with a single click
Reject individual files without affecting the rest of the submission
Export everything in one neat package to Word, PDF, CSV, and more once everything is correct
Feel secure in your purchase with AppSumo's 60 day money-back guarantee.
Lifetime access to OkaySend.
All future custom AppSumo plan updates.
If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates.
You must redeem your code(s) within 60 days of purchase.
Stack up to 5 codes.
Previous AppSumo customers who purchased OkaySend can buy more codes to increase their feature limits.
Previous AppSumo customers will be grandfathered into any new features and feature limits.
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