Superdocu

    Lifetime deal

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

    As your business grows, your pile of paperwork, email threads, and contact details will only get bigger and bigger. (“Being popular is not as glamorous as I thought it was in high school.”)

    Without a centralized place to store documents and information, important data from your customers, suppliers, or employees could get lost in your inbox.

    You need a platform that can collect documents and send automated follow-ups for missing info in case something is wrong.

    Jump into Superdocu.

    TL;DR

    Create onboarding workflows to collect third-party documents and information in an instant
    Alternative to: FileInvite
    Send automated reminders for missing or expired data
    Best for: Small to medium-sized businesses that need to collect lots of documents and keep all information up to date

    Overview

    Superdocu is a platform that can collect, validate, and keep your third-party data current within a secure and customized portal.

    Superdocu lets you build accessible onboarding and validation workflows for your clients, employees, and suppliers.

    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.

    They can view welcome messages, fill out forms, and upload necessary documents within minutes.

    Best of all, you can invite up to 100 people in a few seconds, then customize the list of documents needed for each type of respondent.

    Workflow settings

    Change your workflow settings and add reminders to onboard people in an easy and organized way.

    The platform provides a secure portal where contacts can easily upload their files through their computer or mobile device.

    Customize the space by adding your logo, profile pic, contact details, and brand colors to provide your clients with a familiar brand experience.

    The portals can also use your custom domain or subdomain (e.g., "onboarding.yourwebsite.com/"), so it looks like an extension of your company website.

    You can even offer a branded experience inside your contacts' inboxes by sending emails with your brand colors, contact details, and logo.

    Onboarding workflow

    Build branded client portals to quickly onboard clients and get their essential information.

    If you’re tired of organizing files across multiple hard drives, you can use Superdocu to gather and manage documents from all your contacts, clients, and employees.

    Build document templates and collect any document type, so you don’t have to waste time browsing email threads and file folders to find what you need.

    Upon receiving the documents, you can validate or reject them in a single click, then ask clients to re-upload rejected files automatically!

    You don’t have to open and save each attachment anymore, either. Superdocu lets you export all of your client documents with the click of a button.

    Validation dashboard

    Head to the validation dashboard to accept or reject documents and information.

    What if your client forgets to send an important document or uploads an expired ID? Well, Superdocu can send email notifications to alert clients to the issue so you don’t have to.

    The tool also allows you to send automated reminders to re-upload missing or rejected documents.

    Even when clients send the wrong files, you can quickly get them up to speed by choosing the frequency of follow-ups you’ll send and customizing your content.

    Best of all, you can automate your invitations with Superdocu's Zapier integration. If you closed a deal in your favorite CRM, you can automatically invite your client to fill their info in Superdocu.

    Templates

    Create new forms and follow-ups at the templates dashboard.

    Onboarding a new client shouldn’t feel like playing 20 questions on a first date. (“Are you a marketer? Do you like new customers? Are you available Tuesdays at 3 p.m.?”)

    With Superdocu, you can quickly onboard new clients, gather all necessary documents, send automated follow-ups, and make sure it all gets done right.

    Make onboarding a breeze.

    Get lifetime access to Superdocu today!

    Plans & features

    Deal terms & conditions

    • Lifetime access to Superdocu
    • All future Superdocu updates
    • 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
    • GDPR compliant
    • Only for new Superdocu users who do not have existing accounts
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    60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

    Features included in all plans

    • Encrypted file hosting
    • Team collaboration
    • Branded client portal
    • Online form builder
    • Document validation, rejection, and expiration handling
    • Webhooks
    • API access
    • Document requests
    • Zapier integration

    From the founders

    April 13, 2022

    Hiya, Sumo-lings! 🥳

    If collecting documents and information from several people at a time feels like a nightmare to you, you're in the right place 🤭

    I'm Marwann and co-founded Superdocu with only one goal: to stop chasing clients for documents and focus on what really matters - building my business 😄

    In the past, I've been struggling with client and supplier onboarding: info was missing or my inbox was full of 50-email-long threads with attachments 😓

    While checking around, I saw that my some of friends were having the same issue:

    🚚 A logistics director getting headaches trying to collect driver info

    👨🏻‍💼 A realtor that was struggling to create client files

    👩‍🏫 A school employee spending hours getting student data

    🎨 and literally all my friends working in consulting or agencies

    You get the idea: onboarding people is a pain, and a bad process can be a real obstacle to your company's success.

    In 2020, my cofounder and I decided to build a tool that solved those onboarding issues, automagically ✨

    Today, we're proud to present Superdocu, a platform that helps collect and validate your third-party data within a secure portal.

    Think of it as a CRM, but for your client, vendor or employee documents and information.

    We've spent the last 18 months building it with tens of customers, and still improve it every day.

    In short, here are some of Superdocu's capabilities:

    ✨ Design workflows that fit your own processes, and add as many steps as you'd like

    ✨ Send automated document requests

    ✨ Build your own forms for your clients (or any kind of contact!) to fill

    ✨ Automate and customize follow-ups in case of missing data

    ✨ Build a beautiful, on-brand portal for your contacts: your logo, your domain, your colors.

    ✨ Use one of our pre-made onboarding templates

    ✨ Send checklists with action items and send reminders if something's not been done in time

    ✨ Send follow-ups when something expires (for example, an ID card that's not valid anymore)

    ✨ Accept or reject data you've received, directly from your dashboard

    ✨ Connect Superdocu with thousands of apps, including digital signature tools, thanks to our Zapier integration

    ✨ And much more incoming, but that's already a long post 😅

    What does the deal include? 🧐

    With our friends at AppSumo, we've tried to craft your the best possible deal, while making sure we're still a viable company!

    You will get a lifetime account on Superdocu, with unlimited workflows, forms, templates, follow-ups, etc. And depending on your plan, you'll be able to invite from 100 to an unlimited number of contacts each month! Each plan has its own storage capability as well.

    You will get all feature updates from our plans in the future as well 😎

    A few useful links for you:

    - Our public roadmap: https://trello.com/b/w28yL0FK/superdocu-public-roadmap

    - Our helpdesk: https://help.superdocu.com/en/

    - Our list of templates: https://www.superdocu.com/en/templates

    Wishing you peace of mind (after buying this deal!) 🧘‍♂️

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