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Business settings
Edit your business profile and other account related preferences
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User management
Edit your user profile and manage other seats and their access to this account
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Billing
Manage your account's subscription, monitor usage, and edit billing info
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Templates
Access and manage reusable templates to streamline your document collection workflows
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Integrations
Connect with third-party apps and services to automate repetitive tasks
- Zapier
- Make (Integromat)
- Google Drive
- Dropbox
- OneDrive
- Box Coming soon
- Xero Coming soon
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Automations
Automate repetitive tasks with OkaySend's automation tools
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Email
Send emails from your own domain, customize email templates, and manage other preferences
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SMS
Manage your account's SMS outbound, monitor usage, edit templates, and more
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Signatures
Manage your account's e-signature settings, preferences, templates, and more