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OkaySend

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Billing cycle:

Monthly

YearlySave 15%




Basic

Best for individuals, solopreneurs, and freelancers. Unlock the quickest and easiest way to collect info from clients.

$25USD

/ mo

Billed yearly You save $60

  • 25 active requestsAn active request is a Request that was sent and is currently in progress.

    For example, you could send 25 Requests at once. If later you mark them as "Done" or "Archive" them, you'd be able to send 25 more.

    Please see: What is an active Request?

  • 2 usersYou can invite 1 additional member of your team to access your OkaySend Account.

  • 25GB storageUpto 25GB of data can be collected and archived.

  • 50 SMS / month50 SMS credits are included free each month.

    Each SMS uses 1 credit for every 160 characters. If your messages exceed 160 characters, additional credits will be used.

    Need more? You can purchase extra credits anytime. See our SMS pricing for details.


  • Create unlimited requestsRequest is the form or client-portal you create.

    You can create and send unlimited requests throughout your lifetime.

    See: What is a Request?

  • Unlimited clientsYou can add unlimited clients or contacts. A Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.

  • Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.

  • Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.

  • Unlimited emailsSend unlimited follow-up emails, email notifications, and email reminders.

  • Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.

  • No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).

  • Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.

  • Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.

    Please see: Privacy Policy and Security & Compliance.

  • LanguagesChange the default language for your reminders and client portals. We support up to 9 languages, including: English, French (Français), German (Deutsch), Hungarian (Magyar), Indonesian/Malaysian (Bahasa), Japanese (日本語), Portuguese (Português), Russian (Русский), and Spanish (Español).

  • Real-time virus and malware scanningFiles, documents, and attachments you collect are automatically scanned for viruses and malware. With our built-in anti-virus, we'll alert you if any suspicious or malicious files uploaded by your clients are detected.

  • Daily backupsWe automatically back up your request data daily, providing added security and peace of mind. See: How do backups work?

  • Audit logsTrack every action within your OkaySend workspace. Maintain compliance, enhance security, and gain insights into team and client activities.

  • Zapier integrationConnect OkaySend with other apps and services you use. See our Zapier integration documentation.

  • Google Drive, Dropbox and OneDrive integrationConnect OkaySend with your cloud storage to automatically export collected documents and files.

  • WebhooksListen to events in your OkaySend account through your webhook endpoint, enabling your integration to automatically trigger reactions.

  • Email supportHave a question or are stuck?

    Happy to help you at every step of the way! Please write to us at help@okaysend.com.

POPULAR

Professional Recommended

Designed for teams and agencies who want an increase in productivity and control.

$55USD

/ mo

Billed yearly You save $120

  • 100 active requestsAn active request is a Request that was sent and is currently in progress.

    For example, you could send 100 Requests at once. If later you mark them as "Done" or "Archive" them, you'd be able to send 100 more.

    Please see: What is an active Request?

  • 5 usersYou can invite 4 additional members of your team to access your OkaySend Account.

  • 50GB storageUpto 50GB of data can be collected and archived.

  • 150 SMS / month150 SMS credits are included free each month.

    Each SMS uses 1 credit for every 160 characters. If your messages exceed 160 characters, additional credits will be used.

    Need more? You can purchase extra credits anytime. See our SMS pricing for details.

  • Custom brandingYou can customize the look and feel of your Requests, remove the OkaySend branding, add your logo, customize emails, edit the success screen, and more.


  • Create unlimited requestsRequest is the form or client-portal you create.

    You can create and send unlimited requests throughout your lifetime.

    See: What is a Request?

  • Unlimited clientsYou can add unlimited clients or contacts. A Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.

  • Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.

  • Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.

  • Unlimited emailsSend unlimited follow-up emails, email notifications, and email reminders.

  • Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.

  • No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).

  • Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.

  • Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.

    Please see: Privacy Policy and Security & Compliance.

  • LanguagesChange the default language for your reminders and client portals. We support up to 9 languages, including: English, French (Français), German (Deutsch), Hungarian (Magyar), Indonesian/Malaysian (Bahasa), Japanese (日本語), Portuguese (Português), Russian (Русский), and Spanish (Español).

  • Real-time virus and malware scanningFiles, documents, and attachments you collect are automatically scanned for viruses and malware. With our built-in anti-virus, we'll alert you if any suspicious or malicious files uploaded by your clients are detected.

  • Daily backupsWe automatically back up your request data daily, providing added security and peace of mind. See: How do backups work?

  • Audit logsTrack every action within your OkaySend workspace. Maintain compliance, enhance security, and gain insights into team and client activities.

  • Zapier integrationConnect OkaySend with other apps and services you use. See our Zapier integration documentation.

  • Google Drive, Dropbox and OneDrive integrationConnect OkaySend with your cloud storage to automatically export collected documents and files.

  • WebhooksListen to events in your OkaySend account through your webhook endpoint, enabling your integration to automatically trigger reactions.

  • Email supportHave a question or are stuck?

    Happy to help you at every step of the way! Please write to us at help@okaysend.com.

Business

For growing teams and businesses managing higher volumes and expanding operational needs.

$95USD

/ mo

Billed yearly You save $180

  • 200 active requestsAn active request is a Request that was sent and is currently in progress.

    For example, you could send 200 Requests at once. If later you mark them as "Done" or "Archive" them, you'd be able to send 200 more.

    Please see: What is an active Request?

  • 10 usersYou can invite 9 additional members of your team to access your OkaySend Account.

  • 100GB storageUpto 100GB of data can be collected and archived.

  • 250 SMS / month250 SMS credits are included free each month.

    Each SMS uses 1 credit for every 160 characters. If your messages exceed 160 characters, additional credits will be used.

    Need more? You can purchase extra credits anytime. See our SMS pricing for details.

  • Custom brandingYou can customize the look and feel of your Requests, remove the OkaySend branding, add your logo, customize emails, edit the success screen, and more.

  • Branded linksUse your own domain to create personalized, professional links for client portals. (e.g., your.domain.com/-UID1234)


  • Create unlimited requestsRequest is the form or client-portal you create.

    You can create and send unlimited requests throughout your lifetime.

    See: What is a Request?

  • Unlimited clientsYou can add unlimited clients or contacts. A Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.

  • Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.

  • Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.

  • Unlimited emailsSend unlimited follow-up emails, email notifications, and email reminders.

  • Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.

  • No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).

  • Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.

  • Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.

    Please see: Privacy Policy and Security & Compliance.

  • LanguagesChange the default language for your reminders and client portals. We support up to 9 languages, including: English, French (Français), German (Deutsch), Hungarian (Magyar), Indonesian/Malaysian (Bahasa), Japanese (日本語), Portuguese (Português), Russian (Русский), and Spanish (Español).

  • Real-time virus and malware scanningFiles, documents, and attachments you collect are automatically scanned for viruses and malware. With our built-in anti-virus, we'll alert you if any suspicious or malicious files uploaded by your clients are detected.

  • Daily backupsWe automatically back up your request data daily, providing added security and peace of mind. See: How do backups work?

  • Audit logsTrack every action within your OkaySend workspace. Maintain compliance, enhance security, and gain insights into team and client activities.

  • Zapier integrationConnect OkaySend with other apps and services you use. See our Zapier integration documentation.

  • Google Drive, Dropbox and OneDrive integrationConnect OkaySend with your cloud storage to automatically export collected documents and files.

  • WebhooksListen to events in your OkaySend account through your webhook endpoint, enabling your integration to automatically trigger reactions.

  • Email supportHave a question or are stuck?

    Happy to help you at every step of the way! Please write to us at help@okaysend.com.

Enterprise

Unlock limitless growth and all the flexibility to meet your requirements. Get unlimited requests, reminders, users, and dedicated support.

  • Unlimited active requestsAn active request is a Request that was sent and is currently in progress.

    For example, if your Account limits you to 20 active Requests, you could send 20 Requests at once. If later you mark them as "Done" or "Archive" them, you'd be able to send 20 more.

    Please see: What is an active Request?

  • Seats for all your teamYou can invite as many members of your team to access your OkaySend Account as needed.

  • Unlimited storageBespoke limits to the amount of data you can collect and archive.

  • Custom brandingYou can customize the look and feel of your Requests, remove the OkaySend branding, add your logo, customize the ending / success screen, and more.

  • Free migrationA migration is when we convert one of your existing online or PDF forms into a OkaySend template.

    Once you have signed up for a plan, please email us a copy of the form you want re-created in OkaySend.

  • 24/7 dedicated support and success manager


  • Create unlimited checklistsChecklist is the form or list of the information you require from your Clients.

    Checklists and Requests are interchangeable terms for the same thing. See: What is a Checklist?

    You can create unlimited Checklists.

  • Unlimited clientsA Client is the recipient (a person or organization) you share your Checklist or Request (for information) with.

  • Unlimited remindersSend unlimited automated reminders to your Clients about approaching deadlines and to remind them to provide information.

  • Unlimited upload areas, questions, and fieldsNo limit to the number of items in your Checklists.

  • Pre-made templatesPick form an array of templates, covering most industry niches, that suit your needs. You can personalize or save your own templates as well.

  • No login required from clientsDrafts (of Requests) are saved automatically and your Client's progress restored (so they don't have to complete the checklist in one go).

  • Response approval systemOur software makes it easier for you to ask for redos from your Clients if the Response to a question (or field) is unsatisfactory.

  • Data encryption at rest and in transitData is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.

    Please see: Privacy Policy and Security & Compliance.

  • Email supportHave a question or are stuck?

    Happy to help you at every step of the way! Please write to us at help@okaysend.com.