Select a plan that works for you

Business

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

• 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.