OkaySend
✓ Verified ProfileThe fast, easy, and secure way to collect documents from clients.
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Product Overview
OkaySend Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
OkaySend Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Document Management Software 19 selected features Open category ↗ ⌄
OkaySend streamlines document collection for agencies, accountants, brokers, and lawyers. Build private client portals and cut document turnaround time by up to 70%. Create client intake forms, onboard clients, gather responses to inquiries, and collect essential paperwork with ease. Trade in your manual workflows and swap the back-and-forth emails with OkaySend.
Electronic Signature
Version Control
Search/Filter
Approval Process Control
Document Capture
Commenting/Notes
Collaboration Tools
File Sharing
Audit Trail
Alerts/Notifications
Activity Tracking
Archiving & Retention
Document Generation
Drag & Drop
Secure Data Storage
Content Management
Document Storage
Forms Management
Email Management
Content Management Software (CMS) 23 selected features Open category ↗ ⌄
OkaySend automates content collection for creative agencies, helping you streamline workflows, save time, and keep everything organized in one simple, automated system. Create automated workflows to collect data, content, and other assets effortlessly and finish projects on time. Trade in your manual workflows and swap the back-and-forth emails with OkaySend.
Image Editing
Search/Filter
Calendar Management
Content Publishing Options
Customizable Templates
Drag & Drop
Website Management
Activity Dashboard
Audio File Management
Electronic Forms
Reporting & Statistics
Metadata Management
Version Control
Document Management
Customizable Branding
WYSIWYG Editor
Text Editing
Content Library
SEO Management
Video Support
Multi-Language
Engagement Tracking
Collaboration Tools
Connected Applications
OkaySend Integrations
Integration information is displayed only when approved integration products are available on the profile.
Google Drive
Microsoft OneDrive for Business
Dropbox
Zapier
Xero
Pricing Information
OkaySend Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Frequently Asked Questions
OkaySend FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Automate away the laborious task of collecting client information and documents.
Problem:
Problem:
Chasing clients for missing documents wastes valuable time. What seems like a simple task, gathering client information, quickly turns into endless reminders, messy email threads, and missing files. It’s repetitive, stressful, and slows your entire workflow.
Solution:
OkaySend automates document collection with customizable checklists, branded client portals, and automatic follow-ups, eliminating the need to chase clients manually. With OkaySend, you can quickly collect, track, and review all required documents in one secure place, integrate with 1,000+ apps, and keep your entire workflow effortlessly organized.
Simplify workflows, save time, and eliminate back-and-forth emails.
Collecting documents made easy with OkaySend.
- No, OkaySend does not offer a free version.
- Yes, OkaySend offers a free trial.
- No, Credit Card details are not required for the OkaySend trial.
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OkaySend supports the following payment frequencies:
- Annual Subscription , Monthly Subscription
- No, OkaySend does not offer an API.
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OkaySend can be integrated with the following applications:
- Box , Xero , Google Drive , Microsoft OneDrive for Business , Zapier , Dropbox
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OkaySend offers support with the following options:
- 24x7 Support , Email , Knowledge Base
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OkaySend offers training with the following options:
- Documentation , Videos
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OkaySend supports the following languages:
- English , French , German , Hungarian , Indonesian , Japanese , Portuguese , Russian , Spanish
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Following are the typical users of the OkaySend:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
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OkaySend supports the following deployment:
- Cloud Hosted
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OkaySend supports the following devices and operating systems:
- Web-Based
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