Demo: Try it out for yourself
Getting started is easy. Please Sign up here.
We’ll ask you for a few basic details to setup your Account the first time you sign in.
Then, you can get a free 14-day trial upon choosing a plan.
Note: You can get a feel for the product and start creating checklists to send, instantly. However, in order to send requests for info, you'll need to be on a paid plan or on your free trial period.
No, OkaySend is a paid service.
All paid plans are free for first 14 days. After the free trial, OkaySend costs a monthly recurring fee.
OkaySend offers competitive pricing and aims to provide a solution that not only fits your budget but also adds substantial value to your business.
Plans, mainly, include limits on active requests, storage, and seats (team members). Following is a break down:
You can create unlimited checklists to send, receive unlimited responses, and add unlimited people or organizations as recipients.
Think of a request as a form. It can have any number of questions, fields, and file upload inputs.
When you need some information, you send a request (for information). When you send a request to a person (or organization), OkaySend will periodically remind them to fill it out.
If you send another request to a (different or even the same) person, that will be considered as 2 separate Requests.
Once a request is completed, it no longer counts towards your plan limit.
Checklist in OkaySend is a list of the information you require from your clients. Checklists make it easier to follow and track progress and serve as a reminder of the information to be provided.
Note: Checklists and Requests are the same thing in OkaySend. Checklists become Requests once they are sent to your customer or client.
We send automated reminders to your clients for approaching deadlines and remind them to provide the information you require.
Learn more: What will a Reminder look like?
No! Automate routine collection tasks using our #nocode intuitive drag-and-drop editor and dashboard.
You can even start with one of our templates and personalize it as you go along.
Yes! Whether it's connecting with CRM software, file storage solutions, or other tools you use, our platform ensures a smooth integration process, enhancing collaboration and efficiency across your entire workflow.
Only you can see your data (or your team members you allow access to).
Your data is stored and fetched using industry standard and current encryption protocols for HTTPS. We also encrypt your data at rest.
Yes! We do not access any customer data as a strict matter of policy, unless you’ve given us explicit written approval to do so for support, migration, or for debugging any issues.
For more information about our privacy and security practices please read our Privacy Policy.
The security and integrity of your data is important to you and we understand the immense responsibility we have to safeguard your data and maintain your trust in us.
OkaySend is more secure than email. We’ve put in place industry-leading security and operational measures to keep your data safe when it resides on OkaySend systems.
All data exchanged between your systems and our system is encrypted in transit using industry standard and current encryption protocols for HTTPS. We use full disk encryption across our entire infrastructure, so data is encrypted at rest as well. For more information about our security practices please view: Security & Compliance.
Yes! OkaySend uses encryption across our entire infrastructure, is not susceptible to spam or phishing (unlike email), and (your) email addresses are not exposed or made public to strangers on the internet.
Try searching a topic over at our Help Center.
Or write to us at help@okaysend.com. We'll get back to you promptly.
Psst, OkaySend is a web app and doesn't need to be installed (via a CD or otherwise).
