First, what makes an information collection process great ?
Any process that:
- Sets clear objectives: clearly define the purpose and goals of the information collection to ensure focus and relevance.
- Saves time: should be an obvious one. Time = Money.
- Standardizes the data: you'll have a much better time if you have exactly what you need and in the format you need it in when you (or your team) sits down to work. Trust us on this one.
- Structures forms: creates well-organized and structured forms with relevant fields to capture the required information systematically.
- Is easy to use: an intuitive and user-friendly interface, that can be accessed without logging in, to facilitate easy data entry and navigation.
- Avoid errors: includes validation checks and error-handling mechanisms to ensure data accuracy and completeness while providing flexibility in the types of data that can be collected, allowing for various formats and inputs.
- Keeps track of the progress: this enables both parties, you and the clients, to track the progress of submissions, giving the whole collection process some transparency.
- Is secure and compliant: implements robust security measures to protect sensitive information and ensure compliance with data protection regulations and standards governing data collection and privacy. (that's a mouthful)
- Has a feedback mechanism: allows item-level rejection and approval and establish a feedback loop to continuously improve the information collected.
- Can integrate with other systems: integration with other systems or tools to facilitate seamless data transfer and avoid manual data entry.
- Automates: incorporates automation features to streamline repetitive tasks, such as automatic reminders, validations, and data processing. (this is screaming OkaySend)
Is OkaySend an ideal solution for you?
OkaySend vs FileInvite
OkaySend doesn't support PDF filling due to its complexity for clients. We recommend using a questionnaire with clear instructions for each question to ensure your clients understand what's needed.
Our strength lies in efficient content collection. OkaySend excels in automating the crucial process of gathering content.
OkaySend makes collecting information from clients easy!
Automate onboarding and spend 71% less time gathering info.
“...one of our smartest decisions...OkaySend has been a huge time and stress saver.”
Hira Rehman, Growth Manager, Gaper
Automatically move a project along with the right content.
" Best features in one efficient platform. "
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Automated Reminders:
- OkaySend's automatic reminders eliminate the need for manual follow-ups.
- Clients appreciate gentle nudges from a software product, minimizing animosity.
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Centralized Information Hub:
- Everything from files and documents to questions and client comments is accessible in one place.
- Requests for changes can be made directly within OkaySend, streamlining the feedback process.
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Client-Friendly Interface:
- OkaySend provides clients with a clear checklist-style layout, making it easy to understand and navigate.
- Immediate saving of client inputs ensures nothing gets lost, and clients find the platform user-friendly and even enjoyable.
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Mistake-Proof Instructions:
- OkaySend allows for creating foolproof instructions, reducing the chances of clients providing incorrect information.
- Control measures, such as limiting text answers and file sizes, enhance the quality of the received data.
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Additional Benefits:
- OkaySend prioritizes security, adhering to industry best-practice standards.
- Seamless integrations with various tools, including online storage, CRMs, and project management systems.
Demo: try it out for yourself
Demo without signing up or putting down your credit card
Drag, drop, and edit.
Creating and sending requests is simple. If you've ever used Google Forms, you already know how to use the OkaySend editor.
Demo—try out for yourself
Make clients happy.
Forms that don't require login and auto-save progress. Help your clients succeed and offer them a professional experience that delights.
Demo—see what your clients will see
One platform, thousands of use cases.
OkaySend is suitable for designers, accountants, lawyers, or more, from startups to growth stages and beyond, making the process of collecting information and documents from clients easy.
Start with a ready-made template—customize as needed.
Automate away the laborious task of collecting client information and documents.
Times have changed—trade in your manual workflows and swap back-and-forth emails with OkaySend. Start your 14-day FREE trial, today!
Call to Action—Get started
Psst, OkaySend is a web app and doesn't need to be installed (via a CD or otherwise).
Next up...
Check out how OkaySend compares against Dropbox.
Or click here to learn more about how OkaySend is an alternative document collection tool that you should consider in 2024.
Also, explore our Zapier and Make comparisons to see how OkaySend compares to these no-code automation tools.
