Roadmap
We want to make collecting information from clients easier than ever.
This roadmap isn't exhaustive and may change based on user feedback. Please reach out with your requests and suggestions. This is your chance to influence what we build. We want to build for you and are all ears!
Updated: September 12, 2024
Core Integrations, File Safety and Other Security Enhancements
- OneDrive Integration
Integrate with OneDrive for seamless file management and storage.
- Anti-virus Screenings of Collected Documents and Media Files
Implement anti-virus screenings to ensure that collected documents and media files are safe from malware.
Enhanced Functionality and User Experience
- E-sign (Ability to Collect Signatures)
Implement e-signature capabilities to allow users to collect digital signatures on documents.
- Multiple Clients per Request / Client Portal
Develop a client portal that supports multiple clients per request.
Advanced Customization and Monitoring
- Activity Logs
Implement activity logs to track user actions and changes for better monitoring and auditing.
- Edit Reminder Email Body (English Language)
Enable you to customize the body of reminder emails to better fit your communication style.
Developer Tools
- API
Add an easy-to-use no-code API to integrate with other systems and customize workflows.
Security and Additional Integrations
- OTP for Extra Security
Implement OTP to enhance security by sending a code to the client’s email address for access.
- Make (Integromat) Integration
Integrate with Make to automate workflows and connect with other apps and services.
- Chrome Extension
Develop a Chrome extension for easier access to OkaySend from with in Gmail.
- AI Request Builder
AI to help build checklists in seconds.
Psst! We are constantly fixing bugs, making improvements, and iterating on product features. Have a suggestion, question, or feedback? Feel free to reach out to help@okaysend.com. We're super friendly!
