Superdocu is a platform that may accumulate, validate, and hold your third-party information present inside a safe and customised portal.
Superdocu permits you to construct accessible onboarding and validation workflows to your shoppers, workers, and suppliers.
Just invite the contacts you need onboarded to the platform, and so they can observe a step-by-step course of to start out working with your online business.
They can view welcome messages, fill out kinds, and add crucial paperwork inside minutes.
Best of all, you’ll be able to invite as much as 100 folks in a couple of seconds, then customise the listing of paperwork wanted for every sort of respondent.
Change your workflow settings and add reminders to onboard folks in a straightforward and arranged manner.
The platform supplies a safe portal the place contacts can simply add their information by their pc or cell machine.
Customize the house by including your brand, profile pic, contact particulars, and model colours to supply your shoppers with a well-known model expertise.
The portals can even use your customized area or subdomain (e.g., “onboarding.yourwebsite.com/”), so it seems like an extension of your organization web site.
You may even provide a branded expertise inside your contacts’ inboxes by sending emails together with your model colours, contact particulars, and brand.
Build branded shopper portals to rapidly onboard shoppers and get their important info.
If you’re bored with organizing information throughout a number of onerous drives, you should utilize Superdocu to collect and handle paperwork from all of your contacts, shoppers, and workers.
Build doc templates and accumulate any doc sort, so that you don’t need to waste time looking email threads and file folders to search out what you want.
Upon receiving the paperwork, you’ll be able to validate or reject them in a single click on, then ask shoppers to re-upload rejected information robotically!
You don’t need to open and save every attachment anymore, both. Superdocu permits you to export your whole shopper paperwork with the press of a button.
Head to the validation dashboard to simply accept or reject paperwork and data.
What in case your shopper forgets to ship an necessary doc or uploads an expired ID? Well, Superdocu can ship email notifications to alert shoppers to the problem so that you don’t need to.
The instrument additionally lets you ship automated reminders to re-upload lacking or rejected paperwork.
Even when shoppers ship the flawed information, you’ll be able to rapidly get them up to the mark by selecting the frequency of follow-ups you’ll ship and customizing your content material.
Best of all, you’ll be able to automate your invites with Superdocu’s Zapier integration. If you closed a deal in your favourite CRM, you’ll be able to robotically invite your shopper to fill their information in Superdocu.
Create new kinds and follow-ups on the templates dashboard.
Onboarding a brand new shopper shouldn’t really feel like taking part in 20 questions on a primary date. (“Are you a marketer? Do you like new customers? Are you available Tuesdays at 3 p.m.?”)
With Superdocu, you’ll be able to rapidly onboard new shoppers, collect all crucial paperwork, ship automated follow-ups, and ensure all of it will get accomplished proper.
Make onboarding a breeze.
Get lifetime entry to Superdocu in the present day!
