Superdocu

Superdocu is a document collection and onboarding platform offered by Superdocu. According to the vendor, it aims to streamline businesses' document collection processes. It is designed to be suitable for businesses of various sizes, including startups, small and medium-sized enterprises (SMEs), and larger organizations. Superdocu can be used by professionals and industries such as mortgage brokers, real estate agencies, staffing agencies, agencies, and the construction sector.

Key Features

Document Collection: According to the vendor, Superdocu allows businesses to collect various types of documents from their clients, employees, or suppliers. Users can define templates for the required documents and invite contacts to upload the necessary files. The vendor claims that documents can be easily verified, accepted, or rejected with just one click, and all client documents can be exported efficiently.

Form Builder: Superdocu offers a form builder feature that enables users to create custom forms to collect data from their contacts. The vendor states that these forms can be validated and approved or rejected with a single click. Users can schedule automated reminders to prompt contacts to fill in any missing information, and manual reminders can be sent to those who have forgotten to submit required data.

Branded Client Portal: Superdocu provides a white-label interface that allows businesses to offer their contacts a seamless experience. The vendor claims that the portal can be customized with the company's logo, colors, and contact details. Personalized email templates can be used to extend the brand experience in contacts' inboxes, and users have the option to use their own subdomain for the client portal.

Automated Reminders: According to the vendor, Superdocu allows users to schedule automated reminders in case of missing documents or information. The frequency and content of reminders can be customized to fit specific needs. Manual reminders can also be sent, providing contacts with all the necessary information to upload any missing documents. Contacts receive email notifications if their documents are rejected.

Zapier Integration: Superdocu offers integration with Zapier, allowing users to connect with over 2,000 other web services. The vendor states that this integration enables users to automate tasks and build workflows between apps without any coding. Each Zap has a trigger app and one or more action apps, facilitating automatic data transfer.