Workflow builder
Build workflows,
without the work.
Design custom document collection workflows and forms with our intuitive builder.
Client Onboarding Workflow
Document Collection
ID Verification (Required)
Proof of Address (Required)
Tax Documents (Optional)
Client Information Form
Contact Information
Business Details
Account Preferences
Docusign Signature
Customer Contract
Superdocu Workflow Builder
Create customized workflows
Create the process you need with our flexible workflow and form builder.
Intuitive workflow designer
Add steps in just a few clicks, and customize each step to your needs.
Custom form builder
Create forms, document requests, tasklists or signature request with a large variety of inputs to choose from.
Industry templates
Start from scratch…or not. Use our pre-made workflow templates, and customize them to your needs.
Features
Discover Superdocu's features
Meet your flexible solution to collect documents and information from your contacts,
to onboard them and keep their cases complete and compliant.
Validation Dashboard
Streamline your document workflow with a validation dashboard for all documents and information.
Workflow Builder
Build custom onboarding workflows in just a few clicks, from scratch or using industry-based templates.
Automated follow-ups
Never chase a document manually again: automate reminders in case of missing, invalid or expired document.
Integrations
Integrate with your current workflow, using our API, Webhooks, Zapier or DocuSign integrations.
Branded Portal
Your logo, your colors: provide a seamless experience to your contacts, with a portal that looks just like you!
Ready to automate your onboarding workflow?
Join thousands of businesses that have simplified their document collection process and delighted their clients.
7-Day free trial, cancel anytime.
Reduce collection time by 70%
Automate requests & follow-ups
Ensure your data compliance
Integrate with your tools
