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    360Onboard

    Last update 7 months ago

    Client onboarding in minutes, not days (Coupon inside)

    About 360Onboard

    Coupon: LTDHUNT for 45% off

    360Onboard brings together forms, guides, file uploads, and e-signatures in one structured onboarding flow.

    You send a single personalized link, and clients complete everything without switching tools.

    The platform includes custom questionnaires with 15+ templates you can use or adapt for different industries.

    Guides help walk clients through steps with instructions, checklists, and upload requests to keep everything organized.

    E-signatures are built directly into the flow, removing the need for external services or manual document handling.

    White-labeling lets you use your domain, logo, colors, and branded emails so clients only see your company.

    Automated reminders and notifications help reduce delays by prompting clients to finish pending steps.

    Developers and teams can use webhooks, a REST API, and integrations with tools like Pabbly or Zapier to automate downstream workflows.

    The goal is to create a clear onboarding experience that feels structured, branded, and easy to maintain as your client base grows.

    Key Features:

    One-link onboarding with forms, guides, uploads, and e-signatures

    15+ pre-built templates for questionnaires across different industries

    Full white-labeling with custom domains, branded emails, and no platform branding

    Automated reminders and status notifications for smooth progression

    Webhooks, REST API, and Zapier/Pabbly integrations for workflow automation

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