Document Upload
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Overview
About this App
Spending hours chasing documents only to spend more time reviewing and extracting the data you need? FolioReady helps you get the files you need. Add AI automation and focus on core business activities.
What the listing highlights
- Custom Forms For Documents, Files and Customer Information
- Onboard New Clients Without Endless Email Chains
- AI - Automated Classification & Summaries
- Integrated With Your Existing Apps
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Plan comparison
Pricing & Plans
From $15 / month7-day free trial
Essential
$12 / month
$144 billed yearly Save 20% yearly$15 / month
- Inbound Forms & Documents
- Notifications and Alerts
- Integrations & Automation
Professional
$39 / month
$468 billed yearly Save 20% yearly$49 / month
- Outbound Forms & Documents
- Reminders and Follow Up Actions
- Integrations & Automation
Detailed App featuresCompare all 5 structured features
| Feature | Paid planEssential | Paid planProfessional |
|---|---|---|
| Inbound Forms & DocumentsSay Goodbye to Email Chaos. Make it simple for clients to send you documents | 20 Uploads Per Week | 50 Uploads Per Week |
| Integrations & Automation | Included | Included |
| Notifications and Alerts | Included | Included |
| Reminders and Follow Up ActionsSend reminders to clients and set deadlines for the documents to be delivered | Not included | Included |
| Outbound Forms & DocumentsRequest documents from existing clients. | Not included | Included |