From the SheetXAI Team with ❤️
From the SheetXAI Team with ❤️
From the SheetXAI Team with ❤️
Client Onboarding in Minutes, Not Days
Client Onboarding in Minutes, Not Days
Client Onboarding in Minutes, Not Days
Stop chasing clients for signatures and info. Send one link, get everything done automatically.
Stop chasing clients for signatures and info. Send one link, get everything done automatically.
Stop chasing clients for signatures and info. Send one link, get everything done automatically.
Pay once, use forever
Pay once, use forever
Pay once, use forever
Everything you need for seamless onboarding
Smart Automation
Automated reminders and notifications keep clients moving. No more manual follow-ups or clients falling through the cracks.
Smart Automation
Automated reminders and notifications keep clients moving. No more manual follow-ups or clients falling through the cracks.
Smart Automation
Automated reminders and notifications keep clients moving. No more manual follow-ups or clients falling through the cracks.
Custom Branding
Your logo, colors, and custom domain. Clients see your brand, not ours. Remove all "powered by" badges.
Custom Branding
Your logo, colors, and custom domain. Clients see your brand, not ours. Remove all "powered by" badges.
Custom Branding
Your logo, colors, and custom domain. Clients see your brand, not ours. Remove all "powered by" badges.
E-Signatures
Get contracts and documents signed in seconds. No printing, scanning, or mailing. Just click and done.
E-Signatures
Get contracts and documents signed in seconds. No printing, scanning, or mailing. Just click and done.
E-Signatures
Get contracts and documents signed in seconds. No printing, scanning, or mailing. Just click and done.
Turn chaos into a polished client experience
Turn chaos into a polished client experience
Understand customers & plan marketing accordingly.
Questionnaires
Questionnaires
Collect client information, feedback, and requirements. Build custom forms or use our 15+ industry-specific templates.
Guides
Guides
Guide clients on what to send and when. Add instructions, checklists, and file upload requests. Keep everyone on the same page.
E-Signatures
E-Signatures
Contracts, NDAs, and service agreements signed instantly.
No DocuSign fees. Clients sign right in the flow.
White-Label Everything
White-Label Everything
White-Label Everything
Clients see only your company from start to finish. No "powered by" badges, no third-party branding. 100% yours.
Clients see only your company from start to finish. No "powered by" badges, no third-party branding. 100% yours.
Clients see only your company from start to finish. No "powered by" badges, no third-party branding. 100% yours.
Custom domain (onboarding.yourcompany.com)
Custom domain (onboarding.yourcompany.com)
Custom domain (onboarding.yourcompany.com)
Custom branded emails with your logo
Custom branded emails with your logo
Custom branded emails with your logo
Personalized links (onboarding.yourcompany.com/clientname)
Personalized links (onboarding.yourcompany.com/clientname)
Personalized links (onboarding.yourcompany.com/clientname)
Remove all platform branding
Remove all platform branding
Remove all platform branding
Automate everything with webhooks & API
Automate everything with webhooks & API
Connect 360Onboard to your CRM, Slack, or any tool. When a client completes onboarding, automatically trigger your next workflow.
Webhook events
Webhook events
Webhook events
REST API access
REST API access
REST API access
Pabbly and Zapier ready
Pabbly and Zapier ready
Pabbly and Zapier ready
Custom integrations
Custom integrations
Custom integrations
PS: Open this page on desktop or tablet to see a detailed pricing table
LTD
45% Off
Starter
Test onboarding automation with basic features
$125
Features
All the basics
3 active onboarding flows
5 clients per month
5 e-signatures per month
All form templates
Agency notification when client completes
Professional
Complete onboarding system with AI and branding
$250
Features
Everything in Starter plus:
10 active onboarding flows
15 clients per month
Unlimited e-signatures
Custom domain & branding
Client notifications (invited) + automated reminders
15 active personalized client links
White-label emails
3 team seats
Future native integrations (calendars, client portals, etc)
Payment Integrations (Stripe, Paypal, etc)🔜
3 Workspaces
AI Contract builder + BYOK 🔜
AI Flow Builder + BYOK 🔜
Agency
Unlimited everything + automation for scaling teams
$390
Features
Everything in Professional plus:
Unlimited flows & clients
Unlimited e-signatures
Webhooks & API access
Unlimited personalized links
20 team seats
10 Workspaces
Unlimited one-click client account access (like Leadsie.com or connexify.io ($549 value on APPSUMO)) 🔜
LTD
45% Off
Starter
Test onboarding automation with basic features
$125
Features
All the basics
3 active onboarding flows
5 clients per month
5 e-signatures per month
All form templates
Agency notification when client completes
Professional
Complete onboarding system with AI and branding
$250
Features
Everything in Starter plus:
10 active onboarding flows
15 clients per month
Unlimited e-signatures
Custom domain & branding
Client notifications (invited) + automated reminders
15 active personalized client links
White-label emails
3 team seats
Future native integrations (calendars, client portals, etc)
Payment Integrations (Stripe, Paypal, etc)🔜
3 Workspaces
AI Contract builder + BYOK 🔜
AI Flow Builder + BYOK 🔜
Agency
Unlimited everything + automation for scaling teams
$390
Features
Everything in Professional plus:
Unlimited flows & clients
Unlimited e-signatures
Webhooks & API access
Unlimited personalized links
20 team seats
10 Workspaces
Unlimited one-click client account access (like Leadsie.com or connexify.io ($549 value on APPSUMO)) 🔜
LTD
45% Off
Starter
Test onboarding automation with basic features
$125
Features
All the basics
3 active onboarding flows
5 clients per month
5 e-signatures per month
All form templates
Agency notification when client completes
Professional
Complete onboarding system with AI and branding
$250
Features
Everything in Starter plus:
10 active onboarding flows
15 clients per month
Unlimited e-signatures
Custom domain & branding
Client notifications (invited) + automated reminders
15 active personalized client links
White-label emails
3 team seats
Future native integrations (calendars, client portals, etc)
Payment Integrations (Stripe, Paypal, etc)🔜
3 Workspaces
AI Contract builder + BYOK 🔜
AI Flow Builder + BYOK 🔜
Agency
Unlimited everything + automation for scaling teams
$390
Features
Everything in Professional plus:
Unlimited flows & clients
Unlimited e-signatures
Webhooks & API access
Unlimited personalized links
20 team seats
10 Workspaces
Unlimited one-click client account access (like Leadsie.com or connexify.io ($549 value on APPSUMO)) 🔜
Basic Tools
Starter
$69
45% Off BFCM Deal
Professional
$138
45% Off BFCM Deal
Agency
$215
45% Off BFCM Deal
Active Onboarding Flows
3
10
Unlimited
Clients Per Month
5
15
Unlimited
E-signatures per month
5
Unlimited
Unlimited
Storage Duration
30
60
90
Active Personalized Client Links
15
Unlimited
Team Seats
3
20
Workspaces
3
10
All form templates
Payment integrations 🔜
Automated Reminders
White-label emails
Client Invitation Notifications
Agency notification when client completes
Custom domain & branding
Native Integrations (calendars, client portals, Google drive, etc) 🔜
AI Contract builder BYOK 🔜
AI Flow Builder BYOK 🔜
Unlimited one-click client account access (like Leadsie.com or connexify.io ($549 value on APPSUMO)) 🔜
Webhooks
API access
Basic Tools
Starter
$69
45% Off BFCM Deal
Professional
$138
45% Off BFCM Deal
Agency
$215
45% Off BFCM Deal
Active Onboarding Flows
3
10
Unlimited
Clients Per Month
5
15
Unlimited
E-signatures per month
5
Unlimited
Unlimited
Storage Duration
30
60
90
Active Personalized Client Links
15
Unlimited
Team Seats
3
20
Workspaces
3
10
All form templates
Payment integrations 🔜
Automated Reminders
White-label emails
Client Invitation Notifications
Agency notification when client completes
Custom domain & branding
Native Integrations (calendars, client portals, Google drive, etc) 🔜
AI Contract builder BYOK 🔜
AI Flow Builder BYOK 🔜
Unlimited one-click client account access (like Leadsie.com or connexify.io ($549 value on APPSUMO)) 🔜
Webhooks
API access
Frequently Asked Questions
When will the "coming soon" features launch?
OAuth marketing account access is expected before Christmas 2025 - this takes time because Facebook, Google, and other platforms must approve our app as an official partner first. AI Flow Builder and AI Contract Builder are launching January 2026 - we need real users on the platform first so we can build the perfect AI models based on actual usage patterns. Native integrations (calendars, etc.) are also coming Q1 2026 for the same reason - we want user feedback to create the perfect integrations you actually need.
Why buy now if some features are "coming soon"?
What happens after I hit my monthly limits?
Can I upgrade later?
What if I need more than 15 team seats?
What's your refund policy?
Do my clients need accounts?
Can I use this for both client AND employee onboarding?
When will the "coming soon" features launch?
OAuth marketing account access is expected before Christmas 2025 - this takes time because Facebook, Google, and other platforms must approve our app as an official partner first. AI Flow Builder and AI Contract Builder are launching January 2026 - we need real users on the platform first so we can build the perfect AI models based on actual usage patterns. Native integrations (calendars, etc.) are also coming Q1 2026 for the same reason - we want user feedback to create the perfect integrations you actually need.
Why buy now if some features are "coming soon"?
What happens after I hit my monthly limits?
Can I upgrade later?
What if I need more than 15 team seats?
What's your refund policy?
Do my clients need accounts?
Can I use this for both client AND employee onboarding?
When will the "coming soon" features launch?
OAuth marketing account access is expected before Christmas 2025 - this takes time because Facebook, Google, and other platforms must approve our app as an official partner first. AI Flow Builder and AI Contract Builder are launching January 2026 - we need real users on the platform first so we can build the perfect AI models based on actual usage patterns. Native integrations (calendars, etc.) are also coming Q1 2026 for the same reason - we want user feedback to create the perfect integrations you actually need.
Why buy now if some features are "coming soon"?
What happens after I hit my monthly limits?
Can I upgrade later?
What if I need more than 15 team seats?
What's your refund policy?
Do my clients need accounts?
Can I use this for both client AND employee onboarding?
