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Here are the details to the Plans that we offer:

* Owners can set features Globally

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  • enable/disable Push/Pull on Dashboard- If your company does not PUSH requests out you can have the PUSH side of your dashboard disabled.

  • Change user passwords/access user account

  • enable/disable users "change email" tab in users profile

  • enable/disable users use of team photo * on Completed request

  • enable/disable team profile * (Virtual business card) on completed request

  • enable/disable blocking domain so no employee can create free account

  • enable password expire * for all users - force users to change passwords

  • SMTP - * email sending options

  • Change Background color * on request pages

  • Disclaimer Box - * shows on email and email/SMS landing pages

  • Customize Personal URL message – Change the email/SMS (Pull) default request message to your recipient (Hello, this is the file request you just created at Company Name Botdoc page)

  • Disable 2 Step Auth * on Push requests (uncheck)

  • Inactivity Session Timeout *  set a default value for all users

  • Disable recipient to send message only with no file upload (contact support@botdoc.io)

  • Social Login - a form of single sign on using existing information from a social networking service such as Google or Microsoft, to log into Botdoc, designed to simplify logins for usersor authentication method that enables users to log into Botdoc using their existing social network accounts (Google and Microsoft) to confirm their identity.

  • P2/Conversations - * set as your dashboard default(Some users operate more inside the P2/Conversations while others use the main dashboard, this allows the team owner or users to change their landing page after log in)

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ENTERPRISE (additional $500/mo)

  • Botdoc Branding - * enable/disable "create free account now" & “powered by Botdoc” (Personal URL, Request pages and completion pages)

  • Custom email template

  • Auto-Forward - Pull Requests can be seen by Admins

  • Auto-Forward - Push requests can be seen by Admins

  • Request Message Box/Push&Pull - * pre-canned message

  • Change User’s Profile – change any users profile within your team

  • Enable/disable request method on Personal URL page – * Allow the user to accept Email only or SMS only requests from customers

  • Enable Pull URL auto-reply – * create a custom auto-reply email to a recipient through a users personal URL page (welcome email, thank you email, or even 2nd step in PPP process email) - VIDEO available

  • Enable/disable “reply to” – “reply to” to be sent to the user who sent the pull/push request to customer vs no-reply

  • Organization/Manage multiple Teams – Owners and Admins can now be Organization Owners/Admins which will allow you to manage and view multiple teams as well as set “privacy settings” for Owners, Admins or all users.

    • SSO/Single Sign - * This feature is tied to the Organization feature and permits a user to one set of login credentials (like using the credentials to your company email) reducing all user application logins to one login for greater security and convenience.

  • Queue Feature - Assign users access to all requests within a Queue or multiple Queues. Users can grab or assign requests to others in the Queue. (This removes the need for Teams to have multiple users logging into one account with the same password)

  • Custom Subject Line – * Replace Botdoc’s Push and Pull default email subject line to recipients by setting a custom Team default subject line.

  • Public URL Subject Line – When using the personal URL link in your email signature block allow your recipients to enter their own subject line when uploading documents.  This subject line will be included in all email notifications to team users.

  • Lock User TFA login - * Owners can globally set TFA login for all users.

  • Lock User 2 Factor Authentication on PUSH dashboard - * Owners can globally lock the “Push” 2 step auth for all users on their team. This will force all users to use the 2-factor authentication when sending a Push.

  • P2 Container Report/Transcript- Owners can now enable specific reporting features to email anyone on the team or a participant a transcript of the P2 container which includes chat history, features etc. (choose to censor certain data)

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