Botdoc APP Plans

Owned by Wendy Jean
Last updated: Sept 27, 2024
4 min read

Here are the details to the Plans that we offer:

* Owners can set features Globally

STANDARD

  1. Teams: off by default, which means, the end user can NOT finish the request just typing a message

  2. Basic: end user CAN finish the request just typing a message

  3. FREE: end user CAN finish the request just typing a message

 

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)

 

ENTERPRISE + (additional $750/mo)

 

ENTERPRISE + HYBRID (additional $1050/mo)

  • P2 Conversations - Remotely and digitally transact ALL phases of business within ONE encrypted container/session. (Push & Pull data/docs, Chat – real time with your customers, E-Sign (DocuSign) & (Adobe Sign)

  • API connectivity - Allow customer to use their own Botdoc API account to add new and additional capabilities across their enterprise

  • Short Codes - Allow users and remote users to initiate containers via a short-code from their mobile phones

  • Workflow Automation (custom)

  • Remote Users - Remote Users were designed to allow for “outside” individuals to send URL Automations (via short-codes from their mobile phones) to collect documents without needing to have direct access to the Conversations Product.

What is the difference between Owner vs Admin?

FULL VIEW CLICK HERE