Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Templates
- Notary Capable
- Custom Branding
- Signer Authentication
- Wufoo, Salesforce, CRM’s
- Smart Tags®
- Alerts and Status
- Business Reporting
- Customized Document Sending Capacity
- Sign From Emails or Websites
- Batch Send Documents
- All Sign at Once
- Custom API Integration
- Custom Support Plans
- Customized Reporting
Pricing Info
Pricing Info
DocVerify offers four pricing packages that cater to different user types with different business needs. A free account option is also available.
Individual Plan – $1/user/month
- Maximum Users: 1
- Send Documents for Signature: 5/month
Professional Plan – $9.95/user/month
- Users: 1 to 10
- Send Documents for Signature: Unlimited
- Templates
- Notary Capable
- Custom Branding
- Signer Authentication
Business Plan – $19.95/user/month
- All Pro features
- Wufoo, Salesforce, CRM’s
- Smart Tags
- Alerts and Status
- Business Reporting
Enterprise Plan – $12.95/user/month
- All Business features
- 10 or more users
- Customizable Documents for Signature
- Customized Document Sending Capacity
- Sign From Emails or Websites
- Batch Send Documents
- All Sign at Once
- Custom API Integration
- Custom Support Plans
- Customized Reporting
- Easy Sign
- WebHook
- Bulk Send
- Instaform
Integrations
Integrations
DocVerify offers integration with the following business systems and applications:
- WuFoo
- Salesforce
- Oracle
- API
- Easy Sign Add On
- WebHook
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pomona College, QuikStor, State of Pennsylvania
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
DocVerify is an industry standard eSignature solution trusted by both businesses and individuals every day.
Company Email
support@docverify.com
Company's Address
DocVerify, Inc.
2030 Main Street. Suite 1300
Irvine, CA 92614
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
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You shouldn’t expect exclusively a wide set of features and adjustable pricing plans from a well-known Accounting Software. Almost as essential as key features is a trustworthy customer support. You want to make sure that when you have any questions about DocVerify or Upflow, or you struggle with some problems, or maybe you’ll want to ask for a certain revision or feature beneficial to your business you can count on a responsive and helpful customer support. Check out if services such as phone support, tickets or live chat are available. What is more, it’s a big plus if you can enjoy individual training or at least a knowledge base you can use.
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