Pay Annually and Save 10%
You Build
We Build
You Build
You Build
Starter
Get started with unlimited users. Your entire team can create workflows and fillable forms, as well as send and route documents for signature.
$25
Monthly USD
$270
Annual USD
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25 Transactions Monthly
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Unlimited Users
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Electronic Signatures
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No Code Workflow Builder Access
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Unlimited Reusable Templates
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Configurable Workflow Routing
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Multi-level Approvals
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Real-time Tracking
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SOC2, HIPAA and FERPA Compliant
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Mobile Friendly
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Basic Support
You Build
Business
For teams that have higher volume and customization needs. We offer support getting started and features to help you scale.
$99
Monthly USD
$1,070
Annual USD
All Starter features, plus:
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150 Transactions Monthly
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1 hour Training
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Custom Branding
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Bulk Send Workflows
We Build
We Build
Enterprise
For teams that require advanced capabilities and features. Receive priority support, custom built workflows and integration capabilities.
Starting at
$275
Monthly USD
$3,000
Annual USD
All Business features, plus:
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Transaction Based Pricing
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5 Professional Service Hours (Monthly plan)
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10 Professional Service Hours (Annual plan)
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Custom Built & Maintained Workflows
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Integrations
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BAA
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Custom SMTP
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Per Employee Pricing Options
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SMS/Text Messaging
We Build
Most Popular
Health Tracking
For teams that require a tracking solution for company vaccinations, wellness test results and health screenings. Support and tools to help you quickly deploy and maintain your company tracking initiatives.
Starting at
$275
Monthly USD
$3,000
Annual USD
All Business features, plus:
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Employee-based Pricing
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10 Professional Service Hours
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Custom Built & Maintained Workflows
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Integrations
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BAA
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Custom SMTP
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SMS/Text Messaging
Compare Plans
| FEATURES |
Starter
|
Business
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Enterprise
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Health Tracking
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|---|---|---|---|---|---|
| Unlimited Users |
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Add as many users in your OnTask account as you need to. Each user creates their own login. Your administrator can limit user access. |
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| Electronic Signatures |
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Collect legally binding eSignatures. |
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| Free Storage |
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Store documents and data securely within OnTask for up to 7 years. |
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| No Code Workflow Builder Access |
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Build your own workflows or modify existing templates. Whether your workflow is simple or complex, this was designed with you in mind. Need a quick tutorial to get started? Let us know! |
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| Unlimited Reusable Templates |
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Effortlessly ensure both quality and consistency with templates that can be reused and modified at any time. |
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| Configurable Workflow Routing |
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Set workflows to send to specified parties once certain tasks have been completed. |
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| Multi-level Approvals |
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Have documents flow through multiple participants to review and approve. |
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| Real-time Tracking |
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Track workflows, and show completion and signature status in real time on the OnTask dashboard. |
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| SOC2, HIPAA and FERPA Compliant |
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*HIPAA compliance with a signed BAA requires an Enterprise Plan. |
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| Mobile Friendly |
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Access or complete tasks, documents or forms in workflows from any device. |
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| Basic Support |
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Basic support offers a variety of support channels to our customers, including a help center, how-to videos, and weekly office hours. You can also email or chat with our support team during normal business hours. Users with professional service hours also receive technical phone support. |
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| Third party Integrations |
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Enjoy direct integrations for Zapier, Google Drive and Sharepoint. The Zapier integration is included with all plans, but your Customer Success Manager will need to activate your access. |
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| Bulk Send |
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Send individual requests for signature or form fill to a large list of recipients in one click. If you need extra transactions to support bulk sending, contact us today. |
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| Custom Branding |
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Build a consistent customer experience at the originzation and group level by customizing your emails and workflows with your logo, colors and messaging. |
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| Transactions |
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Each time a workflow is started, it is considered one transaction. Watch our video for a better understanding. If you need additional transactions, let us know. We are happy to work out the right plan for you. |
25 per month |
150 per month |
Custom |
Custom |
| Onboarding Professional Services Hours |
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Receive training or work with our support team to build out your workflows. |
1 |
1 |
5 mo. / 10 annual |
10 |
| Custom Built & Maintained Workflows |
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You dream it, we build it and maintain it. |
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| BAA |
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Also known as a Business Associate Agreement, BAA’s are regulatory agreements which are legally binding and satisfy HIPAA requirements. |
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| Custom SMTP |
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SMTP integration is an excellent way to help ensure that confirmation emails and notification emails from your online forms are delivered properly. |
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| API Access |
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Create custom document generating workflows, and collect eSignatures within your application with API capabilities. See more on API options here. |
$ |
$ |
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| Custom Integrations |
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Integrate with your CRM, HRIS and other applications. |
$ |
$ |
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| SMS Text Messaging |
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Send links using SMS text messages to collect forms and have documents completed. Your company will receive a unique number. |
$ |
$ |
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| Additional Transactions |
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Does the plan seem right, but you think you’ll need more transactions? Contact us and we will work out a plan that is right for you. |
$ |
$ |
$ |
$ |
| Advance Dashboard Capabilities |
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Use your data collected to create a custom dashboard to see where people are in the process. |
$ |
$ |
$ |
$ |