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Self-service Plans
Premium Plan
Add-Ons

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All plans include

  • Unlimited Reusable Templates
  • Interactive Template Assistant
  • Interactive Web Forms
  • Digital Signatures
  • Advanced Document Processing
  • Assign Documents and Forms
  • Custom Branding
  • Multi-level Approvals

FAQ

  • A transaction consists of multiple steps within a workflow that solves a problem from beginning to end regardless of the complexity, steps, or number of signatures collected within the transaction. Transactions are associated to an organization and cannot be split between multiple organizations. Examples of transactions: Ex. 1: Registration Form: Single form that simply sends email notifications when submitted. (1 Transaction) Ex. 2: Send for Signature Workflow: One or more documents are sent for approval requiring signatures to a single party or multiple parties. The workflow may include: customer reminders, notifications, and escalation procedures. (1 Transaction) Ex. 3: Onboarding Workflow: Multiple forms and documents are sent to new employees, vendors, or customers to be filled out. The involved parties can upload supporting documents and images. Workflow may include: approval steps, custom branded emails and notifications, conditional logic routing, data migration, and signature collection. (1 Transaction)
  • All plans are associated to a single Organization. Organizations are able to have unlimited users and groups per Organization. It is not possible to share OnTask transaction across multiple Organizations. If you require multiple Organizations, that is possible as an add-on. Contact us and we will talk through your needs.
  • Professional Services can be used for general onboarding, training, consulting, creating custom workflow templates, configuring integrations, and/or advanced document processing. We are happy to help you be self sufficient or build workflows for you. Service hours can be purchased by the hour or in custom packages. Contact us for options.
  • Try OnTask for free for 14 days, no credit card needed. During the trial, you will be able to build unlimited workflows and transactions for 14 days. All workflow templates you create will be saved to your account and able to be accessed at any time. To activate all features and the Advanced Process Builder, simply upgrade to a paid plan and enter your billing information.
  • OnTask has the ability to integrate to other systems through multiple channels. Connect your form and document data with other apps through our API, Webhooks or Zapier integration.
  • No. You can start with a 14-day free trial and upgrade at any time to a paid plan with more advanced features.
  • We offer a variety of support channels, including a help center, how-to videos, and weekly office hours. We also provide email and chat support during normal business hours (8AM - 5PM ET Monday - Friday). If you're on a Premium Plan or above, you can also get scheduled technical phone consult.
  • Yes, for our monthly plans you can cancel your plan at any time and you will not be charged for the following month. Annual plans may be cancelled and will not renew.
  • OnTask is a HIPAA compliant platform. Covered entities that wish to use OnTask to store information under HIPAA compliance must have at least one OnTask Organization on the Premium Plan and execute a Business Associate Agreement (BAA) with OnTask. BAA’s are available upon request.
  • Yes, your subscription will automatically be renewed until you let us know you would like to change your plan or cancel your account.
  • Digital Signatures is only one of OnTask's features. With OnTask, you can create and manage an entire workflow and put collected signatures to work. OnTask also provides unlimited users giving your team the power to be productive. We don't charge per user and we don't operate in complicated envelopes.
  • Yes! OnTask is hosted on Amazon Web Services. There is encryption in transit and download tokens expire after two weeks to ensure secure routing and data gathering. OnTask is also HIPAA and Soc2 compliant.
  • No. Participants in your business process do not need to sign in with OnTask. Notifications will be sent via email and participants can review, assign, or delegate without having an OnTask account. OnTask provides seamless processes for internal or external use.
  • Contact us to set up a personalized demo that is tailored to your needs.