The Agency onboarding template helps you collect documents and information in a structured, secure workflow. This template will help you onboard any client of your agency.
Who is this template for?
This template is designed for professionals in Agency, Customers, Marketing. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 6 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Basic information (Form) – Fields: First Name, Last Name, I accept to have my data processed by Superdocu on behalf of %{company}
- Company information (Form) – Fields: Company name, Your industry, Country, Company address, Company size and more
- Your project (Form) – Fields: Project description, Project goals, Budget (in USD)
- Documents (Document upload) – Fields: Company logo, Company assets
- Thank you! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Company logo | Your company logo, ideally in a transparent PNG format. |
| Company assets | Upload fonts, graphic assets and any other material we might need here! |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Agency onboarding template?
It is a ready-to-use document collection template with 6 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Agency onboarding template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Agency onboarding” template, and start collecting documents today. Check our pricing for details.