You generated the document. Now you need data back — an intake form, a signed agreement, updated information from a client. DataRequests close that loop without email threads, phone tag, or manual re-entry.
You send a contract, an intake form, or a renewal notice. Now you're waiting. Some recipients reply immediately. Others take days. A few never respond. When responses do arrive, the data is in a dozen different formats — some typed, some hand-edited in the attached PDF, some just replied inline.
Someone has to read every reply, extract the data, and type it into your system. Every time. For every recipient.
DataRequests replace that entire workflow. Each recipient gets a unique, secure link to a mobile-friendly form. They fill it in. The data comes back structured, matched to the original record, archived automatically.
Design a Word document with <<FieldName>> tokens
for the data you want to collect. The template defines both what the recipient sees
and what you get back.
DataPublisher generates one DataRequest per recipient row in your data source. Each goes out via Microsoft Graph email or SMS with a unique, secure link — no shared URLs.
Recipients open the link on any device. A mobile-optimized form lets them complete fields, upload supporting files, and e-sign in one session — no account required.
Structured data arrives matched to the original record. Completion status updates in the task pane dashboard. No inbox scanning, no manual matching.
Send a listing agreement, collect the seller's signatures and disclosure data back — all from one DataRequest. No separate DocuSign envelope.
Distribute enrollment packets to every student. Collect completed forms, guardian signatures, and health information in structured responses — no paper, no scanning.
Send subcontractor agreements. Get lien waivers, insurance certificates, and signed change orders back as structured responses linked to the job record.
Onboard new clients at scale. Generate an engagement letter per client, collect intake forms and signed terms in one step, archive everything to the client record.
Every recipient URL is cryptographically signed. The link works for that recipient's record only. It can't be shared or reused to submit on someone else's behalf.
Recipients never create an account. The link is the credential. Low friction for the recipient, full accountability for you.
When a DataRequest includes e-signature, the document is hashed before and after signing. Any modification to the document content invalidates the signature.
Start your 14-day free trial. No credit card required. Send your first DataRequest in one session.
Individual $19/mo · Professional $39/mo · Business $79/mo