
Onvoy
7.2#8 in client intake softwareFrom $29 a monthFree planWebAPI
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| Fact | Onvoy | PlatoForms |
|---|---|---|
| Data retention | Deleted onboardings and uploaded files may remain recoverable for up to 30 days, while account deletion removes uploaded files without that recovery period. | Free and trial accounts have a fixed three-month retention period, while premium plans can choose retention from seven days to forever. |
| Documentation | The public site exposes product pages, templates, blog guides and legal documents, but no public developer documentation portal was found. | The user guide covers account setup, form types, PDF and web builders, fields, logic, publishing, notifications, languages and sharing. |
| Integrations | Official pages name Stripe, Claude, ChatGPT, OAuth and MCP as connected services or connectors. | Native connections include Slack, Google Drive, Dropbox, OneDrive, Box, Stripe, PayPal and Square, while Zapier and Make provide broader app connectivity. |
| Payments | Onvoy supports deposits, retainers and invoices through Stripe inside the onboarding flow. | Stripe, PayPal, and Square payments can be collected directly in forms, and PlatoForms states it charges no additional transaction fees. |
| Security | Onvoy states that it uses encryption in transit, access controls, secure password hashing, and reputable infrastructure providers. | The Trust Center states that data in transit uses TLS 1.2 or higher with 256-bit encryption and stored data uses AES-256 encryption. |
Onvoy suits freelancers and small agencies that want a branded onboarding flow for collecting client details, files, signatures, and payments. Its plans also address growing freelancers and multi-seat agency teams.
PlatoForms suits teams that need to turn PDFs into online forms, collect submissions or payments, and route documents through approvals. The company says it is used by healthcare providers, schools, legal teams, enterprises, and public-sector organizations.