Onvoy vs PlatoForms
Onvoy
onvoy.app
PlatoForms
platoforms.comSide by side
| Figure | Onvoy | PlatoForms |
|---|---|---|
| Price from | $29/mo | $10/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 3 | 5 |
| Spec score · Client Intake Software | 8.4 (#8) | 8.5 (#7) |
| 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. |
| Security controls | The DPA states that Onvoy uses TLS encryption, encryption at rest where supported, access controls, strong password hashing, logical data separation, logging and monitoring. | The Trust Center states HIPAA, GDPR, FERPA and CCPA support, WCAG 2.1 AA, 256-bit SSL and AES-256 encryption. |
| Support | Support is offered through the [email protected] address on a commercially reasonable basis. | The contact page says PlatoForms typically responds to support, sales, and pricing inquiries within one business day. |
| What it does | Onvoy combines client intake questions, file uploads, signatures and payment collection in one branded onboarding flow. | PlatoForms is a browser-based form and PDF workflow service that converts existing PDFs into online forms and returns completed PDFs in the original layout. |
Plans
In their own words
Onvoy
Onvoy is a web-based client-onboarding service for freelancers and small agencies. It brings intake questions, file uploads, legally binding e-signatures, and deposit collection into a guided client portal. You can add your logo, colors, and copy, use your own domain, and enable automatic SSL. The flow also supports retainers and invoices through Stripe, with automatic reminders for stalled clients or missing details. Progress views identify clients who are complete, stuck, or overdue, and show where people leave a flow. Onvoy can connect a workspace to Claude and ChatGPT through secure OAuth and MCP for building flows, sending portals, and reporting client status. Clients can complete the sequence on a phone without creating accounts. The service is not a CRM, project manager, or invoicing suite. The free plan costs nothing and allows five onboardings per month and one team member. Starter costs $29 a month; Pro costs $79 a month. A free trial is available.
PlatoForms
PlatoForms converts existing PDFs into online forms and returns completed PDFs in the original format after submission. Its AI can detect fields in PDFs and generate document sections, fields, and signature blocks from a description. Forms can use a classic layout or ask one question at a time in a conversational format. Workflow tools support multi-step approvals, branching, parallel paths, and routing one PDF among several people. PlatoForms offers more than 2,000 form and document templates, integrations with file storage, payment, and automation services, and REST APIs for submissions, prefilled fields, completed-PDF webhooks, invitations, and form management. Forms can collect Stripe, PayPal, or Square payments; PlatoForms says it adds no transaction fees. The listed plans are Free at free, Bronze at $10 a month, Silver at $30 a month, and Gold at $80 a month, with paid-plan billing listed annually. Free and trial accounts retain data for a fixed three months; premium plans can choose a retention period from seven days to forever.