Onboarding without the chasing.
Send one link to a new client or vendor. Xenpai collects their details and documents, gets your terms signed and follows up until everything's in.
› Vendor onboarding: company name, address, tax ID, bank details, a W-9 and a certificate of insurance. Check the insurance hasn't expired, and remind anyone missing documents after two days.
Xenpai shows its plan, you check it, and it goes live with one click.
Everything around the form, set up for you.
A few short steps
Company, contacts, goals and billing, split into steps people can finish in one go or come back to.
E-signatures
People sign your terms right on the form, with their name and the time recorded.
Sensitive details kept back
Tax IDs and bank details are never shown in full again, and changing them needs a code sent to the person's email.
Documents
W-9s, insurance certificates and contracts, uploaded with each submission and kept in one library.
Checked and chased
An assistant checks each submission against your rules, asks for what's missing and reminds anyone who doesn't reply.
A welcome email with a PDF
Send a welcome email with a PDF summary of everything they sent, in your colors.
Your tools
Keep a Google Sheet up to date, save files to Google Drive, post to Slack, or send each submission to another app.
Your team
Invite staff to work on submissions and viewers to follow along.
From one message to live, in about a minute.
Say what you need
Who fills it in, what you ask, what they pay.
Check the plan
Xenpai shows exactly what it will set up. Ask for changes.
Share one link
The form, payments and emails go live together.
Questions
Is it safe for bank details?
Sensitive answers are masked once they're sent, and changing them through a personal link needs a code sent to the person's email.
Can clients fix their own mistakes?
Yes. Each person gets a personal link to update their answers, so you don't have to retype anything.
Does it work with my other tools?
Yes: Google Sheets, Google Drive and Docs, Slack, and any other app that takes webhooks.
Can I start from a ready-made setup?
Yes. There are ready-made client and vendor onboarding setups you can go live with, then change anything by asking.