Onvoy vs PlatoForms

Onvoy8.9Visit PlatoForms8.7Visit

Higher score Onvoy #4 in Client Intake Software 8.9/10 Free plan Free plan✓ 5 of 5 features Visit Onvoy

vs

PlatoForms #6 in Client Intake Software 8.7/10 Free plan · 15-day trial Free planFree trial✓ 4 of 5 features Visit PlatoForms

• Onvoy fits best

  Small teams wanting free intake with payments

• PlatoForms fits best

  PDF-heavy intake with low-cost payments

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Side by side

Feature	Onvoy 8.9/10 Visit ↗	PlatoForms 8.7/10 Visit ↗
At a glance
Editor score	8.9	8.7
Ranking	#4 in Client Intake Software	#6 in Client Intake Software
Best for	Small teams wanting free intake with payments	PDF-heavy intake with low-cost payments
Pricing model	Free plan + paid	Free plan + paid
Starting price	$29/mo	$120/yr
Free plan	✓	✓
Free trial	—	15 days
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email	Docs
Compliance	GDPR	HIPAA, 2FA
Integrations	5 integrations	9,000+ integrations
Built for	Solo, Small business	Solo, Small business, Mid-market, Enterprise
Features Onvoy 5/5 · PlatoForms 4/5
Client portal	✓ (best)	Not checked yet
E-signatures	✓	✓
Document uploads	✓	✓
Payment collection	✓	✓
Custom branding	✓	✓
Specs
Workflow automation	Template	Conditional
Our review
Pros	Free plan includes forms, uploads, templates, and email reminders Starter adds e-signatures, Stripe payments, branding, and AI templates Client portals, progress tracking, analytics, and agent connectors are included	Converts PDFs while preserving the original document layout Supports signatures, approvals, uploads, and payment collection Connects with Stripe, Square, PayPal, APIs, and app integrations
Cons	Workflow automation is template-based rather than fully configurable The service is available on the web only SMS reminders are listed as coming soon on the Pro plan	Web-only platform Silver and Gold plans use annual billing Workflow automation is conditional rather than universal
Our verdict	Onvoy is client onboarding software for freelancers, consultants, agencies, and other service businesses. It brings intake forms, structured answers, file uploads, document signing, Stripe payment collection, reminders, progress tracking,… Read the review →	PlatoForms is a client intake and document workflow platform for teams that start with PDFs and need browser-based forms. It converts existing PDFs into online forms, preserves the original layout in completed documents, and supports… Read the review →

Strengths and trade-offs

• Onvoy — where it wins

  • Free plan includes forms, uploads, templates, and email reminders
  • Starter adds e-signatures, Stripe payments, branding, and AI templates
  • Client portals, progress tracking, analytics, and agent connectors are included

  Where it doesn't

  • Workflow automation is template-based rather than fully configurable
  • The service is available on the web only
  • SMS reminders are listed as coming soon on the Pro plan

• PlatoForms — where it wins

  • Converts PDFs while preserving the original document layout
  • Supports signatures, approvals, uploads, and payment collection
  • Connects with Stripe, Square, PayPal, APIs, and app integrations

  Where it doesn't

  • Web-only platform
  • Silver and Gold plans use annual billing
  • Workflow automation is conditional rather than universal

• Onvoy8.9/10 · Free plan

  A free-first client intake tool that adds payments, signing, portals, and analytics as plans grow.

  Visit OnvoyFull verdict →
• PlatoForms8.7/10 · Free plan · 15-day trial

  A strong fit for document-heavy intake with signatures, payments, and workflows.

  Visit PlatoFormsFull verdict →