Collect Client Info and Files with Customizable Requests

With Sydnee’s Request feature, gathering essential information has never been easier. Create, send, and track requests in a streamlined, secure platform.

Used by 2,000+ freelancers & teams
Sydnee Request Form Demo
A gif of a user dragging and dropping the File/Image option in the Sydnee request builder

Build the Perfect Request Every Time

A gif of a user dragging and dropping the File/Image option in the Sydnee request builder

With our intuitive form builder, you can create requests tailored to each client’s needs.

Choose from multiple field options like file upload, phone number, color picker, and more to gather the exact information you need—no matter the project.

 

  • Drag-and-drop form builder for effortless customization
  • Multiple field options (single-line text, email, date, color picker, etc.)
  • Set required fields for precise data collection

    Keep Clients on Track with Due Dates and Reminders

    An email history and scheduled reminder log for a Sydnee request

    Never worry about missed deadlines again. Set due dates for each request and automate reminders to keep clients on schedule.

    Reminders and alerts mean you can spend less time following up and more time getting things done.

     

    • Easily add due dates for time-sensitive requests
    • Automated email reminders to clients
    • Manage and track all requests from a central dashboard
      An email history and scheduled reminder log for a Sydnee request
      The file upload preview screen in a Sydnee Request

      Gather and Organize Files Directly from Clients

      The file upload preview screen in a Sydnee Request

      Requesting and collecting files is now as simple as a few clicks.

      Clients can upload files directly through the request form, automatically organizing them in their portal’s file module for easy access anytime.

       

      • File uploads go directly to each client’s portal for streamlined organization
      • Preview, download, or store files securely in the client portal
      • Access and manage files easily without leaving the Sydnee platform

        Save Time with Reusable Templates for Client Requests

        The file upload preview screen in a Sydnee Request

        Streamline your workflow by creating and saving request templates that you can reuse across clients and projects. With the template library, it’s simple to standardize your communication and ensure consistency while saving valuable time.

          Save or create templates for your Sydnee requests
          Sydnee Icon Logo

          Try Sydnee Client Portals Today

          No credit card required

          • RClient & team live chat
          • R Built in task manager
          • RShowcase services in your portal
          • REasy client onboarding & info requests
          • RSecure file storage & sharing
          • REmbed Calendly, Figma, Loom, Google Looker & more
          • RCustom domain & full white labeling
          • RUnlimited client & teammate seats

          No credit card required

          Simple Pricing.

          Get 100% setup and implemented before ever pulling out the credit card.

          Standard
          $25
          USD
          Monthly
          • ✓ All features included
          • ✓ 1,000 Accounts
          • ✓ 1TB Storage
          • ✓ Unlimited teammates & client seats
          • ✓ Custom domain + email white-label
          • ✓ API +  Zapier Access
          Premium
          $50
          USD
          Monthly
          • ✓ Everything in Standard
          • ✓ 10,000 Accounts
          • ✓ 3TB Storage