Eliminate the information collection bottleneck and create an amazing experience for your clients.
Basic
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Plus
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Pro
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Custom
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Basic
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Plus
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Pro
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Custom
Get Started Now
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Plans are limited by the number of requests that are active at the same time. Active requests are ones that your clients can access and fill out.
Say your limit was 50.
You could send 50 requests right away. If a week later you mark them as "complete" or "archived", you'd be able to send 50 more.
Once you mark a request as complete or archived, your client will no longer have access.
Plus Plan = 1 free migration
Pro Plan = 2 free migrations
One free migration is limited to 40 questions. Beyond this, we will provide a quote. If your plan includes multiple free migrations, you can combine them into one larger template.
Once you have signed up for a plan, simply email us a copy of the form you want to re-create in Content Snare.
All Plans Include
Unlimited clients / recipients
Create as many clients or recipients as you need.
Unlimited reminders
Set up as many email reminders as you like for each request.
Unlimited questions & upload areas
Requests can include any number of questions or file uploads.
Unlimited templates
Save requests or sections as templates to use again later.
Drag and drop request builder
Set up as many email reminders as you like for each request.
Simple client portal
Your clients get a link where they can access their request at any time from any device.
Approval system
Approve questions or send them back for changes if needed.
Pre-made email templates
Get started quickly without writing your own reminder emails.
Integrations
Use Content Snare as part of a greater workflow.
Effortlessly transition with our
Onboarding Service
Get the benefits of Content Snare, without the time investment
Setting up new software and training your team can be a daunting task. When you're time-poor, the last thing you need is more work. Our concierge onboarding takes the load off. We'll set up your account in an optimal way so you can start saving time in as little as 2 weeks.
Frequently asked questions
Your plan includes a number of active requests and team members. Team members can create and edit requests. The people you send requests to do not count towards your limit.
A request is like a form. It can have any number of questions or file uploads.
You send a request to a person, then Content Snare will periodically remind the person to fill it out.
If you send one to another person, that’s 2 separate requests.
Once a request is completed by the person, it no longer counts towards your plan limit.
Protecting your data, as well as your clients’ data is our first priority. Content Snare uses several best-practice safeguards to preserve the integrity and security of your information. Those include encryption, network isolation, firewalls and authentication. We regularly backup your data. Learn more about our security here.
You can upgrade or downgrade your plan at any time. If you have a month where you need high volume, you can switch up for a month and down again later. It only takes a minute.
We pro-rate any fees paid. This means that when you upgrade, you only pay the difference for the remainder of your current billing cycle. When you downgrade, your account will be credited for the difference in price. That credit will discount future bills until it runs out.
All major credit cards. For Custom plans over $2000 per year we can issue invoices payable by bank transfer in USD or AUD.
That's totally up to you. There is a default communication template that defines how frequently your clients are sent reminders, but you can create as many as you like.
Yep. You can use the chat widget to enquire or simply contact us.
You can cancel at any time inside the application from the settings panel. You will retain access to your data until the end of your subscription period.
We don’t offer refunds except in rare circumstances. You can trial the product for free for 14 days with no credit card.
You will see a message that your plan limits have been exceeded. Upgrading is as simple as clicking the new plan you want inside the app. Downgrading is just as simple. In both cases, you would receive a credit for the remaining subscription period for the old plan. That then gets used by the new plan.
Like most changes to your company process, there will definitely be some time involved in setting up Content Snare. However with templates, you can often set it up once and reuse that work over and over.
If you have questionnaires or forms that you would like us to replicate in Content Snare, contact us for a quote.
Australian customers are charged GST.