Template category

General Request Templates

Explore general templates built to streamline client intake and keep everything organized in your portal.

General

12 fields

File Upload Request

Collect essential project details and request files from clients (logos, contracts, photos, invoices, etc.). Friendly, simple intake to gather context and let clients upload multiple files.

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Client & team live chat

Built in task manager

Showcase services in your portal

Easy client onboarding & info requests

Secure file storage & sharing

Embed Calendly, Figma, Loom, Google Looker & more

Custom domain & full white labeling

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Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick Benske
Benske Agency, Founder
Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven Diamond
Diamond Ai Media Group, Founder
Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo Santos
Co-found Council of Marketers
It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael Rapino
HoneyQuill Agency, Founder
Sydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Luis Leon
Promise Pixel, Founder
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, Owner
Mcdermott Law Firm, PLLC

All General Templates

File Upload Request

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