Build Secure & Scalable Onboarding Software
Create tailored onboarding software using DrapCode’s no-code platform. Automate client, vendor, and employee onboarding flows—without writing a single line of code.
Onboarding for Every User
DrapCode empowers you to design client onboarding software that is secure, intuitive, and fully customizable. Whether you're onboarding a new customer, vendor, or team member, automate the steps with personalized workflows, document uploads, approvals, and guided forms.
Designed for Growth and Simplicity
From small businesses to enterprises, build seamless onboarding platforms that eliminate manual errors, save time, and deliver smooth onboarding experiences. All with a drag-and-drop interface and logic-based automation.
Key Features
Custom Flows
Create dynamic onboarding journeys based on user roles, conditions, and business-specific logic with ease.
Document Handling
Allow users to upload required files and complete e-signatures securely within the onboarding flow.
Approval Steps
Set multi-step approvals with conditional logic for internal teams or external stakeholders to verify data.
Status Tracking
Track onboarding progress through real-time dashboards and notify users at each step.
Ready Templates
Use pre-built templates for client, vendor, or employee onboarding to launch faster.
Access Control
Assign permissions to different user types to manage their onboarding data and journey visibility.
We've been using DrapCode for the past year to host our fintechs web application, and what's been most impressive is the number of plugins and customizable options available right out of the box. As a tech founder, the flexibility of the platform to meet my specific needs is crucial and the team at DrapCode has delivered on that front and made the process seamless and user-friendly.
Aviv Baron
Founder - Direct Payment Group | USA
Drapcode is an amazing tool to build custom SAAS or internal web app without writing code. Porting over an ASP.net project to Drapcode was easier than I thought. With all the tools I needed in one platform, it allowed me to create a working version within a few weeks, almost 2 months ahead of schedule! But the best feature of all is customer support. Their insights, directions, and super videos on YouTube has made my development journey much easier
Jay Paul
President - Uptrend Motion | USA
Why Build with DrapCode
No-Code Platform
Build, deploy, and update onboarding tools using visual logic—no technical skills needed.
Automated Tasks
Trigger automated emails, tasks, or reminders when users complete or skip onboarding steps.
Data Security
Ensure secure handling of documents and user data with built-in enterprise-grade compliance.
API Integrations
Easily connect with CRMs, ERPs, and other platforms using API-based or native integrations.
Common Use Cases
Client Onboarding
Collect client data, automate approvals, and provide a guided intake process for better service delivery.
Vendor Onboarding
Capture vendor details, documents, and agreements in a structured, automated workflow.
Employee Onboarding
Automate employee data collection, training tasks, and provisioning across departments.
Get Started in Minutes
Financial Planning Dashboards
Personalized Wealth Management
Expense Tracking Solutions
Credit Risk Monitoring
Choose a Template or Start from Scratch
Begin with a pre-built template or create your onboarding process from a blank canvas.
Add Forms and Automations
Design the form fields, document steps, approval rules, and notifications visually.
Set Triggers and Logic
Configure automated emails, dynamic form fields, and status updates.
Launch and Monitor
Deploy your onboarding portal and track completion in real-time dashboards.
Elevate Every Onboarding Experience
Connect your onboarding workflows with Document Management Software to securely manage uploaded files and signed contracts, and with a Customer Support Help Desk to assist new users instantly when they need help.
Stay Compliant and Transparent
Build onboarding workflows that satisfy audit trails, track user actions, and integrate seamlessly with your Compliance and Risk Management Software, ensuring your business remains secure and policy-aligned from day one.
Frequently Asked Questions
What is onboarding software used for?
Can I build custom onboarding flows without code?
Does DrapCode support e-signatures and file uploads?
Is this suitable for small businesses?
Can I integrate onboarding software with existing systems?
Launch Powerful Onboarding Software with DrapCode
Automate your onboarding journey using DrapCode’s no-code platform. Build flexible, secure, and scalable workflows tailored to clients, vendors, or employees.