onboardhive

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1. 9/14/2026

   Updated: export formats, features, limitations, plans, sources, summary, use cases, walkthrough

   See recorded changes

   exportFormats

   Before: ["Supports exporting or deleting all client data and files at any time."]

   After: ["CSV export of pipeline and full account data export available"]

   features

   Before: ["Proposal open tracking with active read-time and re-open alerts.","One magic link that carries clients from proposal to fully onboarded including signing, payment, intake, and uploads.","AI-powered intake analysis that generates kickoff briefs from client answers.","Branded client portal with custom branding and optional password protection."]

   After: ["Proposal open tracking with exact open times and re-open alerts","Active read-time measurement showing how many seconds the client spent reading","Scroll depth tracking to see how far through the proposal the client got","One magic link per client that transitions from proposal to onboarding portal","AI-assisted kickoff brief generation from client intake answers"]

   limitations

   Before: ["Pro plan limits completed onboardings to 20 per month; unlimited onboardings in progress."]

   After: ["No ongoing free plan for new accounts; only a 14-day trial with card required","Team plan requires minimum 3 users and is priced per user"]

   plans

   Before: []

   After: [{"name":"Pro","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":null,"monthly":19,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false},{"name":"Scale","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":null,"monthly":49,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false},{"name":"Team","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":null,"monthly":20,"perSeat":true,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

   sources

   Before: [{"url":"https://www.onboardhive.com/","label":"Proposal Tracking + Client Onboarding | OnboardHive"}]

   After: [{"url":"https://www.onboardhive.com/","label":"Proposal Tracking + Client Onboarding | OnboardHive"},{"url":"https://www.onboardhive.com/pricing","label":"Pricing: Free, Pro, Scale & Team · OnboardHive"},{"url":"https://www.onboardhive.com/features/proposal-tracking","label":"Proposal Tracking Software for Agencies · OnboardHive"}]

   summary

   Before: "OnboardHive is client onboarding software designed for agencies that tracks proposal engagement and manages the onboarding process through a single magic link. It enables clients to sign, pay, complete intake forms, and upload assets without needing to log in, while providing real-time tracking and AI-powered features for agencies."

   After: "OnboardHive is client onboarding software designed for agencies that tracks proposal engagement and facilitates onboarding through a single magic link without requiring client logins. It integrates proposal tracking with onboarding steps including signing, payment, intake, and asset uploads, providing real-time client progress and AI-assisted brief generation."

   useCases

   Before: ["Agencies needing to track client proposal engagement and automate client onboarding."]

   After: ["Agencies needing to track client proposal engagement and automate onboarding"]

   walkthrough

   Before: ["Add a client to generate a private magic link with no client installation or signup.","Client completes signing, payment, and uploads in the browser while progress is tracked live.","Client is marked fully onboarded when signed, paid, intake done, and assets are in, with zero chasing."]

   After: ["Add a client to generate a private magic link with no client installation or signup","Client signs, pays, and uploads assets through the browser while progress is tracked live","Client is marked fully onboarded when signed, paid, intake done, and assets received"]