About Clustdoc

Clustdoc is a document collection platform for businesses which offers tools for sharing documents, collaborating with partners, building forms, and storing files within the cloud to access from anywhere. Clustdoc aims to automate the document collection process for sales, financial services, contractors, consultants, and any other types of professional services that require the exchange of documents.

The Clustdoc platform can be used by professionals to share, approve, and collaborate on documents with clients and partners within a secure cloud space. Designed to eliminate the need for multiple applications, fax machines, scanners, printers, and paper, Clustdoc allows businesses to manage all of their paperwork online in one place, with tools for electronic signature capture and automatic document synchronization. Businesses can share documents with clients, such as contracts, proposals, invoices, and more, or request documents from them. When a professional needs to onboard a client or supplier, the submission is made through a secure & neatly-organized client portal.

Documents can also be collaborated on within the Clustdoc platform with collaboration features such as notes, version control, integrated messaging within the app, permissions management, and more. Clustdoc integrates with third party platforms including Dropbox and Google Drive to synchronize documents across storage platforms, and the API allows users to connect with other existing tools such as Zapier, Slack, CRM systems, and more.

Pricing starting from:

€70,00/month

  • Free Trial
  • Free Version
  • Subscription

Key benefits of Clustdoc

  • Share, store, and collaborate on documents within the Clustdoc platform with workflows for requesting and approving documents such as contracts, proposals, invoices, and any other documents necessary for business.

  • Create process templates for workflows which can be shared amongst team members and customized when needed for clients.

  • Manage permissions within Clustdoc to ensure that only those who have been selected can view certain files. Give permissions to clients or partners by sending them a unique link to access documents.

  • Collaborate on document creation and versioning amongst team members or with clients or partners, with tools including version control, integrated messaging, invitations to collaborate, internal notes, and more.

  • Use the online form builder within the Clustdoc platform to create custom forms to gather information such as payment details, contact information, and more to aid with creating documents.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English, French, Portuguese

    Pricing starting from:

    €70,00/month

    • Free Trial
    • Free Version
    • Subscription

    Images

    Send document requests to clients, partners, or collaborators and grant permissions for self service upload
    View 2 more
    Clustdoc screenshot: Send document requests to clients, partners, or collaborators and grant permissions for self service upload

    Features

    Total features of Clustdoc: 57

    • API
    • Access Controls/Permissions
    • Alerts/Notifications
    • Archiving & Retention
    • Audit Trail
    • Authentication
    • Billing & Invoicing
    • Business Process Automation
    • Business Process Control
    • Calendar Management
    • Chat/Messaging
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Compliance Management
    • Compliance Tracking
    • Customizable Branding
    • Customizable Forms
    • Customizable Templates
    • Data Security
    • Document Capture
    • Document Management
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Signature
    • Email Invitations & Reminders
    • Email Management
    • File Conversion
    • File Management
    • File Sharing
    • File Transfer
    • Forms Management
    • Milestone Tracking
    • Mobile Access
    • Mobile Signature Capture
    • Multi-Party Signing
    • No-Code
    • Optical Character Recognition
    • Partner Portal
    • Process Change Tracking
    • Process Modeling & Designing
    • Project Management
    • Real-Time Chat
    • Reminders
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Request Assignment
    • Revision History
    • Search/Filter
    • Self Service Portal
    • Task Management
    • Task Progress Tracking
    • Team Collaboration
    • Templates
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,7 /5
    (55)
    Value for Money
    4,7/5
    Features
    4,3/5
    Ease of Use
    4,4/5
    Customer Support
    4,8/5

    Already have Clustdoc?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 55
    Joseph W.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great for onboarding or other business processes

    Reviewed on 2020/12/09

    I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are...

    I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.

    Pros

    Clustdoc provides a professional method for us to onboard our clients and new employees.

    Cons

    Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.

    Sumeet M.
    Overall rating
    • Industry: Legal Services
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

    Reviewed on 2020/06/22

    We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can...

    We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.

    Pros

    The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

    Cons

    Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX.

    Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.

    Michael K.
    Overall rating
    • Industry: Legal Services
    • Company size: 11-50 Employees
    • Used Other for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 0.0 /10

    Don't. Simply don't.

    Reviewed on 2020/12/25

    In one word: huge disappointment.

    In one word: huge disappointment.

    Pros

    I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!

    Cons

    No logic, UX is AWFUL, I mean 1990 software was more logical than this.
    But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them.
    So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection.
    Just stay away.

    Response from Clust Technologies

    Hi there,
    Thank you for your review.
    Our team has reached out to you several times to discuss your issue.
    We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software.

    Noureddine D.
    Overall rating
    • Industry: Design
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    An innovative solution that will make it easier for you to collect documents from your clients

    Reviewed on 2020/07/20

    A solution that will save you time and help you keep track of your customer records. You are...

    A solution that will save you time and help you keep track of your customer records. You are looking for an efficient and secure 100% online document collection and file verification tool! Then this tool is for you.

    Pros

    - Lots of functionality to facilitate the management of your customers.
    - possibility to create online forms
    - creation of a customer portal with a personalized url or integration of the portal on your existing site
    - 100% online file tracking
    - Revival of late customers
    - automatic call back
    - Monitoring the progress of the collection of your files
    - Online signature (e-signature)
    - Document recognition (example: identity card)
    - Automatic transformation of documents transmitted by the client into PDF.
    - Monitoring the status of each document requested (approved or refused)
    - The customer has the possibility of following the evolution of his file online - Your teams have the possibility of collaborating with an external (legal for example)
    - Ability to accept online payments
    - Customize your Clust with your logo and your SMTP
    - And much more

    Cons

    Nothing yet but maybe the option of integrating the customer portal on a website requires some improvement (not in iframe mode) but the Clust teams have always surprised me with new features and I think this point will be probably improved.

    Christina M.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 8.0 /10

    Simple and easy if you only need a few features

    Reviewed on 2019/11/06

    I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not...

    I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

    Pros

    This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website.

    If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth. It is also a clean interface, clear, etc.

    Cons

    It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

    Response from Clust Technologies

    Hello Christina,
    Thanks a lot for sharing your experience with Clust.
    Mailchimp's integrations are available through Zapier, do not hesitate to come back to us, so we can learn more.

    Showing 5 reviews of 55 Read all reviews

    Clustdoc FAQs

    Below are some frequently asked questions for Clustdoc.

    Clustdoc offers the following pricing plans:

    • Starting from: €70,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Silver: €70/month Gold: €100/month Discounts are also available when paid annually. Free 14 day trial available.

    We do not have any information about Clustdoc features

    Clustdoc has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    Clustdoc supports the following languages:

    English, French, Portuguese

    Clustdoc supports the following devices:

    Clustdoc integrates with the following applications:

    Dropbox Business, Google Drive, Slack, Zapier

    Clustdoc offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

    Related categories

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