Conquer email chaos with better document collection.
Clustdoc's advanced document collection software capabilites have specifically been designed to cater to the needs of modern, decentralized teams.
Clustdoc's advanced document collection software capabilites have specifically been designed to cater to the needs of modern, decentralized teams.
Documents are the backbone of any business relationship. They're like the glue that holds everything together - allowing to move things forward whether it's a deal, a project or a service that is at stake.
But when clients are unresponsive or late to provide crucial documents, document collection becomes like trying to run a marathon with a pebble in your shoe - annoying, painful, and potentially disastrous for your project timeline.
With our document collection software, you take charge of the situation and your process of gathering documents from customers will no longer be chaotic. Instead, you'll be able to request the documents you need through a streamlined platform that transforms the mess into a magical end-to-end experience. The end result? More time to sip your coffee and an impressive boost in productivity.
Ever found yourself requesting the same supporting documents from your clients over and over again? With Clustdoc document collection software, two mouse clicks can save you minutes worth of typing.
Once you've created document collection templates in your Clustdoc account, all you'll have to do is to send them over to your contacts based on your needs.
With Clustdoc document request feature, you can turn a simple document request into something more professional and reassuring. Drive trust and engagement from your contacts instantly.
Business operations rely heavily on files. While many tools take an indifferent approach of merely suggesting you link to your cloud service, we took a different route by integrating enterprise-level document collection features directly into Clustdoc.
Clustdoc document collection software ensures your assets remain organized. With each new request, a dedicated virtual Clustdoc application is created for your team's easy access.
Once you're done, files go where they’re supposed to - in your Cloud drive - so you never have to dig through your inbox or scour the cloud for files you know you swear you just had open.
A document collection software helps you handle file approval with ease, and in the background, allowing you to review each submitted file without the manual back-and-forth.
Using Clustdoc, you can automatically notify key stakeholders that a new file is available for review, so they can easily approve or deny wrong or incomplete documents from a single screen.
Clustdoc has a robust automation feature that works in the background on your behalf. Send email or SMS reminders to clients when a file is missing or due.
Notify your teammates when a new submission has been assigned to them. Know immediately when a client responds. Eliminate “I didn’t get that” from your organization.
Browse through our free templates and download one ready-to-use checklist to get started
A document collection software is a digital tool that helps you gather, track, and manage documents from contacts outside your company, such as clients, vendors, partners, or new hires, without endless email follow-ups or messy folders. Using such a tool, you can easily automate the way you :
• Request documents you need like an ID, proof of address, or signed contracts
• Visualize what’s been submitted and what’s still missing
• Manage follow-ups and notifications
A document collection tool helps businesses save time, stay organized, and deliver a smoother experience to their clients or partners. Instead of wasting hours chasing documents by email, teams can set up a simple, structured process to collect exactly what they need.
It reduces back-and-forth, minimizes errors, and makes it easy to track progress in one place.
For the contacts, it feels more professional and easier to follow.
For the business, it means faster turnaround times, fewer bottlenecks, and better visibility into where things stand.
Clustdoc document collection feature provides you with the ability to define yourself which file sizes and formats you want to accept for a specific request.
You can set custom limits as long as it stays within the limits and constraints allowed by most internet browsers.
Absolutely. When requesting files to your contacts, you can set due dates and reminder emails or SMSes using our powerful automation feature.
Yes. Clustdoc is powerful enough to help you create complex document collection workflows involving several stakeholders simultaneously or in sequential manner. You can also leverage our automation feature to create email notifications to internal or external stakeholders based on the progress of your document collection process.
Clustdoc stores the documents that you request as metadata. The activity, the original files, and the customer data are split, isolated, and placed in different locations encrypted at rest with the protocol AES-256 in addition to complex management by encryption keys.
93% of users would recommend Clustdoc to a peer. No Credit card required
