Conquer email chaos with better document collection.
Clustdoc's advanced document collection software has been specifically designed to cater to the needs of modern, decentralized teams.
Clustdoc's advanced document collection software has been specifically 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 moving 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 a 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, 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 collection 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 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.
Clustdoc helps you handle file approval with ease, and in the background, allowing you to review each submitted file without the manual back-and-forth.
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.
Discover what other companies in your industry say about our platform.
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 soon 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
