Clustdoc is customer onboarding infrastructure with a built-in electronic signature workflow. Send new clients one secure, branded link where they complete forms, upload files, and sign every onboarding document in the right order. Signatures are legally binding under eIDAS, GDPR compliant, and hosted on AWS.
SIGNING WORKFLOW
A document signing workflow in Clustdoc bundles every contract, agreement, and form a client needs to sign into one package. Prepare the list of documents once, launch the workflow, and the platform handles sending, tracking, and delivery from there.
It supports sequential and parallel signatures, so documents can be routed to signers one after another or sent to everyone at the same time. Either way, your team stops chasing signatures over email and gets time back for actual client work.
MULTIPLE SIGNERS
Contracts with multiple signers stall when nobody knows whose turn it is. Clustdoc lets you attach specific documents to custom onboarding stages and define a signing order between signees, so each stakeholder receives the document exactly when they should.
Automated routing and notifications move the file to the next person the moment a signature lands, and your team sees the status of every pending document at a glance.
SIGNER VERIFICATION
For documents that contain sensitive or confidential information, you need proof that the person signing is who they claim to be. Clustdoc adds identity verification and two-factor verification to your digital signature workflow, so access links stay secure and every signer is authenticated before they can sign.
That protection matters most in regulated processes like KYC onboarding, where signer identity has to hold up to scrutiny.
CLOUD SYNC'
An online signing workflow should not end with someone downloading PDFs and re-uploading them by hand. When a document is completed in Clustdoc, the signed copy syncs instantly to one secure cloud location, so your records stay centralized no matter where your signers are.
With our cloud synchronization feature, you can send your signed documents directly to the cloud - in one secure location - no matter where you are.
Signature workflow automation only works if security holds at every step. These are the controls running behind every signature captured in Clustdoc, from login to final audit trail.
Every time someone uses Clustdoc, they need to login using their dedicated credentials and if they are inactive for a certain time period, they will be logged out automatically.
By implementing 2-Factor Authentication (2FA), Clustdoc provides an additional level of security to user accounts, reducing the likelihood of unauthorized access and system breaches.
Clustdoc is designed to provide unparalleled security. You can keep an eye on all activities occurring in your account, from logins to document uploads or signatures and all interactions in between.
Automate the process of assigning client records to specific users based on specific criteria, while Access Rights lets you control who has access to what data and what they can do with it.
With Due Dates and Reminders, you can keep track of all your signing tasks and pending documents in one place and notify clients when it's time to take action, when a signature is due or overdue.
Have new clients or contacts sign your documents using their preferred device: whether on a laptop, tablet or smartphone. Close contracts at a the speed you want, securely, with Clustdoc.
The signature workflow is one piece of Clustdoc’s customer onboarding software. Pair it with document collection, a step-by-step onboarding checklist, and a branded client portal, then reuse saved contracts from the templates library across every process. For multi-team processes, process orchestration keeps every stage connected.
Still have questions about our signature workflow and esigning capabilities? Here are a few answers.
Most companies manage document signing workflows with software that routes each document to the right signer automatically instead of chasing signatures over email. In Clustdoc, you prepare the document list once, set a signing order, and the platform sends, tracks, and stores every signed file in one place. Reminders by email or SMS follow up on pending signatures so your team does not have to.
You can streamline your document signing process by moving every contract into one e-signature solution that handles routing, reminders, and storage for you. With Clustdoc, clients receive a single secure link, sign on any device, and signed copies sync to the cloud automatically. Prefilling documents with form data also removes most of the manual typing before signature.
Clustdoc's electronic signature is a proprietary, legally binding solution built into the platform, so you do not need a separate provider for your esignature workflow. It offers two types following eIDAS requirements: Simple Electronic Signatures and Digital Signature (AES). If you are not familiar with eIDAS, you can read more on our Help Center.
Yes, electronic signatures are considered legally valid almost everywhere and in various fields, and they can be presented as evidence in court. Every electronic signature in Clustdoc creates digital stamps, such as an IP address, that trace back to each person who signed.
You can fill out form fields in your documents before starting the signature workflow with Clustdoc.
This makes it easier for your clients since they won't have to manually fill out as much information. It also helps your team keep data consistent throughout the onboarding process.
Yes, you can. We really encourage you to create and save your contract templates in your Clustdoc toolbox. This makes it easier to create onboarding processes that include signature workflows. You and your team would also be able to use one of your saved contracts in live flows to capture a signature whenever you need it.
93% of users would recommend Clustdoc to a peer.
