Platform Features

Electronic signature software for client onboarding and regulated workflows.

Run legally binding e-signatures inside the same controlled workflow as forms, document requests, identity verification and approvals. Clustdoc is electronic signature software for client onboarding and other regulated, document-intensive processes. E-signature is built into the platform, so no separate signing provider is required.

Signatures are legally binding under eIDAS, GDPR compliant, and hosted in North America, Europe or Asia.

SIGNING WORKFLOW

Sent, signed, delivered: multiple documents, one workflow.

Coordinate multiple agreements within a single signing workflow.

Send service agreements, DPAs and intake documents in a predefined sequence, so clients can complete the required documentation in one structured process.

Sequential signing, with each document routed to the next signer once the previous signature is complete
Parallel signing, with the same package sent to all signers at once
Form data prefilled into documents before the signature step
Reusable contract templates and document lists for repeat processes

Prepare once, reuse anytime

Parallel or sequential signing

Centralized document package

MULTIPLE SIGNERS

Assign multiple signees at different stages & collaborate in your terms.

Attach each document to a defined workflow stage and set the signing order between signers. Routing and notifications move the document to the next signer as soon as each signature is complete.

Your team sees what is signed, what is pending and who holds the next action.

Signing order set per document and per workflow stage
Due dates on signing tasks, with notifications when a signature is due or overdue
Automated email and SMS reminders for pending signatures
Status of every pending signature visible to your team in one place

Custom signing order

Automated routing & notifications

Complete visibility

SIGNER VERIFICATION

Signing authenticity is everything - and we've got you covered.

Verify that each signer is who they claim to be before any signature is captured. Clustdoc combines signer authentication, two-factor verification and secure access links in the signing step.

Add identity verification as a mandatory step, so signers cannot proceed until their ID is verified and approved. It is a core control for regulated processes such as KYC onboarding, where signer identity must hold up to scrutiny.

Signer authentication before a contract can be signed
Two-factor verification as an additional check
Secure access links instead of email attachments
Government ID, selfie and business registration checks, with each review decision logged

Identity verification

Secure access links

Two-factor verification

CLOUD SYNC

Deliver signed documents to the Cloud with the push of a button.

Hand off signed documents to connected systems as soon as signing is complete. Completed documents sync automatically to Google Drive or Dropbox, so every signed record is filed in one consistent location.

Automatic sync of signed documents to Google Drive or Dropbox
Webhook notifications to your systems when a signature is completed
Connections to HubSpot, Salesforce and Pipedrive, plus Zapier, Make and the REST API

Instant sync to the cloud

Centralized storage

Secure cloud repository

Digital signature software
for agreements that need stronger proof.

Apply the signature type that matches the level of proof each agreement requires. Clustdoc offers two types, both following eIDAS requirements.

Simple Electronic Signature for standard agreements, such as engagement letters
Digital Signature (AES), an advanced electronic signature for agreements that need stronger proof

The controls below apply to every signature, from login to the final audit trail.

Authentication and Session Management

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.

2-Factor Authentication (2FA)

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.

Powerful Audit-trail and activity tracking

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.

Assignment rules and access rights

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.

Due dates & reminders via email or SMS

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.

Multi-device signature capabilities

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.

E-signature software in one workflow
with documents, checks and approvals.

Collect, verify and sign in one controlled sequence. Supporting documents such as IDs and proof of income are reviewed in the same workflow. Their approval can be required before the agreement is signed.

Each client file keeps the signed agreement together with its supporting documents and approval history.

Signing in the web-based client portal on any device, with no separate e-signature app for signers
Internal review tasks with owners and due dates, alongside the client's signing steps
Conditional rules, so each client sees only the documents and agreements that apply to them
40% faster turnaround on complex e-signing workflows

Book a demo call to review your signing workflow with our team.

Keep legal proof of every signature.

Record the evidence behind every signature for compliance reviews and dispute resolution. Each signing event is time-stamped and traced to the person who signed.

Digital stamps, such as the IP address, attached to each signing event
Signer logins and verification steps recorded in the audit trail
Full history of uploads, approvals, rejections and signatures on each client file
Data encrypted at rest, on a GDPR-compliant platform

Our guide to what an e-signature is explains the signature types and how they work.

One workflow inside your
whole onboarding process

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.

FAQ about e-signing and our signature workflow

Still have questions about our signature workflow and esigning capabilities? Here are a few answers.

How do companies manage document signing workflows?

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.

How can I streamline my document signing process with an e-signature solution?

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.

Which esignature provider are you using?

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.

Do electronic signatures hold legal validity?

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. Clustdoc also offers a Digital Signature, the advanced signature type, for agreements that need stronger proof.

Can I prefill documents with forms data?

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.

Can I save my contract templates in Clustdoc?

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.

What is the best electronic signature software for client onboarding?

The best fit is software that manages the full process around the signature, not only the signature itself. Clustdoc combines forms, document requests, identity verification, approvals and e-signature in one workflow. Signing runs in sequential or parallel order, and every action is time-stamped in the audit trail.

Book a demo call to discuss your onboarding requirements with our team.

Is a typed signature legally binding?

Electronic signatures, including typed signatures, are legally binding in almost every country. The exact rules depend on the region and the type of agreement.

Clustdoc supports two signature types that follow eIDAS requirements: Simple Electronic Signature and Digital Signature (AES). Signers authenticate before signing, and each signing event is time-stamped in the audit trail.

Is there a free e-signature program?

Free e-signature programs are available for occasional, standalone signatures. Clustdoc is designed for teams that run signing within structured, regulated processes. Its built-in e-signature works alongside identity verification, approvals, automated reminders and a full audit trail.

Simple for your contacts. Better for your team.

93% of users would recommend Clustdoc to a peer.

Electronic signature software for client onboarding and regulated workflows.

Sent, signed, delivered: multiple documents, one workflow.

Assign multiple signees at different stages & collaborate in your terms.

Signing authenticity is everything - and we've got you covered.

Deliver signed documents to the Cloud with the push of a button.