Manage client onboarding effortlessly with multi-step forms.
We've built a lighting-fast way to route your client's and contact's information where you want to - whether inside or outside Clustdoc.
We've built a lighting-fast way to route your client's and contact's information where you want to - whether inside or outside Clustdoc.
Safely build one or several custom intake forms to collect key information from your contacts and save them to your Clustdoc account.
Then, embed your multi-step form into your client onboarding checklists. Whether you’re looking to onboard new customers, manage online applications, or enroll new students or applicants, Clustdoc’s easy-to-use form builder lets you build a customized online form to fit your exact needs in minutes.
Wave goodbye to client onboarding hassles with our form automation feature. We help you make your onboarding checklist a breeze by prefilling upcoming tasks with data captured in your multi-step form or any other form.
With Clustdoc form automation, you can connect each other of your forms and build a unique customer experience.
For example, you could use this feature to automatically pre-fill an agreement that must be signed during onboarding, before having your document signed by the right person at your client's organization.
Shorten form completion for your users and increase conversions by prepopulating embedded forms with data you already have somewhere else.
Help your team skip the manual upkeep and automatically add best-in-class data from your CRM to every Clustdoc multi-step form, onboarding flow to help your team make the best decisions.
Automatically add Clustdoc data to any of over 3000+ apps including most major CRMs, and analytics platforms.
With the conditional display feature offered by Clustdoc, you have the ability to customize your onboarding process to suit the unique needs and circumstances of your clients.
This powerful feature allows you to selectively show or hide onboarding steps based on a range of different factors, such as your client's profile information, their stated preferences, or their specific situation.
Register today to customize one of our free templates to your needs.
Need to learn more about Clustdoc embedded form feature? Look no further, we have all the answers.
Yes, we provide you with a user-friendly Import Tools allowing you to transfer in a few click most of your existing forms if they are hosted on other apps.
All you'll have to do, is connecting your Clustdoc account with the app you use to import one or several forms into your Clustdoc shared area.
Correct. Your embedded forms can be saved in your library and used across several onboarding workflows.
Let's say that you have 2 onboarding workflows for different services you provide:
You can create a single form to capture general information about your leads and still use the embedded form in each of your workflows.
You decide how you want to build your onboarding workflows. Some Clustdoc teams prefer to have a single embedded form, while other would breakdown their embedded form into smaller pieces based on the topic (Eg. General information, financial history).
You may also want to have several forms based who needs to complete them.
If you want to keep your form in a PDF format, you'll still be able to use them in your client onboarding workflow. However, in order to get the most out of our embedded form capabilities we recommend recreating these forms in Clustdoc in HTML. This way, you'll be able to leverage the above features and take your workflows to the next level.
If you need help with transforming PDF forms into embedded forms, our onboarding team can definitely help.
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