Pricing

Get on average a 10x return on investment with Clustdoc. 

EXPERT

✪ You can cancel anytime
$ 190 Per Month
  • 3 Users included
  • 10 External members included
  • 75 monthly Applications
  • 25 GB Storage
  • Essential features including:
  • 5 Checklist Templates
  • Onboarding Portal
  • Online Form Builder
  • Document Collection
  • Payment Requests
  • Identity Verification
  • Legally-binding eSignature
  • Automation & Workflows
  • Tasks & Todos
  • Client Messaging system
  • Document Approval
  • Management Dashboard
  • Add your logo & brand colors
  • Custom Email sender name
  • Subdomain
  • Mobile App
  • Email & Chat Support
  • Guided Onboarding
  • Zapier & Make Connectors

ULTIMATE

✪ You can cancel anytime
$ 490 Per Month
  • 5 Users included
  • 30 External members included
  • 150 monthly Applications
  • 50 GB Storage
  • Expert features, plus:
  • 15 Checklist Templates
  • Multiple Stakeholders
  • Onboarding Portals
  • Conditional display
  • Approval Workflows
  • White-label
  • Analytics Dashboard & reports
  • Activity Tracking
  • Custom Stages & SOPs
  • API & Integrations
  • GDPR Compliance
  • Dedicated Support Manager
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Best value

Enterprise

✪ You can cancel anytime
Contact us sales
  • Starting from 10 Users
  • Unlimited External members
  • Higher volume of Applications
  • Custom Storage
  • Ultimate features, plus:
  • Unlimited Checklist Templates
  • Unlimited Stakeholders
  • Dedicated database
  • Custom configuration
  • Custom Feature Requests
  • Security Reports
  • SAML or oAuth SSO
  • Dedicated Success Manager
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EXPERT

✪ You can cancel anytime
£ 160 Per Month
  • 3 Users included
  • 10 External members included
  • 75 monthly Applications
  • 25 GB Storage
  • Essential features including:
  • 5 Checklist Templates
  • Onboarding Portal
  • Online Form Builder
  • Document Collection
  • Identity Verification
  • Legally-binding eSignature
  • Automation & Workflows
  • Tasks & Todos
  • Client Messaging system
  • Document Approval
  • Management Dashboard
  • Add your logo & brand colors
  • Custom Email sender name
  • Subdomain
  • Mobile App
  • Email & Chat Support
  • Guided Onboarding
  • Zapier & Make Connectors

ULTIMATE

✪ You can cancel anytime
£ 410 Per Month
  • 5 Users included
  • 30 External members included
  • 150 monthly Applications
  • 50 GB Storage
  • Expert features, plus:
  • 15 Checklist Templates
  • Multiple Stakeholders
  • Onboarding Portals
  • Conditional display
  • Approval Workflows
  • White-label
  • Analytics Dashboard & reports
  • Activity Tracking
  • Custom Stages & SOPs
  • API & Integrations
  • GDPR Compliance
  • Dedicated Support Manager
  •  
  •  
  •  
  •  
  •  
  •  
Best value

Enterprise

✪ You can cancel anytime
Contact us sales
  • Starting from 10 Users
  • Unlimited External members
  • Higher volume of Applications
  • Custom Storage
  • Ultimate features, plus:
  • Unlimited Checklist Templates
  • Unlimited Stakeholders
  • Dedicated database
  • Custom configuration
  • Custom Feature Requests
  • Security Reports
  • SAML or oAuth SSO
  • Dedicated Success Manager
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  

EXPERT

✪ You can cancel anytime
190 Per Month
  • 3 Users included
  • 10 External members included
  • 75 Monthly Applications
  • 25 GB Storage
  • Essential features including:
  • 5 Checklist Templates
  • Onboarding Portal
  • Online Form Builder
  • Document Collection
  • Identity Verification
  • Legally-binding eSignature
  • Automation & Workflows
  • Tasks & Todos
  • Client Messaging system
  • Document Approval
  • Management Dashboard
  • Add your logo & brand colors
  • Custom Email sender name
  • Mobile App
  • Subdomain
  • Email & Chat Support
  • Guided Onboarding
  • Zapier & Make Connectors

ULTIMATE

✪ You can cancel anytime
490 Per Month
  • 5 Users included
  • 30 External members included
  • 150 monthly Applications
  • 50 GB Storage
  • Expert features, plus:
  • 15 Checklist Templates
  • Multiple Stakeholders
  • Onboarding Portals
  • Conditional display
  • Approval Workflows
  • White-label
  • Analytics Dashboard & reports
  • Activity Tracking
  • Custom stages & SOPs
  • API & Integrations
  • GDPR Compliance
  • Dedicated Support Manager
  •  
  •  
  •  
  •  
  •  
Best value

Enterprise

✪ You can cancel anytime
Contact us Sales
  • Starting from 10 Users
  • Unlimited External members
  • Higher volume of Applications
  • Custom Storage
  • Ultimate features, plus:
  • Unlimited Checklist Templates
  • Unlimited Stakeholders
  • Dedicated database
  • Custom configuration
  • Security Reports
  • SAML or oAuth SSO
  • Dedicated Success Manager
  •  
  •  
  •  
  •  
  •  
  •  
  •  
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EXPERT

✪ You can cancel anytime
$ 1900 Per Year (Save 2 months)
  • 3 Users included
  • 10 External members included
  • 75 monthly Applications
  • 25 GB Storage
  • Essential features including:
  • 5 Checklist Templates
  • Onboarding Portal
  • Online Form Builder
  • Document Collection
  • Identity Verification
  • Legally-binding eSignature
  • Automation & Workflows
  • Tasks & Todos
  • Client Messaging system
  • Document Approval
  • Management Dashboard
  • Add your logo & brand colors
  • Custom Email sender name
  • Subdomain
  • Mobile App
  • Email & Chat Support
  • Guided Onboarding
  • Zapier & Make Connectors

ULTIMATE

✪ You can cancel anytime
$ 4900 Per year (Save 2 months)
  • 5 Users included
  • 30 External members included
  • 150 monthly Applications
  • 50 GB Storage
  • Expert features, plus:
  • 15 Checklist Templates
  • Multiple Stakeholders
  • Onboarding Portals
  • Conditional display
  • Approval Workflows
  • White-label
  • Analytics Dashboard & reports
  • Activity Tracking
  • Custom Stages & SOPs
  • API & Integrations
  • GDPR Compliance
  • Dedicated Support Manager
  •  
  •  
  •  
  •  
  •  
Best value

Enterprise

✪ You can cancel anytime
Contact us sales
  • Starting from 10 Users
  • Unlimited External members
  • Higher volume of Applications
  • Custom Storage
  • Ultimate features, plus:
  • Unlimited Checklist Templates
  • Unlimited Stakeholders
  • Dedicated database
  • Custom configuration
  • Custom Feature Requests
  • Security Reports
  • SAML or oAuth SSO
  • Dedicated Success Manager
  •  
  •  
  •  
  •  
  •  
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  •  
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EXPERT

✪ You can cancel anytime
£ 1580 Per Year (Save 2 months)
  • 3 Users included
  • 10 External members included
  • 75 monthly Applications
  • 25 GB Storage
  • Essential features including:
  • 5 Checklist Templates
  • Onboarding Portal
  • Online Form Builder
  • Document Collection
  • Identity Verification
  • Legally-binding eSignature
  • Automation & Workflows
  • Tasks & Todos
  • Client Messaging system
  • Document Approval
  • Management Dashboard
  • Add your logo & brand colors
  • Custom Email sender name
  • Subdomain
  • Mobile App
  • Email & Chat Support
  • Guided Onboarding
  • Zapier & Make Connectors

ULTIMATE

✪ You can cancel anytime
£ 4060 Per year (Save 2 months)
  • 5 Users included
  • 30 External members included
  • 150 monthly Applications
  • 50 GB Storage
  • Expert features, plus:
  • 15 Checklist Templates
  • Multiple Stakeholders
  • Onboarding Portals
  • Conditional display
  • Approval Workflows
  • White-label
  • Analytics Dashboard & reports
  • Activity Tracking
  • Custom Stages & SOPs
  • API & Integrations
  • GDPR Compliance
  • Dedicated Support Manager
  •  
  •  
  •  
  •  
  •  
  •  
Best value

Enterprise

✪ You can cancel anytime
Contact us Sales
  • Starting from 10 Users
  • Unlimited External members
  • Higher volume of Applications
  • Custom Storage
  • Ultimate features, plus:
  • Unlimited Checklist Templates
  • Unlimited Stakeholders
  • Dedicated database
  • Custom configuration
  • Custom Feature Requests
  • Security Reports
  • SAML or oAuth SSO
  • Dedicated Success Manager
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  

EXPERT

✪ You can cancel anytime
1900 Per Year (Save 2 months)
  • 3 Users included
  • 10 External members included
  • 75 monthly Applications
  • 25 GB Storage
  • Essential features including:
  • 5 Checklist Templates
  • Onboarding Portal
  • Online Form Builder
  • Document Collection
  • Identity Verification
  • Legally-binding eSignature
  • Automation & Workflows
  • Tasks & Todos
  • Client Messaging system
  • Document Approval
  • Management Dashboard
  • Add your logo & brand colors
  • Custom Email sender name
  • Subdomain
  • Mobile App
  • Email & Chat Support
  • Guided Onboarding
  • Zapier & Make Connectors

ULTIMATE

✪ You can cancel anytime
4900 Per year (Save 2 months)
  • 5 Users included
  • 30 External members included
  • 150 monthly Applications
  • 50 GB Storage
  • Expert features, plus:
  • 15 Checklist Templates
  • Multiple Stakeholders
  • Onboarding Portals
  • Conditional display
  • Approval Workflows
  • White-label
  • Analytics Dashboard & reports
  • Activity Tracking
  • Custom Stages & SOPs
  • API & Integrations
  • GDPR Compliance
  • Dedicated Support Manager
  •  
  •  
  •  
Best value

Enterprise

✪ You can cancel anytime
Contact us sales
  • Starting from 10 Users
  • Unlimited External members
  • Higher volume of Applications
  • Custom Storage
  • Ultimate features, plus:
  • Unlimited Checklist Templates
  • Unlimited Stakeholders
  • Dedicated database
  • Custom configuration
  • Custom Feature Requests
  • Security Reports
  • SAML or oAuth SSO
  • Dedicated Success Manager

All plans include world-class security​

Our security features such as data-privacy control, consent capture, bulk data deletion and more help you efficiently comply with industry regulations.

With Clustdoc we can do the whole onboarding flow – and as we can instantaneously notify customers about missing or non-compliant documents, it helps us speed up the whole onboarding process.

Brian OpenEden

Our onboarding processing time has been divided by 2 with Clustdoc. We used to have some clients where it would take three months to onboard. Now we’re probably down to six weeks for those bigger companies.

a woman with dark hair smiling
Fareeha Benefit Resource

The ease of implementation and ability to connect Clustdoc with our existing tools makes work much easier. With Clustdoc we’re confident to close a startup application within a week versus 3 weeks previously.

Arnaud Pelloquin WILCO
Arnaud WILCO

We use Clustdoc to build different processes and different approval workflows for the different departments. It keeps the process very transparent amongst departments.

Cassandra Seppings - PayNearMe
Cassandra PayNearMe

Learn how things work

Once you run your onboarding workflows with your contacts, you're creating a new instance of this workflow for a specific user. That's what we call an Application in Clustdoc. From a business standpoint, applications may also be called 'Projects', 'Programs', 'Submissions', 'Client records' or 'Flows' in your organization, these are just different names to define the exact same thing.

business user or user is someone who is on the business side of the organization. They use Clustdoc as part of their job and would require to have a paid seat to do so, this includes regular users & external members. This would usually include: yourself, your team and/or partners and or other teammates needing to be active facilitators (from an admin standpoint) as part of their day-to-day job throughout the onboarding process. 

As soon as you register to Clustdoc, you get 7 days to try it for free and you don't need to enter a Credit card to explore the platform. During your trial we encourage you to book a free discovery call with us or watch our free tutorials to get up to speed with your new trial account.

After your trial ends, you have the ability to upgrade to one of the paid plans described on this page based on the features, capabilities or level of service you need.

During your trial, you can upgrade at anytime to a paid subscription. Click on the banner on your home page to activate your account.

In order to activate your Clustdoc account, a valid Credit Card will need to be attached to your account.

You can subscribe to a monthly or annual Clustdoc license. Your engagement will be based on your subscription period and you can cancel anytime if you do not wish to renew your engagement.

We surely do. Our Support agents will be happy to guide you through your new platform and answers any question you may have. Contact them directly from the bottom right corner of your user account or from this page. 

Yes, you can either use our native integrations, or use well-known connectors  or even our API if you want to.  You can integrate Clustdoc with 1500+ Apps on the market.

Absolutely! We encourage you to book a free discovery call before your trial expires in order to discuss your needs and get all the answers you need.

Discounts can be discussed with our sales team based on your situation (Eg. Non profit organization). Feel free to reach out.

One place, not all over the place.

93% of users would recommend Clustdoc to a peer. No Credit card required