Discover our plans

Our plans start at 190/month* and are designed to match your business needs

and we help you switch from your current onboarding toolkit with tons of resources.

PRO

✪ A professional alternative to emails
€190/month
  • 3 user seats
  • 1 digital process
  • 50 new applications/month
  • 25 GB Storage

PRO Capabilities

  • Checklist builder
  • Online Forms
  • Document Collection
  • File sharing
  • Tasks to complete
  • Appointment booking
  • Payment Capture
  • Electronic Signatures
  • Step & file approval/denial
  • Branding & Logo
  • Password protection
  • Secure inbox
  • Performance metrics
  • Role and permissions
  • Subdomain
  • Admin mobile App
  • Guest-access
  • Identity verification
  • Client Portal
  • Scheduled reminders
  • Approval sequences
  • Assignment rules
  • Custom Stages
  • Conditional display
  • Workflows
  • Customer Scoring
  • External members
  • Analytics dashboard
  • Reporting
  • Native Integrations
  • Custom domain
  • API & Webhooks
  • Multi teams/brands
  • Single Sign-On
  • Custom storage & database
  • Unlimited data retention
  • Custom hosting options
  •  
  • Self-onboarding
  • Support via Email & Chat
  • Consulting calls
  • Dedicated Account Manager

EXPERT

✪ Designed for growth and agility
Contact us
  • 5 users seats or more
  • Up to 15 digital processes
  • 150 new applications/month
  • 50 GB Storage
Best value

EXPERT Capabilities

  • Checklist builder
  • Online Forms
  • Document Collection
  • File sharing
  • Tasks to complete
  • Appointment booking
  • Payment Capture
  • Digital Signatures
  • Step & file approval/denial
  • Branding & Logo
  • Password protection
  • Secure inbox
  • Performance metrics
  • Role and permissions
  • Subdomain
  • Admin mobile App
  • Guest-access
  • Identity verification
  • Client Portal
  • Scheduled reminders
  • Approval sequences
  • Assignment rules
  • Custom Stages
  • Conditional display
  • Workflows
  • Customer Scoring
  • External members
  • Analytics dashboard
  • Reporting
  • Native Integrations
  • Custom domain
  • API & Webhooks
  • Multi teams/brands
  • Single Sign-On
  • Custom storage & database
  • Unlimited data retention
  • Custom hosting options
  •  
  • Guided onboarding
  • Support via Email & Chat
  • Consulting calls
  • Dedicated Account Manager

ULTIMATE

✪ Technology for large-scale operations
Contact us
  • 10 users seats or more
  • Custom # of digital processes
  • Custom # of applications/month
  • Custom Storage capacity

ULTIMATE Capabilities

  • Checklist builder
  • Online Forms
  • Document Collection
  • File sharing
  • Tasks to complete
  • Appointment booking
  • Payment Capture
  • Digital Signatures
  • Step & file approval/denial
  • Branding & Logo
  • Password protection
  • Secure inbox
  • Performance metrics
  • Role and permissions
  • Subdomain
  • Admin mobile App
  • Guest-access
  • Identity verification
  • Client Portal
  • Scheduled reminders
  • Approval sequences
  • Assignment rules
  • Custom Stages
  • Conditional display
  • Workflows
  • Customer Scoring
  • External members
  • Analytics dashboard
  • Reporting
  • Native Integrations
  • Custom domain
  • API & Webhooks
  • Multi teams/brands
  • Single Sign-On
  • Custom storage & database
  • Unlimited data retention
  • Custom hosting options
  •  
  • Guided onboarding
  • Support via Email & Chat
  • Consulting calls
  • Dedicated Account Manager

PRO

✪ A professional alternative to emails
$190/month
  • 3 user seats
  • 1 digital process
  • 50 new applications/month
  • 25 GB Storage

PRO Capabilities

  • Checklist builder
  • Online Forms
  • Document Collection
  • File sharing
  • Tasks to complete
  • Appointment booking
  • Payment Capture
  • Electronic Signatures
  • Step & file approval/denial
  • Branding & Logo
  • Password protection
  • Secure inbox
  • Performance metrics
  • Role and permissions
  • Subdomain
  • Admin mobile App
  • Guest-access
  • Identity verification
  • Client Portal
  • Scheduled reminders
  • Approval sequences
  • Assignment rules
  • Custom Stages
  • Conditional display
  • Workflows
  • Customer Scoring
  • External members
  • Analytics dashboard
  • Reporting
  • Native Integrations
  • Custom domain
  • API & Webhooks
  • Multi teams/brands
  • Single Sign-On
  • Custom storage & database
  • Unlimited data retention
  • Custom hosting options
  •  
  • Self-onboarding
  • Support via Email & Chat
  • Consulting calls
  • Dedicated Account Manager

EXPERT

✪ Designed for growth and agility
Contact us
  • 5 users seats or more
  • Up to 15 digital processes
  • 150 new applications/month
  • 50 GB Storage
Best value

EXPERT Capabilities

  • Checklist builder
  • Online Forms
  • Document Collection
  • File sharing
  • Tasks to complete
  • Appointment booking
  • Payment Capture
  • Digital Signatures
  • Step & file approval/denial
  • Branding & Logo
  • Password protection
  • Secure inbox
  • Performance metrics
  • Role and permissions
  • Subdomain
  • Admin mobile App
  • Guest-access
  • Identity verification
  • Client Portal
  • Scheduled reminders
  • Approval sequences
  • Assignment rules
  • Custom Stages
  • Conditional display
  • Workflows
  • Customer Scoring
  • External members
  • Analytics dashboard
  • Reporting
  • Native Integrations
  • Custom domain
  • API & Webhooks
  • Multi teams/brands
  • Single Sign-On
  • Custom storage & database
  • Unlimited data retention
  • Custom hosting options
  •  
  • Guided onboarding
  • Support via Email & Chat
  • Consulting calls
  • Dedicated Account Manager

ULTIMATE

✪ Technology for large-scale operations
Contact us
  • 10 users seats or more
  • Custom # of digital processes
  • Custom # of applications/month
  • Custom Storage capacity

ULTIMATE Capabilities

  • Checklist builder
  • Online Forms
  • Document Collection
  • File sharing
  • Tasks to complete
  • Appointment booking
  • Payment Capture
  • Digital Signatures
  • Step & file approval/denial
  • Branding & Logo
  • Password protection
  • Secure inbox
  • Performance metrics
  • Role and permissions
  • Subdomain
  • Admin mobile App
  • Guest-access
  • Identity verification
  • Client Portal
  • Scheduled reminders
  • Approval sequences
  • Assignment rules
  • Custom Stages
  • Conditional display
  • Workflows
  • Customer Scoring
  • External members
  • Analytics dashboard
  • Reporting
  • Native Integrations
  • Custom domain
  • API & Webhooks
  • Multi teams/brands
  • Single Sign-On
  • Custom storage & database
  • Unlimited data retention
  • Custom hosting options
  •  
  • Guided onboarding
  • Support via Email & Chat
  • Consulting calls
  • Dedicated Account 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 and needs an access to the software.  This would usually include: yourself, your team and/or partners and or other teammates. External members are also users.

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.

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.

Yes, you can either use our native integrations, or use well-known connectors (Zapier, Made etc)  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.

One place, not all over the place.

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