Clustdoc is the new way to request, receive and process files and information as part of an onboarding, online application or registration. It's free to try and can get started today!
Taking orders from customers and managing them properly can be a very difficult task. Especially if you don’t have a portal which can help you simplify the task. Use Clustdoc’s customer order portal template form to streamline the process of taking orders from your customers and managing them.
With this template, your customers will be able to place orders via the product order form, where they will be able to specify the product they want to purchase, as well as what other services they need on their order.
In a separate section of the template, the customer will be able to upload supporting documents, including company certificate, industry permits, owner’s ID, last paid invoice, etc.
After they are done placing their order and uploading the supporting documents, the customers will be able to pay for express service without ever having to leave the portal.
