Clustdoc

Great for onboarding or other business processes

Comentarios: I've had really good overal. experience with Clustdoc. Customer service is quick to respond and are helpful. I'm sure the app will keep improving.

Puntos a favor:

Clustdoc provides a professional method for us to onboard our clients and new employees.

Contras:

Some clients have voiced their concern with electronic signatures, primarily with the verification method. They don't always receive the confirmation email containing the code right away, which they must enter on a timed basis. We also had some issues with the e-signature form fields not where we originally designed.

Great document collection but it could be a 5/5 software with a few improvements

Comentarios: Overall it's great for document management but I see a lot of potential for it to become a holistic software.

Puntos a favor:

Document collection can be efficient and I like that I can customize my client view.

Contras:

I wish we could somehow sync our Adobe account to Clustdoc so we could edit pdfs directly in Clustdoc rather than having to re-upload and re-implement the merge fields every time we modify or update a contract. We have about 27 different processes so this is very time consuming. This is also important for us as an immigration firm because we could save a lot of time by adding editable merge fields (WITHOUT REQUIRING SIGNATURE as USCIS does not allow e-signature). Additionally, for some reason, when you add an additional process to an existing application, the checklist and file sharing of the new process does not transfer over. I wish there was a way to make the new process the dominating process. Finally, we often do processes for multiple family members. I wish there was a way to connect the family members so we would not have to ask the same questions to each family member over and over again during our intake. For example, if it's a family of three (mom, dad, and child) and each person has their own application, I wish I did not have to type in each parents' name, date of birth, address, etc when I input the child's data. Rather, I wish it could automatically detect who the family members are and autofill. Finally, I wish you could integrate Square for payment as that is my preferred merchant.

Don't. Simply don't.

Comentarios: In one word: huge disappointment.

Puntos a favor:

I thought it would help me cover onboarding of new employees, get a central portal for them to use, that it'd be great UX-wise and everybody would love it. Boy was I wrong!

Contras:

No logic, UX is AWFUL, I mean 1990 software was more logical than this. But worst of all: when using fill-in fields in PDF documents for e-signature - they are ALWAYS shifted from the place you put them. So besides being illogical, half-made (Cyberpunk is more deployment-ready than this), it is useless for E-signatures and document collection. Just stay away.

Excellent platform to onboard client, manage documents

Puntos a favor:

Customer can submit documents, fill form and sign legal contract. They can also communicate, send additional documents. Google and other storage features, payment integration are just great. This is now our all in one crm cum document management platform.

Contras:

They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too.

The best solution we can have to manage our client Docs. Goodbye Google Drive & CFO Dropbox.

Comentarios: We're quite happy since using it and even our Clients too loving Clustdoc. But the mobile view can be improved.

Puntos a favor:

The client on boarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Contras:

Nothing as such but the form UIUX is quite outdated and that of 70s with no good features like oembbed or partial save as available in Typeform or Paperform based UI and UX. Secondly they should also provide form to pdf and online doc creator as available with most of the competitors.