Discover today details about each new feature we have launched lately. As usual, we focus on bringing more value to  your daily operations, they span everything from new integrations, to automations.

Triggers + Actions = Automation

Automations will take your onboarding workflows to the next level! Use them to create smart automated rules and make sure you don't miss any compliant task.

Automate your work
Subscription Payments

You can now have end-users or clients subscribe to your service as part of the onboarding. A Simple and neat experience that will get you paid.

Sell subscriptions during onboarding
Due Dates on Workflow Steps

Add due dates to specific steps of your onboarding workflows. Couple this feature with automations and team assignments to accelerate conversion.

Add due dates to your steps
Application Scoring Criterias

The application scoring feature allows you to create rules or criterias associated with different steps or actions on each application you receive, in order to identify the most interesting business opportunities, qualify leads or candidates and make the best decision.

Add your Scoring criterias
More updates ๐Ÿ˜Š
  • Duplicate stakeholders roles and assigned steps to create loops easily
  • Customize your steps call-to-action buttons titles
  • Synchronize your Clustdoc account to Box and OneDrive
  • You can create shortcut buttons based on your most frequent required tasks 
  • End-users can invite stakeholders without you having to do anything

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๐Ÿ’Œ  Made with passion by Clustdoc ๐Ÿ’Œ
A better way to onboard anyone and handle online submissions

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