Happy New Year! We would like to take a moment to say 'Thank you' for your continuous support & feedback. 

We want to bring more focus to your work and be your secret weapon when it comes to growing your business & fostering better human connections even remotely.

Tell us how we can help accomplish that.

We want to help you automate all your client processes. You can do this by easily grouping requests into sub-processes and use them as building blocks of your master processes. 

The multi stakeholders experience is even more flexible. You can now invite secondary stakeholders to join a client record directly from an application. You can also split their views when requesting files and therefore have them share separately required documents on the same line item.

Do you use Custom stages or statuses? If yes, we have some good news! You can create initial stages that will automatically show when an application is created in the system.

• You can let Clustdoc automatically approve line items when the information is submitted

• You can deactivate the password request on your processes 🔥

• You can add coupons to your Stripe and apply them automatically to your payment requests made through your end-user's interface

• You can select multiple items of your checklist and apply to them quick options with a few clicks

• Clustdoc won 3 new awards! from FinancesOnline and Capterra. 🎉

💌  Made with passion by Clustdoc 💌
A better way to onboard anyone and handle online submissions