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.

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

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.

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

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

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.

In one word: huge disappointment.

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!

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.

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.

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

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

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

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.

I highly recommend this for MOST small businesses. Obviously, if your needs are complex, it may not be for you, but 99.9% of my customers don't want massive features and the biggest complaint is cost for use...this was a great option.

This is easy to create forms, create questions, create a login area for your customers, track progress, set up email reminders for progress, and great and easy to plug into a website. If you are a business that needs to collect forms and hate the email back and forth, this is great. I recommended this to several of my clients and it works great for one who is a headhunter and needs resumes, letters of recommendation, covers, pictures, copies of transcripts, etc. The other is someone who has an extensive question and review process and rather than house documents via back and forth email, clust offered a way to house this back and forth. It is also a clean interface, clear, etc.

It doesn't have a lot of 'aesthetic' features (i.e. divide the form into 2 columns) and it does lack some more advanced features like perhaps having it adapt or an API to integrate mass email (like mailchimp).

Great customer service, excellent price point, awesome functionality.

I have been waiting for something like this forever. My company does advanced Google ads managment and client onboarding is the most difficult facet of our business to scale. I was using formstack portals but it's a half baked product and causes as many problems at it solves. This application is user friendly, intuitive, and understands the necessity of supporting the incremental submission of information in a way both the user and the admin can monitor the progress of. It's also easy to use and very feature rich. You can build conditional logic and customize quite a bit.

It's not currently possible to bulk edit conditional logic so, for a very long form, you're setting logic manually. However, they've proven very receptive to feedback and have already made a significant number of updates in the short time I've been a customer.

I'm very happy with this tool

Clust is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. As a b2b focused company, we need to gather a huge amount of data when our work start. There was a LOT of back and forth using emails, misunderstandings and all sort of hell on earth situation. With Clust, things got way easier. We just set our SOP, assign the customer and that is it! The app will keep track for us and even notify the customer. If you have a business, you need this!

The only thing I don't like, is the per-process portal, in an ideal world, this could be per-customer portal, this way, things would get even easier, and in opinion, makes more sense. With that being said, I think Clust is an essential tool, and this is a minor detail that I'm sure will be addressed soon.

Very intuitive concept combined excellent execution. A white labeled product that with building blocks for a customized and powerful onboarding process. Robust all the way around, with very few (if any) bugs so far.

A few minor formatting issues (like number formatting) that could be improved, especially in the form building section.

It is fluid to use from the creator perspective.

For clients, it seems complicated to understand. Some documents are hard to find.

Despite some online reviews I have watched in Youtube, I really believe in the product. I loved it so much that I want it to improve. It really has a lot of potential in my space...immigration application.

I loved the fact that I can have my clients go to the form, fill it up and log-off and log-in again to continue their update on the form. Something that my clients are struggling when I was using Google forms on onboarding.

When developing a form, it is a pain in B???? to move fields around. This really have to improve in light of transfer some of my Google forms to Clust.

L'expérience est tout à fait positive : le logiciel a été mis en place rapidement. Clustdoc avait bien compris nos besoins et le paramétrage de départ a été un bon point de départ pour nous permettre de l'affiner en toute autonomie . Les utilisateurs ont facilement pris la solution en main sans avoir besoin de formation et en sont très satisfaits. Nous envisageons d'étendre son utilisation à d'autres processus.

- Convivialité et simplicité pour les utilisateurs, avec un look moderne et intuitif - Autonomie pour le paramétrage sans nécessité de compétences techniques, y compris les automatisations - Qualité de la documentation (en ligne, très claire et avec des facilités de recherche) - Efficacité du support et du suivi commercial - Facilité d'export des documents - Interface très réactive - Rapport qualité / prix excellent - Possibilité de paramétrage des langues du portail

Quelques petits bugs qui ont été corrigés lorsque nous les avons signalés, mais rien de bloquant

We use Clust for a new recruitment process which includes an application form, a training process and a candidate's area. I really like that Clust allows us to use one software for all these different parts because it lets us receive documents, share important information and communicate with the candidates.

What I like most about Clust is that you can easily create templates to use over and over again but you also have the flexibility to customise single applications using a template first. I also like that you can sort incoming applications into folders for better organisation and overview of various projects or processes. When I had an issue the support replied quickly, was really willing to help and tried to solve your problem until they achieved it.

To me at the beginning, the term application was a bit confusing. I would prefer a more general term for it such as project which they use in their help center explanation. It would make it more clear to me that it can suit lots of different sectors, projects and processes.

Overall very easy to setup and work with the software.

All in one solution, loaded with features

Some of the features feel a little outdated or sluggish. Some obvious ones are missing.

Saves so much time by not having to find correct versions of files to send to clients and keeping track of whether documents are completed and returned. Clust allows form templates to be created so info can be easily collated in PDF form. Custom domain and smtp emails increases the trust and professionalism of my business. Support has been superb - very responsive.

Would be better if wordings like "Applications" can be customised. When creating a form, moving items up and down a long list of item can be quite difficult. Would also be good if collaborators can view only selected files rather than everything.

It's simple. It's easy. You can set up a template in a few minutes, and then each application only takes a few minutes to set up and send out after your template is made.

Ease of use, and FINALLY, there is a software that can replace emails and give me onboarding status updates. No more tracing back emails for log ins or documents.

While we can build templates on our own. It definitely needs more prebuilt templates for a wider disbursement of industries, but they did cover web design rebuilds in their templates which was a huge time saver since we use that.