--- title: "Clustdoc Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Clustdoc Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/179079/Clust/" page_type: "product" language: "en" --- # Clustdoc Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clustdoc ## What is Clustdoc? Clustdoc is a client onboarding and verification software that helps you run and manage repeated industry-specific onboarding workflows, providing your team with a secure dedicated tool to manage new contacts records. From seamlessly collecting information and supporting documents to facilitating econtracts signing and verifying clients identities: everything is being centralized in a secure client portal. Who uses Clustdoc? Small business owners and modern teams in more than 70 countries. ## What is Clustdoc used for? [Document Management](https://www.capterra.com/document-management-software/)[Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Portal](https://www.capterra.com/portal-software/) Top alternative Featured Overall rating Based on 61 user reviews Reviews sentiment Positive 95% Neutral 3% Negative 2% Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Clustdoc?[Manage this product listing](https://www.g2.com/products/clustdoc/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Clustdoc 4.7 (61) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (61) Ease Of Use 4.5 (2,688) Value For Money 4.7 (56) Value For Money 4.3 (1,975) Customer Service 4.7 (48) Customer Service 4.4 (2,129) ## Clustdoc alternatives Highest Rated [4.7 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Wrike](https://www.capterra.com/p/76113/Wrike/) [4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76113/Wrike/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,552)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) ## FAQs about Clustdoc Overview ### Which roles and teams benefit most from Clustdoc? Clustdoc is most used by business owners, founders, and C-suite leaders who need to streamline client onboarding, document collection, and approval workflows. Operations managers, consultants, and professional service teams use it to centralize requests, automate follow-ups, and keep projects moving, while specialists like accountants and attorneys manage secure paperwork efficiently. Answer based on 61 reviews Overview ### What company size and specific industries is Clustdoc built for? Clustdoc is designed for regulated and process-driven organizations of any size that manage complex, repeatable workflows for clients, applicants, partners, vendors, or staff. It is a fit for sectors that rely on structured intake and document collection, including compliance-heavy, service-based, and operations-focused businesses. Features and Usability ### What are the key features of Clustdoc? Clustdoc includes core client onboarding features like form creation, document management, client document requests, and a customer portal for secure file collection. Differentiating capabilities include automated workflows, email reminders, digital signatures, and progress tracking, which help teams manage onboarding, approvals, and client communication in one place. Answer based on 22 reviews Overview ### How well does Clustdoc work for client onboarding? Clustdoc makes client onboarding easier by centralizing forms, document requests, e-signatures, and progress tracking in one place. Agencies, legal teams, and service businesses value the organized workflow, client login area, and branded experience, though some teams note the platform fits onboarding best and may need setup time for more specialized processes. Answer based on 18 reviews Integrations ### Which third-party tools and platforms does Clustdoc integrate with? Clustdoc integrates with Dropbox and Google Drive for file storage, Slack for team communication, and Zapier for connecting additional apps and workflow automations. These built-in connections cover document sharing, internal notifications, and broader app linking for businesses managing client onboarding and document collection. Answer based on 11 reviews Getting Started and Support ### What training and onboarding options does Clustdoc offer? Clustdoc provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation and videos give teams written and visual reference material for self-paced learning and feature review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Clustdoc offer, and how do users rate the experience? Clustdoc offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live rep, and chat. Users generally describe support as quick, helpful, and receptive to feedback, with clear learning resources and proactive follow-up. A few note occasional documentation gaps, time-zone limits, and concern about maintaining service quality as the customer base grows. Answer based on 22 reviews Features and Usability ### How good is Clustdoc for creating online forms? Clustdoc handles online form creation well for onboarding, document collection, and client portals. Small service businesses, recruiters, and agencies like the templates, conditional logic, and progress tracking, but some teams find the form builder dated and want easier field reordering, deeper customization, and more advanced document output options. Answer based on 19 reviews ## Features AI summary Based on 3,617 Document Management reviews Capterra reviewers point to these as the top priorities when selecting business process management software: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) Clustdoc supports all three features that reviewers rank highest: **Workflow Management**, **Task Management**, and **Business Process Automation**. Together, these capabilities help businesses coordinate processes more efficiently, keep work on track across teams, and reduce manual effort, allowing teams to complete tasks faster and maintain more consistent operations. Task Management 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Business Process Automation 4.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Document Storage 5.0 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Electronic Signature 3.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Digitally sign online documents Collaboration Tools 4.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Clustdoc 96 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Branding: Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content: Standard templates and content for assessment purposes such as NIST (National Institute of Standards and Technology). - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates). - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - File Conversion: Convert files to a different format - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Flows: Track products to determine when they are shipped, in transit, or delivered. - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Forms Management: Store, manage and track all forms in a centralized location - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile Signature Capture: Capture signatures via mobile devices - Multi-Language: Manage and support multiple languages - Multi-Party Signing: Share documents with different users to collect multiple signatures - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Process Change Tracking: Document any changes or proposed changes made to business processes or workflows - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - Team Collaboration: Allow multiple team members to edit and work on the same document - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visibility: Provides real-time insight into procurement costs within categories, departments or projects - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- Get Advice We can help you find the software with the features you need. Features 4.3 (61) 4.3 Based on 61 reviews ## Pricing Value for money 4.7 (56) Free Trial Pro Starting at €190 It includes: - Checklist builder - Online Form Builder - Document Collection - File sharing - Electronic Signatures - Automated Follow-Ups - Admin mobile App - Step & file approval/denial - Support via Email & Chat Value for money 4.7 (56) 4.7 Based on 56 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (48) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (48) 4.7 Based on 48 reviews ## User reviews Overall rating 4.7 Based on 61 reviews Filter by rating 5(47) 4(11) 3(2) 2(1) 1(0) Mentioned topic Sorted by most recent SL S. L. Coordinateur de projets SIRH Hospital & Health Care ### "Utilisation de Clustdoc pour la collecte de documents à l'engagement de personnel" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 13, 2023 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. Pros \- 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 Cons Quelques petits bugs qui ont été corrigés lorsque nous les avons signalés, mais rien de bloquant Reasons for choosing Clustdoc Clustdoc était beaucoup moins cher que d'autres solutions plus sophistiquées et offrait les fonctionnalités dont nous avions besoin. La solution pouvait être paramétrée sans surcoût de consultance. Dès le premier contact, la relation commerciale a été très professionnelle (bonne connaissance du produit, clarté des prix, disponibilité). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA Laura A. Attorney Law Practice ### "Great document collection but it could be a 5/5 software with a few improvements" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 December 5, 2023 Overall it's great for document management but I see a lot of potential for it to become a holistic software. Pros Document collection can be efficient and I like that I can customize my client view. Cons 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. Switched from [eimmigration](https://www.capterra.com/p/250619/eIMMIGRATION/) [Mitratech INSZoom](https://www.capterra.com/p/242019/INSZoom/) Document collection was not manageable in the other softwares. Alternatives considered [Filevine](https://www.capterra.com/p/140815/Filevine/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EA Eva A. KYC ANALYST Financial Services ### "Good product with some changes needed" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 November 7, 2023 Pros It is fluid to use from the creator perspective. Cons For clients, it seems complicated to understand. Some documents are hard to find. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 4, 2023 Hi Eva, Thank you for your honest feedback, all client onboarding steps are gathered and organized in their online application. You can reach out to our team if you need further information :) GL Gerard L. Director of product Financial Services ### "One of my favorite pieces of technology " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 November 1, 2023 Pros 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. Cons A few minor formatting issues (like number formatting) that could be improved, especially in the form building section. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor December 4, 2023 Hello Gerard, Thanks a lot for sharing your experience with Clustdoc. We are going to take your considerations into account. Zunaid K. Consultant Education Management ### "Easy to use tool to collect documents and information from clients or other 3rd parties" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2023 Pros How easy it is to use and get things setup. Cons Nothing in particular. They do a good job of explaining how to use with their help documents. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2023 Hello Zunaid, Thank you a lot for you feedback! AN Anonymous User Senior Business Consultant Information Technology and Services ### "Easy Application Processing & Client Onboarding" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 6, 2022 With Clustdoc, you can create applications with ease to make the process of onboarding clients quicker and more efficient. The Clustdoc team has created a user-friendly application that makes it easier than ever before to get your business up and running quickly. With features such as Client Profile where users can input personal information about their clients, and the best part is the clients can log in to view and upload documents which you can accept/reject. Very helpful customer support team. Pros The documents accept/reject feature is very handy, we used it for web development projects. Saved us so much time and hassle from back and forth emails. Secondly, the user interface is pretty tidy and finally the customer service is excellent. Cons It does what it says, so nothing much to complain about. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2023 Hello, Thank you for your honest feedback ! We will keep improving ! AN Anonymous User Owner Design ### "Great system for onboarding clients " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 10, 2021 Great so far, the clients have been happy using it, it is easy to use and the support have been great with my questions Pros I like that it looks like a checklist to my client, but each task can be a different element e.g. form, link, task, document etc.. Cons The price is high to get even a small amount of extra functionality Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2023 Hello, Thank you for your review ! KS Karnav S. Executive director Non-Profit Organization Management ### "Excellent platform to onboard client, manage documents" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 14, 2021 Pros 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. Cons They can improve on online form creation tool. They have enhanced number of features in last one year. They respond quickly too. Switched from [LiveAgent](https://www.capterra.com/p/102188/LiveAgent/) Poor interface Poor customer end Too much glitches No dynamic form creation features Lack of documents sign features Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 9, 2023 Hello Karanv, Thank you very much for sharing your feedback ! It was very important to point that out, that's allows us to improve our services. Actually, the online form has been improved since your comment. MK Michael K. CEO Legal Services ### "Don't. Simply don't." 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 December 25, 2020 In one word: huge disappointment. Pros 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! Cons 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. Reasons for choosing Clustdoc The only reason I got it - Appsumo's lifetime deal. But even for those 50$ - it's money thrown away. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor January 3, 2021 Hi there, Thank you for your review. Our team has reached out to you several times to discuss your issue. We're looking forward to hearing from you to understand what went wrong since it doesn't seem like you've actually used our software. Joseph W. CEO Marketing and Advertising ### "Great for onboarding or other business processes" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 9, 2020 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. Pros Clustdoc provides a professional method for us to onboard our clients and new employees. Cons 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 9, 2023 Hello Joseph, Thank you to bring that to our attention. Clustdoc has updated and thoses errors were corrected ! [View all Reviews](https://www.capterra.com/p/179079/Clust/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.