# Clustdoc Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Clustdoc Software - reviews, pricing plans, popular comparisons to other Business Process Management products and more. Source: https://www.capterra.com/p/179079/Clust --- # Clustdoc Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Clustdoc ## What is Clustdoc? Need to automate document-centric processes? Use Clustdoc. Run client-facing processes from a custom portal and work with your team to move things faster. Features include: workflows, branded client portals, task management, CC payments, eSignatures, team collaboration, todo lists, due dates, approvals and even a mobile app. Put your client-facing routine workflows on autopilot with Clustdoc. Plug-and-play ## What is Clustdoc used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Document Management](https://www.capterra.com/document-management-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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://clustdoc.com/&name=Clustdoc) ## 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. [4.4 (2,960)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting Price Contact vendor Starting Price $10 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (61) Ease Of Use 4.2 (2,608) Value For Money 4.7 (56) Value For Money 4.2 (1,899) Customer Service 4.7 (48) Customer Service 4.3 (2,054) ## Clustdoc alternatives Highest Rated [4.6 (5,881)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (15,343)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.5 (3,492)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.2 (988)](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 ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 media files, communicate, and work together File Sharing 4.3 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Document Capture 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository Secure Data Storage 5.0 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Clustdoc 76 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Create, manage, and send invoices or bills to customers Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Track and manage schedules and meetings via an integrated calendar Communicate using direct chat or messages within the system An itemized to do list that can be edited as tasks are completed Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track all company interactions with current clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Protect sensitive data for digital privacy Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Convert files to a different format Public or private sharing of digital files such as documents, audio/video, images, and more Store, manage and track all forms in a centralized location Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Access the system via a mobile application Capture signatures via mobile devices Manage and support multiple languages Share documents with different users to collect multiple signatures Drag and drop/visual interfaces that allow non-tech users to build without writing code Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Ability to recognize printed or written text within digital images or scanned documents Document any changes or proposed changes made to business processes or workflows Visually identify, define, and map all details and relationships surrounding business process models and elements Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Engage in direct, instant messaging with customers, users, etc. Receive data and information in real time Active reporting of data and metrics Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track the status and progress of tasks Allow multiple team members to edit and work on the same document Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes A digital list of items that need to be completed Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks 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) ### Starting price Contact vendor for pricing Free trial available 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 Business](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! AU 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 ! AU 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 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 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 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 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/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)