Clustdoc + TemplateDocs Integration
Connect Clustdoc to TemplateDocs in 1 click
Free forever.Use premium features free for 14 days.1.
Application is created in Clustdoc Instant- Application is submitted in Clustdoc Instant
- File is uploaded in Clustdoc Instant
- Item document is uploaded in Clustdoc Instant
- Item econtract is signed in Clustdoc Instant
- Item fileshare is viewed in Clustdoc Instant
- Item form is completed in Clustdoc Instant
- Item idcheck is verified in Clustdoc Instant
- Item is approved in Clustdoc Instant
- Item payment is received in Clustdoc Instant
- Item spreadsheet is completed in Clustdoc Instant
- Item task is completed in Clustdoc Instant
2.
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Clustdoc
Clustdoc is a client onboarding platform that automates document collection, eSignatures, workflows, checklists, portals & approvals—helping teams streamline client intake, boost compliance, and reduce manual follow‑ups.
TemplateDocs
TemplateDocs offers ready-to-use, customizable document templates for business, legal, and personal needs—saving you time and ensuring professional quality every time
