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Clustdoc VS SmartDocuments

Compare Clustdoc VS SmartDocuments and see what are their differences

Clustdoc logo Clustdoc

Clustdoc is a professional Client Onboarding and Verification Software.

SmartDocuments logo SmartDocuments

Document creation & automation solution
  • Clustdoc Landing page
    Landing page //
    2023-09-20

Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. Many teams use Clustdoc to request, collect and manage clients documents, information and esignatures from clients and stakeholders without juggling between apps.

With Clustdoc you can: Automate client-facing processes - no more paper documents. Get rid of manual tasks and reduce back-and-forth. Stop chasing clients for files. Increase customer trust and engagement

Try out Clustdoc for free during 7-day and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.

  • SmartDocuments Homepage
    Homepage //
    2024-07-31
  • SmartDocuments Questionnaire screen document generation
    Questionnaire screen document generation //
    2024-07-31
  • SmartDocuments Smart Template Builder
    Smart Template Builder //
    2024-07-31

SmartControl gives you access to the created templates in one single management environment. In this environment, rights are granted to authorized employees and regulating who has access to which document is easy. With SmartControl, you create various integrations and stay in control of the creation and quality of all your outgoing documents.

In the SmartEditor, your template managers create the document templates. This environment also determines which data can be entered via the Q&A screen later. Think of an address, the (current) date, a salutation, or even whole paragraphs. You create the questions in the editor and drag and drop them into the document template, meaning no technical knowledge is required. The SmartEditor also applies your corporate identity, which can only be changed by assigned administrators.

Clustdoc

$ Details
paid Free Trial โ‚ฌ100.0 / Monthly (Gold plan)
Platforms
Browser Wordpress Android iOS Mac OSX Google Chrome Firefox

Clustdoc features and specs

  • Free Trial
    7-day free trial, no credit card required
  • Easy to Set-up and use
    Take less than a minute to get your team up and running
  • Analytics and Reporting
    The practice manager will receive full statistics on the practiceโ€™s performance.
  • Clean UI

SmartDocuments features and specs

  • High Volume
    Massive batch document creation in short time
  • Building blocks
    With a building block, you can easily reuse recurring information in other templates
  • Alternatives
    Option to place different pieces of text in different places in the document based on one choice.
  • Version management
    Remembers all template versions, including comments about the changes. Previous versions can easily be reinstated
  • Active Directory
    Synchronize accounts from your AD with SmartDocuments. Simplifying user administration by doing it from one location.
  • Rights
    Easily assign user rights to both users and administrators.
  • Languages
    The SmartWizard is available in the following languages: NL, DE, SE, EN, ES, FR, HU, and CZ.
  • Preview
    A real-time example of the document during drafting.
  • Email plugin
    Quickly send emails based on templates.
  • Co-authoring
    Does a document need to be checked or signed by colleagues? The co-authoring functionality can facilitate this.
  • Concept storage
    Did something come up during the creation of a document? Temporarily store it to continue later safely.
  • Accessible WCAG compliant documents
    Perceivable | Operable | Understandable | Robust
  • Redact
    Redact personal data in documents

Analysis of Clustdoc

Overall verdict

  • Clustdoc is generally regarded as a good platform for document management and client onboarding.

Why this product is good

  • Clustdoc provides an intuitive interface that allows businesses to streamline their document collection and onboarding processes. It offers features like automated workflows, e-signatures, and secure document storage, which help improve efficiency and client experience.

Recommended for

    Clustdoc is recommended for small to medium-sized enterprises, professional service providers, and teams that require structured and efficient processes for collecting and managing client documents.

Clustdoc videos

Clustdoc - Customer onboarding software

More videos:

  • Review - Clust Review - Collect Files From Clients & Prospects [AppSumo 2019]
  • Review - Clust document form creator Lifetime Deal AppSumo
  • Review - Clust How-To on AppSumo

SmartDocuments videos

SmartDocuments | Document Automation Software Solution

More videos:

  • Review - SmartDocuments introduction

Category Popularity

0-100% (relative to Clustdoc and SmartDocuments)
Task Management
100 100%
0% 0
Document Automation
0 0%
100% 100
Project Management
100 100%
0% 0
Document Management
65 65%
35% 35

Questions & Answers

As answered by people managing Clustdoc and SmartDocuments.

What makes your product unique?

SmartDocuments's answer:

30+ years helping large organizations have brought us a wealth of knowledge and expertise we bring towards every project we do. Our software has been updated with this knowledge, being able to handle complex document templates but also high volumes in short time. Stability of software is one core pillars as hundreds of thousand people rely on our software on a daily basis.

Why should a person choose your product over its competitors?

SmartDocuments's answer:

We bring Experience how to efficiently create documents from large organsations from over the globe with high security standards and high demands. We have sharpened our tool and reimagined how to build documents more efficiently.

What's the story behind your product?

SmartDocuments's answer:

โ€œWhy make things more difficult than they need to be?โ€ It was with this attitude that Marco Drost started SmartDocuments in 1994. Convinced that document automation results in greater efficiency, he worked hard to build smart software solutions. Our goal is to provide organizations with simple and flexible software that enables them to create documents and manage templates with minimal effort, using trusted programs, working smarter, faster, and completely compliant with their corporate identity.

Who are some of the biggest customers of your product?

SmartDocuments's answer:

  • Wolters Kluwer
  • Philips

How would you describe the primary audience of your product?

SmartDocuments's answer:

Working for large organizations that are document heavy users

User comments

Share your experience with using Clustdoc and SmartDocuments. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Clustdoc seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Clustdoc mentions (1)

  • gravity forms intake process like Clust Docs
    I'm looking for a WordPress plugin, something similar to Clust Docs that allows me to:. Source: about 5 years ago

SmartDocuments mentions (0)

We have not tracked any mentions of SmartDocuments yet. Tracking of SmartDocuments recommendations started around Mar 2021.

What are some alternatives?

When comparing Clustdoc and SmartDocuments, you can also consider the following products

SuiteDash - Integrated & Automated Client Portal Software : Secure Web Based Client or Customer Login Portals : White Label SaaS Project Management System, Online CRM Tool, Browser Based Invoicing & Recurring Billing, Time Tracker, Client File Upload, , All in โ€ฆ

Templafy - Document assembly & management software

FileInvite - Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.

Documentero - Turn your documents into templates that can generate .docx or .pdf documents using shareable forms or API

Clinked - White-label Client and Team Workspace

Conga Document Generation - Every document has big potential to help push your business forward. Unleash that potential with Conga's engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you.