What are the best tools to collect documents from clients?

I’m looking for a solution to easily collect documents. Currently I’m using email and Whatsapp, but then I have to organize everything in other cloud services. What are your fav Apps?
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12 recommended
  1. 71
    Content Snare

    Collect content and information from clients

    James Rose
    James RoseContent Snare & AkturaTech Co-Founder · Written
    James Rose made this product
    Helps collect all kinds of info, as well as documents and files
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    Mai Nhu Tuyet
    Mai Nhu TuyetMình là cô gái 25 tuổi yêu thích đồ gỗ · Written
    Content snare is a great tool for kinds of info
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    • An idea that was always there hidden.. brought to a reality.. making a process that was in chaotic more organised. Contentsnare have simply just solved one of the biggest hurdles any web designer would face. Back then you see all the content gathered from the client and then imagine the website. Now you can first imagine the website along with the client and then get Contentsnare to build the basic template and gather the content accordingly.. edit remove and add till you and your client would reach a common ground.. and then build it.. A more streamlined process for a better design workflow.

    • Mark Phillips
      Mark PhillipsOwner of Monster Workshop

      Content Snare is a great tool for gathering content from clients with as little resistance possible. The clients I recommended it to thought it was great fun to use and got them involved.

  2. 42
    Duedot

    Dossier collaboration platform

    It's a simple chat dedicated to practice management that doesn't require clients to register or install any application. You can collect files and information easily and everything will be immediately organized and archived in cloud.
    CommentsShare
    James and Content Snare add amazing value to my web agency. I could not get my projects completed on time and Content Snare made that a thing of the past. It’s not just for web agencies either. Anyone who needs content (text or images) from a client or supplier can make great use of Content Snare. 💯💯
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  3. 42
    Tonkean

    AI powered dashboard with automatic insights from your team

    Hannah White
    Hannah White16Marketing Manager · Written
    You're definitely looking for some automation here! Tonkean would be a great fit. I would set up your workflow to look something like the following - 1. Define your process. (i.e. reach out to clients via email, they send you their documents, you then upload to Box, etc.) 2. Create a List within Tonkean called 'Clients' 3. For each of these clients, create Tracks with their names as the title (i.e. Client 1, Client 2, etc) 4. For Sub-Tracks or Inner-Tracks, name these the documents you're looking to collect (i.e. Signed Contract, Project Brief with Edits, etc.) 5. Login or integrate your preferred platforms and/or communication methods 6. Define your needs to Tonkean (i.e. when a customer adds something new to box, alert their account manager; the options for these triggers are endless) 6. Watch the magic happen! Tonkean, based on the information you've given it and the due dates you've assigned, will reach out to your clients and team members and request them to update statuses for each of the documents or work that they owe you. Tonkean can do this via your preferred communication method, whether it be email, Slack or Microsoft Teams. It's an AI-powered bot, so it's pretty smart! Your clients can then link to their documents and all of these links will be hosted within your Tonkean dashboard. We're actually working on a bunch of new features that will make workflows like this even more seamless. Can you say two-way sync? If you have any questions, feel free to reach out! I promise Tonkean will be a game changer for you, especially with this workflow.
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    • Kelly Miller
      Kelly MillerProduct Marketing at Salesforce

      As we all know, it’s very rare to find a product that makes you stop and be like “This is awesome. Where has this been all my life!?” I’ve been using Tonkean daily for the the past 6 months, and am addicted. As a product marketing manager I work very cross-functionally and have always struggled with where and how to track and organize all the different things I work on. I’ve tried lots of task management, project management, and collaboration tools, but always ended up back in sticky notes, docs, spreadsheet, and calendar reminders to follow up. Tonkean changed this. While docs and spreadsheets are still useful for somethings of course, I now manage everything in Tonkean — my “worklist” of projects and action items, 1-1s with my boss, cross-functional campaigns, and success of key customers I’m working with. Tonkean allows me to pull in data from all different sources (which used to be manual) so I have a view of the key metrics I care about. It also automatically gathers the status of items at the right time from the relevant owner, and provides visibility of all updates and changes in Slack or via email. Oh! And did I mention it reminds me of things I wrote down but may have forgotten about? I could go on and on, but moral of the story is: get it, play with it, and I promise you’ll love it!

    • Wes Goldstein
      Wes GoldsteinVP, Client Engagement

      We have been using Tonkean since before it was in Beta. It has shortened our Weekly Delivery Meetings by providing an easy way to bring in Data from Jira and Salesforce and review instead of transposing data into a new format.

      The ability to integrate into Slack and gather updates where our Delivery Team already is has been a game changer. It keeps everyone from asking status and allows people to just work and provide updates when prompted. If I need an update out of cycle, I can use Tonkean to prompt for it.

      Tonkean has been critical for our team to grow. It has provided insight to our leadership at the right level as needed.

  4. 5
    WeTransfer.com

    The simplest way to send your files

    Tom
    TomWeb Gardner · Written
    Super simple.
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  5. Tom
    TomWeb Gardner · Written
    Does what it says on the tin.
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  6. 4
    Jumpshare

    File sharing made simple

    Tom
    TomWeb Gardner · Written
    Super simple and user friendly.
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  7. James Sampson
    James SampsonCEO & Tech Entrepreneur · Written
    James Sampson made this product
    Exactly what this platform is built to do.
    CommentsShare
    Hands down, the best tool on the market for requesting and collecting documents and files from clients. Fileinvite will also link to your cloud storage and do your filing for you!
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  8. Saketh Rasakatla
    Saketh Rasakatla18Sr. Digital Marketer · Written
    Its eDocs and Proposals feature (https://www.agilecrm.com/edocs-a...) will help you. With it, you can - Add Documents to Agile CRM - Attach Documents Directly to Deals - - Electronic Signing of Documents - Configure the PDF Download on Form Submission This being a CRM tool can help you access, store and manage all your doc from a single platform irrespective of the no. of clients you have. Hope I helped! :)
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  9. 2
    Airtable

    The perfect tool to stay organized

    Create a form, accept files, keep them organized
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    Create a form, accept files, keep them organized
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  10. 2
    Minbox 3

    The next chapter in file sharing

    Tom
    TomWeb Gardner · Written
    Great way to customise and personalise.
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    Mai Nhu Tuyet
    Mai Nhu TuyetMình là cô gái 25 tuổi yêu thích đồ gỗ · Written
    Super simple.
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  11. 1
    Remote Tools

    A repository of handpicked tools for remote teams

    Suvansh Bansal made this product
    It is a curated repository of tools that would be helpful when you are faced with a similar decision at a later stage as well.
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  12. Hands down, the best tool on the market for requesting and collecting documents and files from clients. Fileinvite will also link to your cloud storage and do your filing for you!
    CommentsShare