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?
14 recommended
  1. 70
    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
    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
  2. 41

    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.
    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. 💯💯
  3. 42

    AI powered dashboard with automatic insights from your team

    Hannah White
    Hannah WhiteMarketing 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.
  4. 5
    James Sampson
    James SampsonCEO & Tech Entrepreneur · Written
    James Sampson made this product
    Exactly what this platform is built to do.
    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!
    Nick Allen
    Nick AllenHead of Marketing at Cupla | Kiwi · Written
    Best software tool to request and collect documents, files, contracts and supporting information from customers. Gives customers an easy to use client portal and you a great workflow and dashboard to manage all your customers' documents.
  5. 7

    Get Client Documents Faster

    Steve Recio
    Steve RecioFounder @ Pipefile · Edited
    Steve Recio made this product
    Pipefile makes it easy to create a checklist of documents that you need from clients and send automated reminders until all documents are submitted. Works great on mobile as well.
    Comments (3)Share
  6. 5

    The simplest way to send your files

    Super simple.
  7. 7

    A Secure and Scalable Way to Receive Files for Businesses

    Amir Lahav made this product
    ImportFeed makes it really easy to receive and process clients' documents.
    Zorah Anapolsky made this product
    Great tool for moving clients online and implementing an effective document collection process
    An amazingly simple tool! Totally worth trying :)
  8. 2
    Dropbox Paper

    Collaboration tool built for teams

    Does what it says on the tin.
  9. 4
    Jumpshare for Mac

    Incredibly fast, real-time file sharing

    Super simple and user friendly.
  10. 2
    Agile CRM
    Saketh Rasakatla
    Saketh RasakatlaSr. 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! :)
  11. 2
    Airtable Interface Designer

    Create custom interfaces to fit your team's specific needs

    FerminrpProduct @ belo · Written
    Create a form, accept files, keep them organized
    FerminrpProduct @ belo · Written
    Create a form, accept files, keep them organized
  12. 2
    Minbox 3

    The next chapter in file sharing

    Great way to customise and personalise.
    Mai Nhu Tuyet
    Mai Nhu TuyetMình là cô gái 25 tuổi yêu thích đồ gỗ · Written
    Super simple.
  13. 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.
  14. 1
    Taskade 3.0

    All-in-one collaboration. Chat, organize, get things done!

    Roger Lu
    Roger LuProduct Manager at TripAdvisor · Written
    Very simple to use and you can create multiple workspaces to share with clients.