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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14 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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  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.
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    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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  4. 5
    WeTransfer.com

    The simplest way to send your files

    Tom
    TomWeb Gardner · Written
    Super simple.
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  5. 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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    Nick Allen
    Nick AllenHead of Marketing at FileInvite | 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.
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  6. Tom
    TomWeb Gardner · Written
    Does what it says on the tin.
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  7. 4
    Jumpshare

    File sharing made simple

    Tom
    TomWeb Gardner · Written
    Super simple and user friendly.
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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. 1
    Pipefile

    Document Collection Made Easy

    Steve Recio
    Steve RecioFounder @ Pipefile · Written
    Steve Recio made this product
    Pipefile makes it easy to create a checklist of documents that you need from clients and create drip campaigns until all documents are submitted. Works great on mobile as well.
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  13. 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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  14. Vedant Bajpai
    Vedant BajpaiBlack Board Educate App · Written
    Keeping up with teacher and parent is faster and easier than ever. Share updates and photos, engage with friends and Pages, and stay connected to communities important to you. This app basically works on three profiles 1.Owner/ Principal * Owner can handle multiple schools and multiple roles with single login it so easy every detail will be on your fingertips. * Now have in-house social media with notice creating your event and sharing pictures with school. * Find every single details of your teacher and it’s so easy that you can change schedule by just selecting the teacher from the present list. * Very easy to use for their day to day school management problems. * During PTM just search the name of student and can find the profile, attendance, homework result details in just a click. * Join the digitalization and enjoy the connection with parents Design your own school on www.home.bbedut .com 2. Teacher/ Staff * Less than 30 second challenge just voice out the name of the student and clicks only on absent and leaves. Still miss someone can change it any time any place. But only by the teacher who took the attendance. * Why to discuss about the homework well you can send it just on click and even attachment can be sent in the form of image, pdf, excel. Even result can be schedule with timing so ease your voice and pen enjoy to connect with whole class with single clicks. 3. Student / Parents * Now it is so easy to connect to the school and find every updates about the school on your app. * Connected with school on tracking of your bus and providing leaves to the school. The Blackboard app does more than help you stay connected with your friends and interests. It's also your personal organizer for storing, saving and sharing. It's easy have full control over your photos and privacy. The security is the most important patch in which we provide NDA with Schools on individual Data Security. Blackboard is Free and always be because our company vision consists of to help each single child on this planet to fulfill their dreams. The most important desktop features of Blackboard is data entry part and managing multiple things from web it can be only govern by the Owner and principal of the school at www.home.bbedut.com
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