How it works

Collect your first documents in less than 4 minutes

Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)
img
Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.
img
Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.
img
Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.
img
1. Detail the documents you need to collect

Specify the documents you need to get from your recipients. For each documents you have the ability to set up contraints (file type, size, number of documents,...)

2. Define the due date and schedule follow-ups

Specify the date you need the documents to be retrieved. Automate the chase of documents by scheduling personnalized emails. Follow-ups are sent until the task is achieved.

3. Send requests to your contacts

Each recipients is receiving a personnal request. At any time you know exactly who is on time and who is not.

4. Offer high-end experience with the client portal

Your contact will get a beautiful branded client portal where they will be able to upload their documents. You will be notified when it's completed.

Features

Features you will love

We developped a bunch of features to help you integrate Collect in your own process
Let us know what are the problems we are not solving yet so we can find solutions together.

img
Advanced portal

Accurately define what you need to collect from your recipients.

img
Branded portal and emails

Design your portal and emails with your logo and your color.

img
Personalized reminders

Schedule reminders and personalize messages using variables.

img
Team collaboration

Share your campaign and your request within your team.

img
Multiple languages

Welcome your recipients by speaking their language.

img
Import contacts

Import your list of contacts and send bulk requests.

img
Integrated chat

Allow your recipients to ask you questions directly from the portal.

img
Validation

Approve or reject documents that have been uploaded.

img
Activity

Know accurately what's happening for each request (email reads, uploads,...).

img
API

Integrate Collect into your own workflows.

img
Cloud Storage Sync

Move uploaded documents automatically to your Cloud Storage.

img
Slack notification

Get notified every time contacts have submitted documents.

Sign up for a 7-day free trial

No credit card required.

Start free trial