Tricks and Tips

You're already started using Clustdoc and want to know more about common use cases that can be achieved with some of the best features.

In this course, you'll discover how to:

  • Fine-tune your checklists
  • Prequalify clients with forms
  • Run multi-stakeholders processes
  • Use due dates to drive conversion
  • Use merge fields across your processes
  • Leverage Conditional display rules
  • Build eSignature workflows

Each video is short and informative. At the end of each lesson, you will be able to comment and ask questions, so you can get started right away.