Collect Reviews & Product Details

I particularly appreciate the conditional logic in Collect that shows clients only the fields relevant to their setup, which drastically cuts down back-and-forth clarifications. Setting up our branded portal with a custom domain and logo takes minutes and gives clients a professional, trust-building

experience every time. Review collected by and hosted on G2.com.

I sometimes find the settings hierarchy a bit overwhelming, particularly when I’m tracking down advanced conditional logic or reminder rules in the dashboard. A visual workflow builder would make it easier to map out and adjust request flows at a glance, although the existing UI and API let you build highly customized campaigns. Once you settle into where everything lives, Collect’s power more than makes up for the initial learning curve. Review collected by and hosted on G2.com.

I love how Collect’s conditional logic in request forms means clients only see questions that matter to them, which cuts down on confusion and follow-up questions. The internal notes feature lets my team share context and next steps directly on each request without cluttering our inbox. Being able to preview documents right in the portal also makes approvals lightning fast and keeps everything organized in one place. Review collected by and hosted on G2.com.

Sometimes I find the depth of customization a bit overwhelming at first, and hunting down specific settings takes a few extra clicks. I’d love a visual workflow builder to map out automation rules (the API and Zapier options work as a workaround). That said, once you get used to where everything lives, the flexibility feels like a huge win. Review collected by and hosted on G2.com.

I love how their client portal adapts to my customers thanks to the conditional logic. It makes the forms so much cleaner and faster to complete. The internal notes on each request keep all my team’s feedback in one place, so we no longer lose track of follow-ups. Plus, the visual progress dashboard gives me real-time insight into every campaign without having to send extra status emails. Review collected by and hosted on G2.com.

The abundance of customization options and advanced settings are a bit overwhelming at first, and it took me a few attempts to locate certain advanced options. A visual workflow builder would help map out request logic instead of relying only on text based rules. That said, once I learned where everything lives and used the API for more complex needs, the platform’s flexibility really shines. Review collected by and hosted on G2.com.

I love how Collect’s dynamic conditional logic tailors each portal to the client, showing only what’s

relevant and cutting down on incomplete submissions. The drag-and-drop builder makes it fast to

tweak forms and workflows on the fly, so I’m not wasting time digging through menus. And the

built-in progress dashboard gives me clear visibility into every client’s status in real time, making

daily monitoring a breeze. Review collected by and hosted on G2.com.

I found that the breadth of customization options can feel overwhelming at first, and I often have

to hunt through submenus to locate specific validation rules. I also miss having a visual workflow

builder to lay out multi-step processes more intuitively, although the API provides a solid

workaround. Once you get the hang of it, these areas become far more manageable and really

showcase how powerful the platform is. Review collected by and hosted on G2.com.

I love how Collect’s client portal can be fully customized to match our brand’s look and feel, from logo to colors, and even hosting it on a subdomain of our choice. The ability to define clear instructions for each requested document dramatically reduces confusion and back-and-forth with our clients. Because Collect accepts large file uploads, our clients can simply snap photos of documents on their smartphones without worrying about compression or quality loss. The automated reminder feature, which sends both email and SMS notifications, ensures that clients submit everything on time, cutting our follow-up workload by half. Finally, the visual dashboard gives real-time insight into who has completed which step, so we never have to chase status updates manually. Review collected by and hosted on G2.com.

Navigating the advanced configuration menus can be a bit confusing at first, and finding specific features like webhook setup isn’t immediately intuitive. However, once you familiarize yourself with the layout and explore the documentation, the platform’s customization options truly stand out. Review collected by and hosted on G2.com.

I particularly appreciate the conditional logic feature that dynamically adjusts from fields based on each franchisee's profile, which means I don't have to create separate templates for different locations. The integrates field previeq and approval workflow lets me review and sign off on submissions directly in the portal whithout downloading anything. Plus the white-labeled, mobile-friendly interface makes it so much easier for franchisees to upload documents on the go. Review collected by and hosted on G2.com.

I inititially found the absence of a visual workflow builder a bit overwhelming, which made mapping out multi-step processes less intuitive. It also took some digging to locate certaine advances settings in the interface. That said, once I got familiar with the layout the conditional logic and API integrations proved incredibly powerful - though a more guided UI would definitely smooth out the learning curve. Review collected by and hosted on G2.com.

What I like the most:

Collect stands out for its ease of use and efficiency. As a professional who needs to regularly collect documents from my clients, I have saved valuable time thanks to their intuitive interface. Everything is centralized, automated, and the tracking is clear, which greatly streamlines exchanges. The user experience on the client side is also very smooth.

Concrete benefits obtained:

Reduction in time spent chasing documents

Fewer errors or forgotten documents

Smoother and more professional client experience

Reduced client integration time Review collected by and hosted on G2.com.

Some small limitations on the customization of follow-ups that we were able to work around with the help of customer support. Review collected by and hosted on G2.com.

User friendly interface (both for the client and the company)

Integration with HS/Zapier..

Team reactivity if facing issues

Possible discussion to implement new features Review collected by and hosted on G2.com.

The framework can be a bit rigid sometimes

A few bugs but all quickly sorted Review collected by and hosted on G2.com.

Use Collect is super intuitive to use and our customers find it super easy and fast to use. We love the fact that we can review the content that they sent and make sure they get reminders when they are late. Review collected by and hosted on G2.com.

It is not yet integrated with our CRM Zoho, which makes it necessary for us to either use Zapier or a custom integration. Review collected by and hosted on G2.com.

Collect is super easy to use and a powerful tool to help us better organize our documents, processes, and team during high volume closings Review collected by and hosted on G2.com.

Having to do a new import for an update in contact Review collected by and hosted on G2.com.