CollectBreeze Lifetime Deal: Secure, Easy Document Collection Tool

CollectBreeze is a next-generation platform for automating the process of requesting, collecting, organizing, and tracking documents from clients, partners, or employees.

Built for businesses, professional services, finance, onboarding, and compliance teams, CollectBreeze brings secure, audit-ready workflows and a user-friendly portal that eliminates email and follow-up headaches.

Key Features of CollectBreeze

• Brandable Requests and Client Portals: Send requests and deliver secure document portals using your company’s domain, logo, and brand colours, ensuring a seamless and trustworthy client experience.

• Automated Reminders & Status Tracking: Keep requests moving with auto-reminders for pending document submissions. Instantly see who’s opened, viewed, uploaded, or completed the request via a real-time dashboard.

• Cloud Sync and Export: Automatically sync or export collected files to your connected cloud storage (Dropbox, Google Drive, etc.), enabling centralised, secure archiving and sharing.

• Security & Privacy: All documents are encrypted and fully auditable. Add two-factor identity verification, password-protection, role-based permissions, and comprehensive user management to keep sensitive files safe.

• No-Login Client Experience: Create frictionless, no-login upload portals in 9 languages, speeding up client response while keeping data secure and organised.

• Dynamic Forms & Conditional Logic: Show/hide fields based on responder input for smarter workflows, attach research, customise templates, and utilise multi-format file support—all within a polished, mobile-ready interface.

• Templates & Bulk Management: Save and reuse request templates, add unlimited recipients, and manage requests in folders/subfolders with advanced search and filter features for quick retrieval.