CollectBreeze Features
Everything you need to collect and manage files with ease
No credit card required • 14-day free trial
Everything your business needs
Accelerate workflows and keep business moving with confidence
Features
Google drive & Dropbox integration
Connect CollectBreeze with your cloud storage to automatically export collected documents and files.
Branded URLs
Host and deliver secure links using your business domain (e.g. yourcompany.com/-U1234).
Email white labeling
Send documents from your own email address so your clients know it’s from a trusted sender (e.g. you@yourcompany.com).
Custom branding
Make every document feel professional andon-brand with your logo and brand colors.
Secure
Every document request is encrypted and fully auditable to protect your documents.
Add multiple clients
Easily add as many recipients as you require without limits.
Audit trail & history
Track every step of the file collection process. See who has opened, viewed, and completed your request.
Automatic reminders
Keep things moving with automated email follow-ups for pending documents.
Compatible with any file
Seamless support for every format your clients use.
Document tracking
Track when your document requests with real-time updates and notifications.
Organize your documents
Organize your documents into folders and subfolders for easy access and management.
Search and filter
Find the right documents instantly with our lightning fast search and customizable filters.
User management
Add, remove, and manage users with ease. Assign roles and permissions to control access to your documents.
Templates
Save your frequently used questions and fields as templates for quick reuse.
Multi-language support
Simplify the experience with client portals and notifications available in 9 languages.
Conditional logic
Show or hide fields based on client input for a smarter, streamlined workflow.
Secure access (OTP)
Require clients to verify their identity with a one-time code sent to their email before access.
Mobile friendly
A seamless experience on any phone, tablet, or desktop.
