Marketing Agencies
Client onboarding without the file chase
New client kickoff means chasing logos, access details, briefs, and signatures. zendoc collects it all through one link and checks each upload as it lands: right file, legible, complete. Unusable uploads are flagged the moment they arrive, not the week the campaign starts.
1 link
Is all a client needs — no signup form, no password
zendoc
< 5 min
To set up your first intake workflow
zendoc
$149/mo
Flat per agency, not per seat
zendoc pricing
The document collection challenge for marketing agencies
Manual document collection creates bottlenecks that slow down your operations and frustrate your clients.
Kickoff stalls while you chase files
The contract is signed but the work can't start: the logo hasn't arrived, the ad account access is wrong, the brief is half-filled. Every chasing email adds days between closed deal and first deliverable.
Uploads arrive unusable
A logo as a low-res screenshot, brand guidelines as a photo of a binder, a brief with the budget question skipped. Nobody notices until a designer opens the file, and the chase starts over.
Onboarding lives in email threads
Assets in one thread, access details in another, the signed SOW in a third. Every new client gets a slightly different experience, and none of it looks like the polished agency they just hired.
How zendoc solves document collection for marketing agencies
Purpose-built features that automate the document collection workflow from request to receipt.
Every PDF and photo is checked on arrival
The moment a client uploads a PDF or a photo, zendoc's AI checks it against what you asked for: is it the right document, is it legible, is it complete? Unusable uploads are flagged for your team with a specific reason while the client is still at their keyboard. Word and Excel files are stored but not read.
Follow-ups drafted from the actual problem
When a file is flagged, zendoc drafts the follow-up from the exact issue — 'the brand guidelines PDF appears to be missing pages' — instead of a vague re-send request. Your team reviews and sends; the AI never messages a client on its own.
One onboarding workflow, reused per client
Build your intake once: creative brief as a structured form, asset uploads, access details, contract signature. Launch it per client and track progress on one dashboard instead of five threads.
Contracts signed in the same flow
SOWs and agreements are signed inside the portal with a tamper-evident audit trail, so signature isn't a separate tool or another thread. Clients open one link on any device, with no password to create.
Documents commonly collected from marketing agencies clients
zendoc handles all document types. Here are the most common documents for marketing agencies.
Frequently asked questions
What does the AI actually check?
It reads each upload and checks it against what you requested: right document type, legible, complete. If something looks wrong, it's flagged for your team with the specific reason. It works in suggest mode — your team makes every final call.
Will the AI contact my clients?
No. All AI output — flags and drafted follow-ups — is staff-facing. A person on your team reviews and approves anything before it reaches a client.
Can I collect creative briefs as structured forms?
Yes. Build briefs with the drag-and-drop form builder — text fields, selects, file uploads, validation rules — so briefs come back complete and comparable instead of as free-form documents.
Do clients have to sign up or create a password?
No. They get a unique secure link by email or SMS that signs them in, then upload files, fill out forms, and sign from any device. The portal carries your logo and colors.
Is client data secure?
Documents are encrypted in transit (TLS) and at rest, and stored in access-controlled cloud storage. Role-based permissions limit who on your team can view client files, and every upload, send and settings change is logged with the person who did it.
Does zendoc integrate with my project management tool?
Not today. zendoc is a standalone intake, e-signature, and CRM system. Collected files and signed contracts can be downloaded and filed wherever your delivery work lives.
Document collection solutions for other industries
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Automate client intake and document collection for law firms. Collect retainer agreements, evidence, and case documents securely.
Accounting Firms
Document Collection for Accounting Firms
Collect W-2s, 1099s, and financial records through a client portal that flags wrong, illegible, or incomplete uploads the moment they arrive.
Ready to automate document collection for your marketing agency?
Define the workflow once, send clients a single link, and let zendoc handle the requests, reminders, and follow-up.