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FileInvite

Automated cloud-based document collection system for clients

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FileInvite Pricing, Features, Reviews and Alternatives

FileInvite product overview

Price starts from

17.99

/user

Per month

What is FileInvite?

FileInvite is an information and document requesting solution for any business that wants to automate the process across a client base. Offering particular suitability to those sectors involved in financial services, loan and mortgage applications for example, FileInvite is in fact open to all with scalable subscription-based pricing. The service promises enhanced security over data transmission and storage over traditional email methods, adding SSL/HTTPS encryption to keep sensitive client information confidential. This, coupled with the ability to make multiple requests in one hit while tracking progress, claims to streamline a more efficient approach to data collection.

Key benefits of using FileInvite

  • FileInvite's automated document collection and management software replaces traditional methods for chasing clients when it comes to gathering requested information in a more efficient way.


  • Pricing plans include the sending of unlimited "invites" sent to clients when formally requesting information and files, specifying the necessary information required and due deadlines.


  • Invite templates can be created to simplify the process of making repeated requests, before FileInvite tracks the request progress and sends automated reminders to clients.


  • Files and assets are uploaded to a link, while users can then download all completed information and documentation through FileInvite or sync automatically to third-party online storage apps.


  • Uses a secure SSL/HTTPS connection, automatically encrypting every file during upload and throughout cloud storage to offer a safer method than sending attachments via unencrypted email.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Email/Help Desk
    Chat
    Phone Support

    Training options

    Documentation
    Live Online
    Videos

    FileInvite pricing information

    Value for money

    4.7

    /5

    93

    Starting from

    17.99

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    FileInvite features

    Functionality

    4.4

    /5

    93

    Total features

    112

    12 categories

    Most valued features by users

    Collaboration Tools
    Access Controls/Permissions
    Document Management
    Alerts/Notifications
    Third Party Integrations
    Search/Filter
    File Sharing
    Document Storage

    Functionality contenders

    FileInvite users reviews

    Overall Rating

    4.7

    /5

    93

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.19/10
    Rating distribution

    5

    4

    3

    2

    1

    71

    20

    2

    0

    0

    Pros
    It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

    MJ

    Maria Juliana F.

    You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

    GE

    Gary E.

    Great value for the price. Easy to use and an effective way to improve productivity.

    CR

    Chris R.

    Cons
    We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.

    CW

    Clinton W.

    It takes forever to delete unwanted documents.
    AvatarImg

    Arwa N.

    The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.
    AvatarImg

    Jerald H.

    Overall rating contenders

    Overall Rating

    Huge time saver and error avoidance.

    Reviewed 7 months ago

    Transcript

    Rick H.: Hi, my name is Rick. I'm director of sales, and I give five out of five. For more reviews like...

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Brilliant time saving product

    Reviewed 4 years ago

    Very easy to work with, excellent customer service and always available when needed.

    Pros

    I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

    Cons

    Nothing to fault with the product at all.

    Vendor response

    Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    FileInvite review

    Reviewed a year ago
    Pros

    First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

    Cons

    If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.

    Vendor response

    Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at support@fileinvite.com"

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Its great however it is a long winded path to get into drop box

    Reviewed 4 years ago
    Pros

    I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

    Cons

    Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great Software

    Reviewed 3 months ago
    Pros

    I love that its easy for my clients to use

    Cons

    That i can only do 25 requests a month and i need more than that in a given month sometimes.

    Vendor response

    Thank you for your kind review! We put a lot of effort into making the experience as seamless as possible for yourself (the requestor) and your clients (who you are requesting information from). Please get in touch with our customer success team at support@fileinvite.com if you are running into requests limits frequently. There are different ways that we can structure your plan according to your business' needs.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    A bargain for what you get

    Reviewed 4 months ago

    Overall I think the system is great! I believe in time, with technology advances, it will even get better.

    Pros

    Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly.

    Cons

    A little tedious having to go into each form separately to get it "Live" for signing. Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year. It won't automatically default to this.

    Vendor response

    We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details.

    FileInvite FAQs and common questions

    Q. What type of pricing plans does FileInvite offer?

    FileInvite has the following pricing plans:
    Starting from: $17.99/month
    Pricing model: Subscription
    Free Trial: Available


    Q. Who are the typical users of FileInvite?

    FileInvite has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


    Q. What languages does FileInvite support?

    FileInvite supports the following languages:
    English


    Q. Does FileInvite offer an API?

    No, FileInvite does not have an API available.


    Q. What other apps does FileInvite integrate with?

    FileInvite integrates with the following applications:
    Dropbox Business, Zapier, Google Drive, WorkflowMax


    Q. What level of support does FileInvite offer?

    FileInvite offers the following support options:
    Knowledge Base, Email/Help Desk, Chat, Phone Support

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