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.
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
Rating breakdown
Likelihood to recommend: 10/10
The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.
Pros
The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.
Cons
I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.
Thanks for the feedback Jared,
We're hoping to expand on the forms functionality soon...
Rating breakdown
Likelihood to recommend: 9/10
Able to obtain required documents from clients all in one portal. Clients can fill in a PDF and even add an electronic signature to the forms.
Pros
Helps the process of obtaining necessary and required documents for clients. The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it. The support is unbelievable helpful and prompt.
Cons
None that I can see, other than the learning curve could have been shorter, but I believe a big part of that was me.
Rating breakdown
Likelihood to recommend: 10/10
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.
Rating breakdown
Likelihood to recommend: 8/10
Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average
Pros
Works so well with bankstatementscom.au and any team member can use it
Cons
Wish we would create a form which has to include a mandatory answered questions such as work details for last three years
Many thanks for the review and feedback regarding compulsory form fields Louise.
Rating breakdown
Likelihood to recommend: 10/10
14-day free trial available with unlimited functionality.
LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)
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