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FileInvite

4.7
(99)

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Automated cloud-based document collection system for clients

(21)

FileInvite Pricing, Features, Reviews and Alternatives

FileInvite FAQs

Q. What type of pricing plans does FileInvite offer?

FileInvite has the following pricing plans:
Starting from: $0.00
Pricing model: Free, Subscription

These products have better value for money


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

FileInvite product overview

Price starts from

0

Flat Rate

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
    Webinars

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    FileInvite pricing information

    Value for money

    4.6

    /5

    99

    Starting from

    0

    Flat Rate

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    FileInvite features

    Functionality

    4.4

    /5

    99

    Total features

    113

    16 categories

    Most valued features by users

    Collaboration Tools
    Access Controls/Permissions
    Alerts/Notifications
    Third-Party Integrations
    Document Storage
    File Sharing
    Activity Dashboard
    API

    Functionality contenders

    FileInvite users reviews

    Overall Rating

    4.7

    /5

    99

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.08/10
    Rating distribution

    5

    4

    3

    2

    1

    73

    23

    3

    0

    0

    Pros
    It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.
    You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
    Great value for the price. Easy to use and an effective way to improve productivity.
    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.
    It takes forever to delete unwanted documents.
    The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.

    Overall rating contenders

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