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FileInvite Pricing, Features, Reviews and Alternatives
FileInvite product overview
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
Typical customers
Platforms supported
Support options
Training options
FileInvite pricing information
Value for money
4.7
/5
93
Starting from
17.99
/user
Per month
Value for money contenders
FileInvite features
Functionality
4.4
/5
93
Total features
112
12 categories
Functionality contenders
FileInvite users reviews
Overall Rating
4.7
/5
93
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.19/10
5
4
3
2
1
71
20
2
0
0
MJ
Maria Juliana F.
GE
Gary E.
CR
Chris R.
CW
Clinton W.
Arwa N.
Jerald H.
Overall rating contenders
Rick H.
Director of Sales
Marketing and Advertising, 1-10 employees
Review source
Transcript
Rick H.: Hi, my name is Rick. I'm director of sales, and I give five out of five. For more reviews like...
Renee G.
Verified reviewer
Financial Services, 1-10 employees
Used daily for 6-12 months
Review source
Share this review:
Very easy to work with, excellent customer service and always available when needed.
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.
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
Zuhairah A.
Verified reviewer
Internet, 5,001-10,000 employees
Used daily for 2+ years
Review source
Share this review:
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.
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.
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"
Alanna R.
Financial Services, 1-10 employees
Used daily for 6-12 months
Review source
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I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
Anonymous Reviewer
Verified reviewer
Accounting, 1-10 employees
Used daily for 6-12 months
Review source
Share this review:
I love that its easy for my clients to use
That i can only do 25 requests a month and i need more than that in a given month sometimes.
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.
Mark F.
Nonprofit Organization Management, 11-50 employees
Used daily for less than 6 months
Review source
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Overall I think the system is great! I believe in time, with technology advances, it will even get better.
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.
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.
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
Common FileInvite comparisons
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