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FileInvite

4.7
(99)

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Automated cloud-based document collection system for clients

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(15)

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

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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

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Q. What languages does FileInvite support?

FileInvite supports the following languages:
English

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Q. Does FileInvite offer an API?

No, FileInvite does not have an API available.

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Q. What other apps does FileInvite integrate with?

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

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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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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

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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

    114

    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

    AvatarImg
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    Rick H.

    Director of Sales

    Marketing and Advertising, 1-10 employees

    Review source

    Overall Rating

    Huge time saver and error avoidance.

    Reviewed 2 years 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...

    TJ
    AvatarImg

    Thomas Jason R.

    Accounting, 51-200 employees

    Used daily for 2+ years

    Review source

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

    Share this review:

    Great for business growth

    Reviewed a year ago

    Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally.

    Pros

    Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

    Cons

    Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)

    Vendor response

    Thanks Thomas, we really appreciate your feedback. We've shared it with the product team and they would like to discuss your comments further. Please contact us at support@fileinvite.com and we can set up a time to discuss further.

    CC
    AvatarImg

    Charles C.

    Legal Services, self-employed

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend6/10

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    General Thought

    Reviewed a year ago
    Pros

    0. Simplicity and easy to use 1. Able to create Templates 2. eMail notifications being sent automatically for each message 3. An Invite can be duplicated now 4. Quick access from the link given for the Invitees with or without passport setting 5. File conversion into PDF file

    Cons

    Things to be improved rather than Cons: 1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding. 2. No memo writing function for...

    Vendor response

    Thanks Charles. We want to make the customer experience as smooth and hassle-free as possible. That's why we're constantly looking for ways to improve our service. We'll consider your feedback when improving future versions of our software, so thanks for taking the time to tell us what's important to you.

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    Dylan S.

    Insurance, 1-10 employees

    Review source

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

    Share this review:

    Gathering information made easy

    Reviewed 5 years ago

    Overall the product is good and helps our agency collect information necessary.

    Pros

    FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

    Cons

    Price is a little expensive to just receive files.

    BB
    AvatarImg

    Bruno B.

    Computer Software, 51-200 employees

    Used daily for 2+ years

    Review source

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

    Share this review:

    Great software, easy way to share documents and save time organizing files!

    Reviewed 6 years ago

    Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

    Pros

    You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

    Cons

    Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

    CR
    AvatarImg

    Chris R.

    Used daily for less than 6 months

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support

    Share this review:

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

    Reviewed 6 years ago
    Pros

    The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the...

    Cons

    It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)

    Vendor response

    Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.

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