Epicor ECM vs. FileInvite

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Epicor ECM
Score 4.6 out of 10
N/A
Epicor ECM is based on docStar, a document management software offering that was acquired by Epicor in 2017.N/A
FileInvite
Score 3.5 out of 10
N/A
FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google…N/A
Pricing
Epicor ECMFileInvite
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Epicor ECMFileInvite
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Features
Epicor ECMFileInvite
Enterprise Content Management
Comparison of Enterprise Content Management features of Product A and Product B
Epicor ECM
9.4
4 Ratings
13% above category average
FileInvite
-
Ratings
Content capture & imaging9.04 Ratings00 Ratings
File sync, storage & archiving9.04 Ratings00 Ratings
Document management9.04 Ratings00 Ratings
Records management10.04 Ratings00 Ratings
Content search & retrieval10.04 Ratings00 Ratings
Enterprise content collaboration9.03 Ratings00 Ratings
Content publishing & creation9.02 Ratings00 Ratings
Security, risk management & information governance9.94 Ratings00 Ratings
Contract lifecycle management9.03 Ratings00 Ratings
Automated workflows9.94 Ratings00 Ratings
Artificial intelligence9.01 Ratings00 Ratings
Mobile support10.02 Ratings00 Ratings
Integration9.93 Ratings00 Ratings
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Epicor ECMFileInvite
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User Ratings
Epicor ECMFileInvite
Likelihood to Recommend
10.0
(7 ratings)
2.9
(6 ratings)
Usability
-
(0 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
9.9
(3 ratings)
-
(0 ratings)
Ease of integration
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Epicor ECMFileInvite
Likelihood to Recommend
Epicor Software
It is well suited for billing service storage and retrieval. It ends the need to pay extra for a storage space. It also makes for easy cleanup of files on a yearly basis.
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FileInvite
Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
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Pros
Epicor Software
  • Templates - By being able to create templates for each document type, it made organizing files much easier. It also made the titles similar in format, which also allows for better organization.
  • We were able to scan documents directly into docStar, which helped us eliminate extra steps. For example, if we were missing a page from a document, and we received it at a later time, we could scan just that page into docStar as opposed to scanning the entire document again.
  • The functionalities are straight forward, so it is not hard to use the docStar system.
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FileInvite
  • Templates are fantastic and take very little time to create a file invite.
  • Ease and simplicity of communication.
  • Ability to send reminders to ensure needs tasks are completed.
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Cons
Epicor Software
  • Cost is an issue, pricey for what it's essentially glorified cloud storage.
  • No ability to lookup vehicles by stock number or phone number.
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FileInvite
  • It takes forever to delete unwanted document in my experience.
  • The signature never appears on the right spot and the box can't be resized.
  • Our problem has always been to collect dozens of documents to submit an application.
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Usability
Epicor Software
No answers on this topic
FileInvite
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
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Performance
Epicor Software
No answers on this topic
FileInvite
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
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Support Rating
Epicor Software
Our support for DocStar has been phenomenal! They are always prompt, courteous, and effective. We have never had a bad experience with the support staff and they are always available when we need their help.
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FileInvite
No answers on this topic
Alternatives Considered
Epicor Software
A former employee of our company chose DocStar after much research and Q&A with the DocStar seller. I believe she truly put a lot of time/effort into choosing this system, but the end result is that it is not a good match for our company. After reviewing her notes, I believe she chose the system due to its ability to be customized through the template system
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FileInvite
FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.
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Return on Investment
Epicor Software
  • We have saved almost 10,000 dollars a year just in toner cost. We had to implement some up front cost for tablets and other computer aspects but the initial cost of this was about 3,000 to 4,000 dollars. docStar has saved us an instrumental amount of money and will so in the future as well.
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FileInvite
  • Positive feedback from clients and employees who have used this vs Docusign.
  • Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.
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ScreenShots

FileInvite Screenshots

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