Esker vs. FileInvite

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Esker
Score 8.6 out of 10
N/A
Esker offers their eponymous document automation platform, for paperless ordering and billing, and accounts payable / accounts receivable (AP / AR). It can be delivered as a cloud offering (as Esker on Demand), or on-premise (as Esker DeliveryWare).N/A
FileInvite
Score 7.4 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
EskerFileInvite
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
EskerFileInvite
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
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EskerFileInvite
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User Ratings
EskerFileInvite
Likelihood to Recommend
10.0
(17 ratings)
6.7
(5 ratings)
Usability
5.5
(2 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(2 ratings)
Support Rating
9.4
(17 ratings)
-
(0 ratings)
Ease of integration
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
EskerFileInvite
Likelihood to Recommend
Esker
Esker On Demand is great for Sales Order Processing order creation. We use it with web services. It can make table read calls, test order creations (simulate order), and help with order creation. They are also working on change order management, but if you have multiple order entry methods or touch points, this feature may not be usable for your company.
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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
Esker
  • Esker makes automated invoice sending very easy
  • Esker tracks the sending of documents & records whether or not the message was successful
  • Esker offers various reports that can be very helpful
  • Esker stores all of our customers' contact info on the cloud, and it can be accessed from anywhere
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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
Esker
  • We can't enter credit memos in Esker. Need to enter in SAP and then link.
  • PO invoices that were trained to go into the PO bucket, route into the non-PO buckets.
  • Freight invoices that have had hundreds going into the non-PO bucket have a tendency to route to the PO-bucket because a PO number is referenced on page 7.
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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
Esker
Esker does everything that it promises to do, but it is very hard to figure out. I am a very tech-savvy person, but I needed extensive training to be able to use the basic functions of Esker. Once you know what you're doing, it's not too hard, but I don't understand why they couldn't make it easier to use.
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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
Esker
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
Esker
They have been very helpful and the online support site is awesome. They keep the site up to date with the latest changes and present challenges to keep learning the new updates to keep things entertaining. They are overall a great crew to work with
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FileInvite
No answers on this topic
Alternatives Considered
Esker
I have listed a few that we considered but there were many more in the initial assessment, Esker was priced well and had the best user interface. Was really easy to use and the implementation process was well designed. It was a system that could handle a two tiered delegations of authority for project expenditure and operational expenditure.
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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
Esker
  • We now have reporting available down to the individual field level (changes, errors, etc) and can calculate cost to serve.
  • It replaced on-premise hardware with cloud SaaS that is more cost effective and risk adverse.
  • It is more intuitive; we can put new hires on order entry and experience less user errors. As a solution owner who fixes problems and answers questions, I don't find myself having to "think" about Esker and it has become a smaller part of my job now that end-users are more self-sufficient.
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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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