FileInvite

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FileInvite
Score 4.1 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
FileInvite
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
FileInvite
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
FileInvite
Considered Both Products
FileInvite
Chose FileInvite
Similarly, I found FileInvite to be easier, cheaper, and has more functionality that is useful for me.
Chose 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.
Chose FileInvite
Client Management, Team Collaboration, Customer Statements, Pre-Qualification, Closing Documents, Contact Database Messaging.
Chose FileInvite
There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.
Top Pros
Top Cons
Best Alternatives
FileInvite
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Medium-sized Companies
MSB Docs
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Score 9.7 out of 10
Enterprises
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All AlternativesView all alternatives
User Ratings
FileInvite
Likelihood to Recommend
3.4
(6 ratings)
Usability
10.0
(1 ratings)
Performance
10.0
(1 ratings)
Ease of integration
10.0
(1 ratings)
User Testimonials
FileInvite
Likelihood to Recommend
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
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
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
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
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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Alternatives Considered
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.
Read full review
Return on Investment
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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