FileInvite

FileInvite

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Score 7.1 out of 100
FileInvite

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Pricing

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What is FileInvite?

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…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://fileinvite.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is FileInvite?

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 Drive.

The vendor says key features & capabilities include:

  • Templates for regularly requested sets of documents from client and and easy to use client interface helps thousands of companies close more customers by rapidly.
  • Collecting multiple documents from a stream of new clients, approving, managing and storing the files for action or compliance.
  • Automated reminders that take care of the the awkward follow up messages as your specified due date arrives.
  • PDF conversion means any document a client submits, conveniently saves in PDF format for retrieval from your cloud drive.
  • Large file support
  • Audit trail and history of interactions is also recorded for regulatory purposes.

FileInvite Features

  • Supported: Document requests
  • Supported: Automated Reminders
  • Supported: PDF conversion

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FileInvite Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

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Reviews and Ratings

 (10)

Ratings

Reviews

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Score 10 out of 10
Vetted Review
Verified User
Review Source
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.