No more chasing clients for incomplete forms and documents! FlieInvite does the work for you.
May 09, 2022

No more chasing clients for incomplete forms and documents! FlieInvite does the work for you.

Jose Beaton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FileInvite

We purchased this software at the start of our summer season to help us with registration for our summer campers. We require anywhere from 5-8 forms and documents from parents and even more from our seasonal staff, alongside numerous vendors that we contract with throughout the summer and into the fall. Handling these various files and forms via email had become quite cumbersome so we we made the decision to try and streamline our document collection process.
  • Intuitive collection process for required documents and forms
  • E-sign for single and multiple parties is a breeze!
  • Outstanding integration with our existing data server to manage complete vs incomplete documents and forms
  • Our organization requires paper copies in addition to e-files and mass printing functionality just isn't there.
  • Steep learning curve on managing due dates as some clients still persist in procrastinating.
  • Back-door file collaboration with clients who insist on signing physical paper is a bit challenging when you can't complete forms online for the user.
  • Automation!
  • Auto PDF conversion for our printing requirements
  • Integration with our existing data server and ability to quick-capture response performance
  • Close to 40% decrease in document return turnaround
  • High satisfaction response from both organizational users and clients
  • Increased frustration from our elderly and/or less tech savvy clients who cannot or do not wish to fill out electronic forms

Do you think FileInvite delivers good value for the price?

Yes

Are you happy with FileInvite's feature set?

Yes

Did FileInvite live up to sales and marketing promises?

Yes

Did implementation of FileInvite go as expected?

Yes

Would you buy FileInvite again?

Yes

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.