Support Team has been great to deal with and I would definitely recommend it.

This platform makes it easy to collect and collate documents.

Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help.

It's given me the ability to provide secure portals for exchanging both information and conversation.

The product easy to use and help to save lots of time gathering documents.

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time.

Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.

Overall I think the system is great. I believe in time, with technology advances, it will even get better.

I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

Very easy to work with, excellent customer service and always available when needed.

I love the ease and security of use. Its quick to send and receive documents from clients.

It is pretty easy to use, not a lot of time to train. I like that it is secure and that our customers have their own link.

Individuals I am collecting items from find it easy to use and report that it makes a complicated course reporting process more straightforward.

The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

The bulk invites are not so convinient, its hard to send to part of the invitees.

We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Want to be able to get branding but not go premium as i dont wanted the other stuff. I dint need link to cloud or other users as work alone.

Helps the process of obtaining necessary and required documents for clients.

The link to Cashdeck was delayed, but it is part of the software now.

The support is unbelievable helpful and prompt.

Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though).

We have found it to be very easy to use. It has been well-received by the majority of our customers and it has helped us keep track of submissions from dozens of customers required for a monthly task.

Ability to customise to my requirements and ease from use from clients point of view.

Sick of thousands of emails from your clients.

Has somewhat stopped the drip feeding of documents from clients.

The auto follow up are the main thing. Together with SMS integration it makes for a great combo.

The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it.

Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.

Easy to use, simple clean interface, practically zero learning curve. Clients like it and understand it.

We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked.

It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

The team behind file invite is very friendly and responsive.

Great value for the price. Easy to use and an effective way to improve productivity.

I like that there is video tutorials available for clients who are not familiar with this sort of technology. Perfect for small tax firms and owners with independent service based businesses.

Hard to say- i guess i need more specific you tubes to explain a few things that i don’t use often.

The tool is easy to use in general, and I've found the idea mapping most helpful in preparing for presentations for work.

Every plan have their own features according to their price but you will find that all the usefull features are available in the basic plan which is the best thing that I like about this app.

Perfect to review pdf document, is like an ETL for Pdf. If you need to review whiter papers, scientific documents.

Sometimes it freezes in my ipad and at times even after using the erasure i am unable to erase the line I had drawn. It remains there to disturb my reading.

I am completely satisfied and often recommend it to my students and colleagues.

And to have them all on my iPad so that I don't have to deal with huge stacks of paper. I don't 'integrate with business processes' because I don't have business processes, whatever they may be.

Mind maps and comments are few unique features about this that other applications lacks. Also it's pricing is good according to features.

I don't like that in addition for having paid an upfront fee to purchase the product, now I need to pay a subscription fee to have access to all features.

In used mainly for reviewing journals and taking notes. I like the feature that’s linking the comments throughout the document.

I love being able to link one comment to another. I also love being able to search an entire compilation.

It has a problem when renaming the files it can’t simply copy and paste, it’s frustrating.

This is a powerful software that delivers on its promise of making your workflow paperless. It's constantly improving and I can't wait to see more seamless integrations with third-party software.

Ease of use and instalment was easy love the pen and how it interacts with ipad love the ability to highlight the pdf docs.

It’s easy to pick up, it’s easy to keep things as together or as separate as desired. Ve recommended it to a few fellow students.

But the experience can amplify with better cues and tutorials.

I love the ease of use when uploading articles. I also love the note feature.

The ability to connect ideas and thoughts from different sources is best in class. This product helps me to better understand a subject and connect the important ideas.

Ease of use, ability to cohesively work with touch devices as well as with a mouse. Its portability and flexibility.

Cannot use in the EU with all documents, due to lack of description of data privacy.

I use LiquidText when I need a special function.

Monthly plans are little expensive but worth the price.

No auto export highlights or notes to other app. Highlights order from PDF files sometimes mess up.

The implementation of some features are difficult to use and there's another features that not working properly.

The ease with which it allows me to engage with the text: it helps me pinpoint the important, the useful, and underline the impressive lines distinctly.

Connect various pdfs with notes, lines, comments is quite the best feature ever. If you need to investigate about a topic, there isn't a better app.

Overall, Liquid text is a great idea. But unless the idea is developed, I don’t think it can go any further.

LiquidText is fantastic to be able to rapidly extract and correlate information from documents.

US Dollar

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature capabilities, client portal with integrated messaging, alerts and follow-ups, audit logs and more.


FileInvite’s file request management allows users to create online forms to request documents from customers. Users can also customize the form fields and create templates for specific tasks. After a request is sent, users can track their status using custom labels, such as sent, viewed, in-process and completed.


FileInvite features automated reminders, which sends automated time-bound email notifications to clients. The product also integrates with Google Drive and DropBox, which allows users to upload documents directly from the solution.


FileInvite offers subscription pricing and is available in three different packages based on the number of users and functionality offered. The vendor offers email support to customers during business hours.



LongDescription

File Management

Messaging

User Management

Application Management

HUD Settlement Statements

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Templates

Progress Tracking

Property Tax Management

Borrower Management

Contract/License Management

SSL Security

Electronic Signature

Client Database

Mortgages

Applicant Tracking

Job Description Management

Third Party Loan Origination

Approval Process Control

Real Time Synchronization

Pipeline Management

Document Capture

Customer Database

Business Loans

Closing Documents

Collaboration Tools

Content Library

Commercial Mortgages

Full Text Search

Loan Processing

Data Import/Export

Offline Access

Mobile Signature Capture

File Transfer

File Conversion

Assessment Management

Document Classification

Self Service Portal

Contact Management

Audit Trail

Loan Servicing

Version Control

Content Management

Configurable Workflow

Loan Origination

Lead Management

Mobile Access

Compliance Management

Electronic Applications

Historical Reporting

Data Security

Loan Management

Encryption

Residential Mortgages

Multi-Company

Client Portal

Forms Management

Online Applications

Email Reminders

Outsource Processing

Workflow Management

Candidate Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Refinance Management

Payment Collection

Reminders

Auto Loans

Authentication

Customer Statements

Real-Time Chat

Employee Handbook

Chat/Messaging

Customizable Templates

Government Loans

Customer Management

Interaction Tracking

Dashboard

Audit Management

For Borrowers

Customizable Branding

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Pre-Qualification

Student Loans

Contact Database

Customizable Forms

Client Management

Drag & Drop

Multi-Branch

Promissory Notes

Secure Data Storage

Construction Loans

FileInvite offers a free plan, after which the pricing details are as follows:
Pro: $49/month billed annually and $59 billed monthly.
Team: $99/month billed annually and $119 billed monthly.
Business and Enterprise: Contact FileInvite for pricing details.

Email/Help Desk

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

FileInvite

Live Online

Webinars

Documentation

Videos

LiquidText is a note-taking solution that helps businesses collate ideas, create note relationships, handle search processes, and more from within a unified platform. It allows staff members share notes with other team members and export them in multiple file formats, including PDF and DOCx. 

LiquidText enables employees to add annotations, highlight specific parts, connect segments to source materials, map projects, and collaborate on ideas. It is available on monthly and annual subscriptions and support is extended via phone, email, and  other online measures.

FileInvite vs LiquidText

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