FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. It offers file request management, reminders and cloud storage functionalities within a suite.

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.



42 Reviews of FileInvite

Overall rating

4.79 / 5 stars

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Showing 1 - 20 of 42 reviews

December 2018

Lisa from Beacon

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Stress-Free Tracking

Pros

The fact that you can receive larger documents all at once, as opposed to having to break them up by sending via email.

Cons

No down sides that I found. It all worked for what I needed.

December 2018

TABITHA from United Nations

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Perfect Software to Use

FileInvite has assisted us to manage files and information received from our clients. The item is user-friendly and very stable.

Pros

I like the fact that with FileInvite, everything is placed in one position, which means, one will not spend all of their time following the clients, Again, FileInvite has a friendly user design, which makes it easy for the user to customize and develop different templates. Furthermore, it is possible to upload all the documents in one file. Therefore, FileInvite is a significant tool for collecting the required information.

Cons

Sometimes, FileInvite takes longer when uploading files. I wish the vendor could make it faster, by customizing it to fit all the customers' needs. Otherwise, FileInvite is a reliable tool for organizations.

November 2018

Dylan from Joe Bonene Insurance Services, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Functionality

3 of 5

November 2018

Gathering information made easy

Overall the product is good and helps our agency collect information necessary.

Pros

FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

Cons

Price is a little expensive to just receive files.

October 2018

Kristi from Peoples

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

October 2018

Great customer service

Pros

Responded quickly to my questions or concerns

Cons

Great service don’t have anything bad to say

October 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

October 2018

Easy solution for file transfer

Pros

I am working with tens or even hundreds of files on daily basis, transferring back and forth. FileInvite makes it all easier and painless.

Cons

I haven't found any cons so far, it's a brilliant solution for file transfers.

Response from FileInvite of FileInvite

Replied October 2018

Thanks for the review. It's great to see we can be a solid part of your workflow for collection and transferring files for translation.

October 2018

Sahil from Hdfc bank

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

October 2018

FileInvite is a cloud based solution system

Its a great software and my experience with FileInvite was closer to satisfaction.

Pros

FileInvite is an easy way to share the documents and it also saves time in file organization. I can keep all my documents precisely where i need them and I can make my own templates.
The best feature of this software is its user interface. It is very easy to use and it is an effective way to improve productivity.
Integration with Google Drive is also very convenient. The software is easy to set up and amend.

Cons

The only thing I found negative is that the site is not mobile friendly but I know the FileInvite team must be working on it.

October 2018

Ann from Michael MacDonald Financial

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

October 2018

FileInvite

If we had a younger audience and computer savvy clients this would have worked wonders for us but unfortunately that is not currently the case.

Pros

The program was on a trial basis. We are a small office and wanted to see if our clients would be responsive as they are an older generation. The software is easy to use.

Cons

The software is good but again due to the age of most of our clients it was difficult to work with the clients to educate them on how to use the program.

August 2018

Renee from I Know The Broker

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Brilliant time saving product

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

Pros

I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

Cons

Nothing to fault with the product at all.

Response from FileInvite of FileInvite

Replied August 2018

Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com

August 2018

Camille from Smartleaf

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

August 2018

WOW all documents managed easily

Pros

We're a company that has to deal with A LOT of paperwork from prospects and clients so this makes a world of difference for us -- to know the status of every single file we need.

Cons

For some companies, I could see security being a huge issue here, so it really depends on the industry/ nature of the files. Also, a Hubspot integration would be great for us

Response from FileInvite of FileInvite

Replied August 2018

Thanks for the review Camille. We'll add a Hubspot integration to our list and explore.

August 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

August 2018

Enjoying this application.

I like this application and use it on the regular basis as part of conducting business.

Pros

Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

Cons

Would be very helpful to have some additional features added, like a time stamp, for a example.

April 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Easy way to collect the documents without chasing the client

Easily collect documents and keep track over them without chasing them for documents

Pros

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

Cons

many more additional features can added,timestamp,sent out share etc so as may features can be added

March 2018

Mark from Silverleaf

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Awesome Software

Simplify the contact with clients and all files are kept out of my inbox where they can be missed, and so keeps things organised and clients have an easy set of instructions on what to do.

Pros

Keeps files out of my inbox and easily managed via file invite, auto reminders for my clinets, can customise what list of items are asked for, and links to various other software like Box, Dropbox or Google Drive,

March 2018

Sarah from Lets Talk! Mortgages & Insurance

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

I love Fileinvite - finally my world is easier and clients know what to do!

Pros

Its so easy with templates - and I do tailor each clients needs as well. I know when they are working on my requests and we have easy conversations between us to get to an end result - that being I have the documents I need from them - what a win/win

Cons

I do love this software - would like it to be a bit cheaper however the professionalism it shows to my clients is worth it - I have even put other advisers onto FileInvite. There's enough work for all of us!

March 2018

Kate Rae from St Luke's Episcopal Church

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Set it and forget it -- and still get what you need

Hours of my time and focus back.

Pros

I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.

Cons

The menu has a lot of options that are symbol-based, so it can be hard to know where to go for what you need. Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be.

March 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2018

Great document collection tool - makes the process easy to collect documents.

Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Pros

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

Cons

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

March 2018

Bronwyn from Your Mortgage Options c/o Claire Drage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

AMAZING, so easy to use and communicate with clietns

This program saves so much time when it comes to sorting and converting docs to PDF.

Pros

Being able to communicate with Clients, they can see us accepting documents. This gives them the peace of mind there files are being worked on

Cons

The only donw side is after a fileinvite is closed it deleted after a while. So when clients say they have uploaded and you have saved all the doucments its hard to reopen to show them what they sent.

March 2018

Calvin from Oak Tree Mortgages

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Easy to use, easy to set up and provides our company with a professional image

Much greater security for sending and receiving customer information , both documents and messages. A more professional customer experience.

Pros

The on-boarding process as a new user is very good with helpful videos. The software is easy to set up and amend. The option to upgrade to custom branding presents a professional image to our customers. I feel this is a much safer system than allowing customers to send their documents to us via unencrypted emails.

Cons

I would love this software to integrate with Timely who provide our office diary. I would also like the option for a file invite to expire and be deleted from the providers server after a set time.

March 2018

Richard from Mortgage Choice

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

4 of 5

March 2018

Has made me much more productive

Increased prodctivity. Decreased frustration

Pros

Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Cons

Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

March 2018

Ryan from Directors Financial Group NMLS # 177087

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!

It is a huge time saver!

Pros

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.

March 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Very Good and Easy Tpo Manage

easy to manage customers paper work,,,

Pros

Alerts and Advises Me any time there is activity.... Ability to use is simple. Keeps Data Manageable.

Cons

ability to reply with personal message are Not easy to find if it is available. sends my name double in messages