FileInvite Software
FrontRunners
About FileInvite
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 in...
FileInvite Pricing
14-day free trial available with unlimited functionality. LITE: $24 per month (paid annually, otherwise $29 per month) PRO: $43 per month (paid annually, otherwise $49 per month) MULTI: $87 per month (paid annually, otherwise $99 per month)
Starting price:
$24.00 per month
Free trial:
Available
Free version:
Not Available
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FileInvite Dashboard
FileInvite User Reviews
OVERALL RATING
Showing 1 - 5 of 95 reviews
Rick
Company size: 2 - 10 employees
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
October 2021
Huge time saver and error avoidance.
Renee
Verified reviewer
Company size: 2-10 employees
Industry: Financial Services
Time used: Less than 12 months
Review Source: Capterra
This review was submitted organically. No incentive was offered
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
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
Replied August 2018
Zuhairah
Verified reviewer
Company size: 5,001-10,000 employees
Industry: Internet
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
June 2021
FileInvite review
Pros
First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.
Cons
If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.
Reasons for switching to FileInvite
Abacus Private Cloud is too confusing and many feature for sharing the files is missing.
Response from FileInvite
Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at support@fileinvite.com"
Replied February 2022
Santino
Company size: 501-1,000 employees
Industry: Education Management
Time used: Less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
May 2022
FileInvite Review
Pros
FileInvite is very easy to navigate with great features to communicate between clients and myself. A very secure platform that allows for us to upload confidential files without worrying. The automated follow ups are an excellent feature that save a lot of time and provides timely reminders. The ability to save files as PDF instead of pictures saves a lot of time.
Cons
No major issues have been experienced with FileInvite.
Response from FileInvite
Thank you for your review, Santino. We are glad that our automated follow-up and auto PDF-conversions are saving you time!
Replied May 2022
Fukekila
Company size: 1 employee
Industry: Financial Services
Time used: Less than 12 months
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
June 2022
My experience is an open book. LOFY
Pros
To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients.
Cons
To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on.
