FileInvite
FileInvite
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
Most Helpful Reviews for FileInvite
1 - 5 of 99 Reviews
Rick
2 - 10 employees
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.
OVERALL RATING:
5
Reviewed October 2021
Huge time saver and error avoidance.
Clinton
Verified reviewer
Banking, 2-10 employees
Used daily for more than 2 years
Review Source: Capterra
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2019
Get docs faster - its what it does!
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process. We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked. When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience. We have been a user for two years now with zero regrets.
PROSSimple 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. The the UI is pretty polished
CONSSome of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind.
Anonymous
11-50 employees
Used daily for less than 2 years
Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2021
This saves me SO much time, and makes my job more enjoyable.
I don't know I used to do my job before FileInvite?! It has really changed the way I work, I have a lot more time to focus on important tasks, rather than chasing people for the right 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. For your sake, seriously consider this software, it solves so many problems I didn't even know we had!!
PROSFileinvite does exactly what good software is meant to do. It makes life easier! I get the documents I need from my colleagues and their clients so quickly. If something isn't quite right, I reject it in file invite, and they usually send me the correct documents in a few hours. It also does all the file organising for me!
CONSMy only grievance is that I can't transfer an invite to a colleague. We worked around it when I went on leave, but it would be a great addition.
Vendor Response
Hi there, thank you for your kind review! Regarding your feedback, we've recently added this feature Transfer Invite. Checkout https://help.fileinvite.com/en/articles/5401626-transferring-ownership-of-an-invite for more info or contact our Customer Success team at support@fileinvite.com if you have any questions.
Replied February 2022
Alanna
Financial Services, 2-10 employees
Used daily for less than 12 months
Review Source: Capterra
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed March 2018
Its great however it is a long winded path to get into drop box
PROS
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
CONSNot liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
Santino
Education Management, 501-1,000 employees
Used daily for less than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed 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.
CONSNo major issues have been experienced with FileInvite.
Vendor Response
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
