--- title: "FileInvite Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of FileInvite. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if FileInvite is a good fit for you!" source_url: "https://www.softwareadvice.com/loan-origination/fileinvite-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / [FileInvite](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/) / FileInvite Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/) Reviews [Alternatives](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/alternatives/) # FileInvite User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 99 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.8/5 - Value for money: 4.6/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 74 reviews (75%) - 4 stars: 22 reviews (22%) - 3 stars: 3 reviews (3%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Most mentioned pros - It's also a great price for how intuitive it is! - Fileinvite is an efficient tool for the business as it helps us to request all the documents required for the mortgage in less than 1 minute and it also saves time in saving as it will automatically downloaded in the drive. - 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. ### Most mentioned cons - The number of hours each month spent trying to chase down customers or search out the "latest" version" is incalculable. - Would like to be able to use the automatic link to Dropbox but it is not compatible for Dropbox for business. - That i can only do 25 requests a month and i need more than that in a given month sometimes. ## FileInvite customer reviews Showing reviews 1-25 of 99 (page 1). ### FileInvite review - Overall rating: 4/5 - Reviewer: Zuhairah A. - Verified reviewer: Yes - Industry: Internet - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Vendor response 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 --- ### A Great Solution for Document Collection - Overall rating: 4/5 - Reviewer: Jared F. - Verified reviewer: Yes - Industry: Banking - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates. #### Cons I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents. #### Reasons for choosing FileInvite Fileinvite had many of the features we were looking for, with several plans available. Fileinvite offers a customer portal with Branding and the security features we need. #### Vendor response Thanks for the feedback Jared, We're hoping to expand on the forms functionality soon... Replied May 2019 --- ### Get docs faster - its what it does! - Overall rating: 5/5 - Reviewer: Clinton W. - Verified reviewer: Yes - Industry: Banking - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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. The the UI is pretty polished #### Cons Some 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. --- ### A bargain for what you get - Overall rating: 5/5 - Reviewer: Mark F. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I think the system is great! I believe in time, with technology advances, it will even get better. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly. #### Cons A little tedious having to go into each form separately to get it "Live" for signing. Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year. It won't automatically default to this. #### Reasons for switching to FileInvite Cost mostly, but we also have more features with FileInvite than we did with DocuSign. #### Vendor response We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details. Replied February 2022 --- ### Best document collection platform! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used weekly for less than 12 months - Reviewed: February 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall I love the platform and use it weekly to manage several documents per client! Easiest way to organize everything need for a full package submission. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros FileInvite is the easiest platform for collecting large quantities of documents. It make the process so simple when I have to gather large financial documents that need to be kept secure. It's also a great price for how intuitive it is! #### Cons File invite doesn't have much downside. Very simple to use and good value for what it offers. Makes it very easy to share files between client and business. --- ### Huge time saver and error avoidance. - Overall rating: 5/5 - Reviewer: Rick H. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: September 2021 - Review source details: This review was submitted organically. No incentive was offered I can't tell you how much time this saves our organization. The number of hours each month spent trying to chase down customers or search out the "latest" version" is incalculable. One of the best tools any agency can have in their toolbox. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros This is fast and easy to deploy and simple enough that our customers can figure it out without any training (though there are help guides readily available). What good is having a system if your customers and staff don't use it? File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion. #### Cons Can't think of one. If it were absolutely free that would be even better, but since it saves me wasting time, I guess technically they are making me money. #### Reasons for choosing FileInvite Dreamt of this platform my whole life. --- ### A uniqe system for tracking documents from clients - Overall rating: 5/5 - Reviewer: Alon P. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I am very pleased, the clients are asking for the invite to upload files #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like the due dates and the automatic remainders #### Cons the bulk invites are not so convinient, its hard to send to part of the invitees #### Reasons for choosing FileInvite It is dedicated for collecting information #### Vendor response Thanks Alon, we're always looking for ways to improve our products. We appreciate your input, and we will share it with the rest of the product team. Replied February 2022 --- ### Brilliant time saving product - Overall rating: 5/5 - Reviewer: Renee G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2018 - Review source details: This review was submitted organically. No incentive was offered Very easy to work with, excellent customer service and always available when needed. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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 --- ### FileInvite allows me to be more efficient within my business and reduces anxiety! ;-) - Overall rating: 5/5 - Reviewer: Adam B. - Verified reviewer: Yes - Product usage: Used daily for less than 6 months - Reviewed: March 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros I like the fact that you can add your own logo so that clients are not confused by where the request is coming from, it keeps a continuity of branding. I love the fact that clients are getting text messages to let them know they have an invite, or that it is now due today. I like that I can create templates. #### Cons Not able to link to Bankstatements.com.au however I get around it by putting my link under the request Bankstatements for people to click on. I think it would be a good idea to have the ability to ask questions for clients to respond to in a check off way, sometimes it is not a document that we need but the answer to a question, once they respond it can be checked off. I would like to have a record of the invite, what was uploaded, down loaded, comments etc so I can add to my file separate to FileInvite for compliance reasons. --- ### Useful for accounting and tax firm owners - Overall rating: 4/5 - Reviewer: Arwa N. - Verified reviewer: Yes - Industry: Financial Services - Company size: 501-1000 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Its secure and fast to use. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I love the ease and security of use. Its quick to send and receive documents from clients. 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. #### Cons Would be useful to add some simple formulas to the forms. Also, the delete function can be improved. It takes forever to delete unwanted documents. #### Vendor response Thanks for the Feedback Arwa. We have some upgrades to forms on the way and have also updated file deleting with a bulk delete option. Replied February 2020 --- ### Great tool for Managing monthly marketing progam - Overall rating: 4/5 - Reviewer: Morgan v. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Support Team has been great to deal with and I would definitely recommend it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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. #### Cons Would like to be able to use the automatic link to Dropbox but it is not compatible for Dropbox for business. #### Vendor response Thanks for the great feedback Morgan, it's been great learning about how you specifically use FileInvite to improve your information request processes at your marketing agency. Thank you for taking the time to share your feedback. One of the teams has reached out regarding our Dropbox for Business integration. Replied February 2022 --- ### Used to be the best - hate paying extra for texts - Overall rating: 5/5 - Reviewer: Louise L. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Love the product and still use it all the time but are now looking at alternatives. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Loved this software and we were early adopters and it is super easy to set up and most clients can manage it really well. #### Cons Very upset to be charged now to send sms - very frustrating as they charge enough as it is and the software has not developed or improved in years. Why not make it better? #### Reasons for choosing FileInvite Even though it was more expensive, I liked it functionality - it was better than what else was around and easier to use. #### Reasons for switching to FileInvite Easier to use #### Vendor response Thank you for your feedback. We've been working hard on improving the infrastructure and performance, and we have some exciting new features on our product roadmap. Replied February 2022 --- ### Great value for the price! Easy to use and an effective way to improve productivity! - Overall rating: 5/5 - Reviewer: Chris R. - Product usage: Used daily for less than 6 months - Reviewed: May 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality. #### Cons It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.) #### Vendor response Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites. Replied May 2017 --- ### Reliable Onboarding tool - Overall rating: 4/5 - Reviewer: Arpith Sriram B. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Satisfactory #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros Ease of using file invite tool. No API integration etc. #### Cons Some of the features such as daily, weekly and monthly reminders are missing. The back page is a bit difficult. #### Vendor response Thanks for your feedback Arpith, we'd love to talk with you a bit more regarding your suggestions and what you found difficult. We endeavour to make our solution as easy for you and your clients as possible. One of our team members will be in touch, alternatively, you can reach us at support@fileinvite.com Replied February 2022 --- ### Convinient tool - Overall rating: 5/5 - Reviewer: Jenny B. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Amazing #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The product easy to use and help to save lots of time gathering documents #### Cons Sometimes it didn’t save to my one drive I need to go in file invite and manually created the folder. #### Vendor response Thank you for your feedback Jenny! Sorry to hear sometimes files didn't sync to OneDrive. There is likely a setting that needs changing in your account to get this working again, I'll have someone from our support team reach out to help you with this. Replied February 2022 --- ### Huge Time Saver! - Overall rating: 5/5 - Reviewer: John T. - Industry: Internet - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2016 - Review source details: This review was submitted organically. No incentive was offered This software was a lifesaver for our workflow! We used to spend hours chasing clients for the documents we need from them to start their application, not anymore. This software does all the chasing, and keeps everything in one place. I can now see exactly which documents have been sent to us and which ones we are still waiting for, and they're not all scattered through my email inbox. I absolutely LOVE the automatic dropbox sync. As soon as the client uploads their documents they instantly show up in an neat and tidy folder on my computer. Feedback from our clients using the software has been great, and we have noticed a massive increase in the speed that they return us the files too. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Everything is in one place and I don't have to remember to follow up the clients. #### Cons Can't reply to in-app messages by email. --- ### Sports Agency - Overall rating: 5/5 - Reviewer: Seth M. - Verified reviewer: Yes - Industry: Sports - Company size: 2-10 employees - Product usage: Used weekly for less than 12 months - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software makes signing contracts for athletes smooth and secure. It’s very easy to navigate and makes it an easy and quick process for signing contracts. #### Cons Sometimes is takes a little while to upload a document. #### Vendor response Thanks so much for the review, Seth. We're so glad that FileInvite has made your workflow easier, and we appreciate your feedback. Replied May 2022 --- ### Stop pulling your hair out! - Overall rating: 5/5 - Reviewer: Michael M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It's given me the ability to provide secure portals for exchanging both information and conversation. I can reference conversations we've had with accuracy and also review them for my next contact with them. It saves me from having to cruise my email for the last conversation we had or mistakenly delete the email. Overall clients love the security and how things are broken down by date due. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The ability to present a needs list to my client that is not overwhelmingly long. #### Cons I can't add video links to remarks. I use them to give short explainers of why it's important to give me what I need in the request. --- ### Satisfied Customer! - Overall rating: 5/5 - Reviewer: Lexi P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used monthly for more than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It was a great experience and easy to get in touch with people from FileInvite. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's easy to separate the clients and keep things organized for us and clients. #### Cons I personally do not have any negatives. --- ### Time Saver - Overall rating: 5/5 - Reviewer: Richard H. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: May 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Increases the productivity of my business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Clients love it. I can set out exactly what I need from a client and it is easy for them follow. It provides one central point for us to work together from. #### Cons I would like further integration into my CRM --- ### Easy solution for file transfer - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Translation and Localization - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### 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. #### Vendor response 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. Replied October 2018 --- ### Very easy and efficient - Overall rating: 5/5 - Reviewer: Emily H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I love fileinvite it has made collection of documents easier and more efficient. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It allows such ease to collecting documents. Also transferring documents to other programs is made easy. It has made my job a lot easier and helps me be very thorough. #### Cons I wish it isolated what you received from a client from what you still needed. --- ### Very Good and Easy Tpo Manage - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 6 months - Reviewed: March 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. easy to manage customers paper work,,, #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Documents - Overall rating: 5/5 - Reviewer: Dan S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for less than 12 months - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros I like the ease of collecting docs, getting signatures, and doing the follow up on the docs for me. #### Cons Its not able to sync to other platforms (monday.com) #### Vendor response Thanks for the feedback Dan, we will certainly log this as an integration request. Replied February 2022 --- ### FileInvite Rocks - Overall rating: 5/5 - Reviewer: Adam P. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Excellent. This has made the process of gathering information so much easier and our customers seem to enjoy the functionality and security of FileInvite. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I've been using FileInvite for over a month and it has definitely helped to streamline file collection from customers. I really enjoy being notified when a customer has reviewed the request and uploaded documents. #### Cons There were some minor issues with some of the "Live Form" fields but those issues have been resolved. ## More reviews [Next reviews](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/reviews/?page=2) --- FileInvite Reviews, Pros and Cons - 2026 Software Advice