FileInvite
Review of FileInvite Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About FileInvite
FileInvite Screenshots
FileInvite Features
FileInvite Integrations
Customer Reviews
See why people love FileInvite
Zuhairah A.
Verified UserInternet · 5001-10000 employees
FileInvite review
Verified reviewer
- 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
- 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
Switched From
Abacus Private Cloud is too confusing and many feature for sharing the files is missing.
Jared F.
Verified UserBanking · 51-200 employees
A Great Solution for Document Collection
The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.
- 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
- 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
Why they chose it
"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."
Clinton W.
Verified UserBanking · 2-10 employees
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.
- 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
- 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
Mark F.
Verified UserNon-Profit Organization Management · 11-50 employees
A bargain for what you get
Overall I think the system is great! I believe in time, with technology advances, it will even get better.
- 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
- 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
Switched From
Cost mostly, but we also have more features with FileInvite than we did with DocuSign.
Rick H.
Verified UserMarketing and Advertising · 2-10 employees
Huge time saver and error avoidance.
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.
- 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
- 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
Why they chose it
"Dreamt of this platform my whole life."
Alon P.
Verified UserAccounting · 2-10 employees
A uniqe system for tracking documents from clients
I am very pleased, the clients are asking for the invite to upload files
- I like the due dates and the automatic remainders
- the bulk invites are not so convinient, its hard to send to part of the invitees
Why they chose it
"It is dedicated for collecting information"
Renee G.
Verified UserFinancial Services · 2-10 employees
Brilliant time saving product
Very easy to work with, excellent customer service and always available when needed.
- 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
- Nothing to fault with the product at all
Adam B.
Verified UserFileInvite allows me to be more efficient within my business and reduces anxiety! ;-)
Verified reviewer
- 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
- 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
Arwa N.
Verified UserFinancial Services · 501-1000 employees
Useful for accounting and tax firm owners
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.
- 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
- 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
Calvin O.
Verified UserEasy 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.
- 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
- 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
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This is very useful service. The company presents itself in a very professional manner.
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