FileInvite

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FileInvite
Score 1.1 out of 10
N/A
FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google…N/A
Pricing
FileInvite
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
FileInvite
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
FileInvite
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User Ratings
FileInvite
Likelihood to Recommend
1.0
(0 ratings)
Usability
7.0
(0 ratings)
Performance
10.0
(0 ratings)
Ease of integration
10.0
(0 ratings)
User Testimonials
FileInvite
Likelihood to Recommend
Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
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Pros
  • Nice and simple software.
  • Fairly simple from the user side.
  • Easy to use and communicate with clients.
  • Very easy to work with, excellent customer service and always available when needed.
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Cons
  • Some clients complain about the number of emails they receive from the automated system.
  • Some tasks are more complicated than they should be.
  • Some clients have voiced their concerns about how complicated the system is on their end.
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Usability
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
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Performance
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
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Alternatives Considered
There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.
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Return on Investment
  • Positive feedback from clients and employees who have used this vs Docusign.
  • Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.
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ScreenShots

FileInvite Screenshots

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