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FileInvite

FileInvite is a document collection and e-signature platform that simplifies the process of gathering information and signatures from clients or customers. It enables users to create customizable invite links for documents, track progress in real-time, and receive notifications when documents are signed. The software streamlines workflows, reduces paperwork, and increases productivity by automating manual processes.

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Reviews and Ratings of FileInvite

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G2 Rating

4.2 (11 Reviews)

SaasGuro Rating

Overall 4.7 (110 Reviews)
Value for Money
Ease of Use
Support

Capterra Rating

4.7 (99 Reviews)

What verified reviews from expects say about
FileInvite

Insights from field experts about FileInvite from first hand

T. Harris

I was disappointed with FileInvite's clunky interface and limited customization options. The automated follow-up features didn't quite live up to their promise, resulting in missed deadlines and frustrated clients for me.

T. Robinson

I'm thoroughly impressed with FileInvite's ease of use and streamlined workflow. It significantly reduced document collection time for clients, improved transparency, and enhanced our overall efficiency in managing requests. A valuable addition to our practice.

C. Robinson

I've thoroughly enjoyed using FileInvite to streamline my client onboarding process. The intuitive interface and seamless integration with existing tools have saved me a significant amount of time and reduced administrative burdens greatly!

T. Wright

I've been using FileInvite for my accounting practice and it's been a game-changer. The automated document collection process has streamlined our client onboarding and significantly reduced paperwork, saving us hours of staff time each week. Highly recommended!

L. Garcia

I've streamlined my document sharing and e-signing process with FileInvite. Their intuitive interface and seamless integrations have saved me hours of administrative time, allowing me to focus on higher-value tasks while maintaining top-notch customer experience.

L. Edwards

I've had the pleasure of using FileInvite for all our client onboarding and document collection needs. The user interface is clean, intuitive, and easy to navigate, even for those who aren't tech-savvy. I appreciate how it allows us to create custom invitation links that can be shared with...

FileInvite is best fit for these top industries

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Manufacturing

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Hospitality

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Agriculture

Agriculture industry software for crop management, livestock tracking, and supply chain operations. Advanced solutions to monitor growth, manage resources, and ensure sustainability. Key tools for efficient and productive farming practices.

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Frequently asked questions about FileInvite

Find answers to the most relevant queries to be able to make decisions right away.

What is FileInvite?

FileInvite is a digital document request and delivery platform that streamlines the process of collecting, reviewing, and signing documents electronically.

How does FileInvite work?

FileInvite allows you to create customized electronic document requests for clients or stakeholders, which can be easily completed, reviewed, and signed online.

What types of files can I request with FileInvite?

You can request a wide range of file types, including PDFs, Word documents, Excel spreadsheets, contracts, and more.

Is FileInvite secure?

Yes, FileInvite is built with security in mind. All documents are encrypted in transit and at rest, and access controls ensure that only authorized users can view or edit requests.

Can I customize the document request process with FileInvite?

Yes, you can tailor the document request process to fit your specific needs and workflows. This includes customizing the layout, adding fields for client information, and more.

How do clients interact with FileInvite?

Clients receive a secure link via email or text message to access and complete electronic requests. They can then upload files, sign documents, and submit requests electronically.

Can I integrate FileInvite with my existing CRM or practice management system?

Yes, FileInvite offers integrations with popular CRMs and PMS systems, as well as custom API connections to ensure seamless workflow integration.

What kind of support does FileInvite offer?

FileInvite provides dedicated customer support via phone, email, and online chat. We also offer extensive documentation, tutorials, and training resources to help you get the most out of our platform.

Is FileInvite affordable for small businesses or solo practitioners?

Yes, FileInvite offers flexible pricing plans that are designed to fit the needs of businesses of all sizes. We also offer discounts for annual commitments and customized quotes for large-scale deployments.

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