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Average Ratings

12 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
    See pricing details
  • Pricing Details
    We offer a 14 Day Free Trial with Unlimited Functionality.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • FileInvite
  • www.fileinvite.com
  • Founded 2014
  • New Zealand

About FileInvite

FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. 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. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today!


FileInvite Features

  • Audit Trail
  • Chat / Messaging
  • Collaboration
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Encryption
  • File Synchronization
  • Search
  • User Management
  • Version Control
  • Workflow Management

FileInvite Reviews Recently Reviewed!

Great software, easy way to share documents and save time organizing files!

Nov 02, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Cons: Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Overall: Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Excellent platform, easy to use. Does what it's supposed to with zero extra nonsense.

Jun 21, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, simple clean interface, practically zero learning curve. Clients like it and understand it.

Cons: Not much. Need to remember to turn off the automated email reminders to the client sometimes. Early on I had an issue adding new contacts but I figured it out.

Overall: no more emailing documents, easy to accept/reject & explain what's needed all in one place

Vendor Response

by FileInvite on June 22, 2017

Hey Michael, thanks for the awesome review! We're stoked that you and your customers are enjoying using the fileinvite software platform and that it's adding great value to your business.

Easy to use, takes the effort out of worrying about missed emails of supporting documents

Jun 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Setup the list of required documents needed and send, doesn't get any easier than that. Easy for client to understand what they need to do , Access via the smart phone is a plus as well.

Cons: .

Overall: easy setup and you don't need to worry, when the client accesses the portal you are notified

Vendor Response

by FileInvite on June 20, 2017

Hey Adrian, thanks for the awesome review, we're stoked you're getting great results using the software!

Fantastic - Simple to use and an easy way to gather documents.

May 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

Cons: Would like files to sync with OneDrive and Box. Also, the speed throughout the site can be on the slow side.

Vendor Response

by FileInvite on May 10, 2017

Hey James, thanks for the awesome review! We stoked that you're enjoying the ease of use for yourself and your clients.

It is easy to use and has reduced my workload.

May 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Templates make it easy to send out requests quickly and it helps keep documents organised for filing.

Cons: .

Vendor Response

by FileInvite on May 10, 2017

Hey Tracy, thanks for taking the time to give an awesome review! We're glad fileinvite is working great for you to organize your filing and reduce your workload! Your feedback helps us make fileinvite even better!

Easy and safe to use for everyone.

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Safe for customers to upload their information. Easy to explain to customers exactly what we want from them. Messages can be sent back and forth if their are any questions.

Cons: Haven't found anything I dislike. Its easy to use. It's safe to use. Customers have embraced it completely.

Overall: Ease of use. Safe to upload documents. We can customise or just send already customerised templates to customers.

Vendor Response

by FileInvite on May 10, 2017

Hi Lynne, thanks for the awesome review! We're glad that you and your customers enjoy using the platform!

Great value for the price! Easy to use and an effective way to improve productivity!

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

by FileInvite on May 08, 2017

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.

Does as its says - document collection on autopilot!

May 08, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Its intuitive and simple to use for both our business and clients. The setup was very easy and our team adopted it very quickly without mush fuss.

Cons: Sometimes its a little slow but developers have said this is to be improved soon. (on that note their customer service is pretty good!)

Overall: Saves us a lot of time!!!

Vendor Response

by FileInvite on May 08, 2017

Hey Clinton, thanks for the awesome review! Yes we have a full rebuild of the framework in the current development road map which will greatly speed up the platform processing times.

Great time saver for collecting documents

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: simple to use for us and the clients. We can modify requested documents easily and give detailed instructions as required

Cons: We still need to review each document received to check what it is if the client has not labelled files clearly.

Vendor Response

by FileInvite on May 08, 2017

Thanks for the awesome review Tony! Did you know that you can preview the documents that have been received in the invite > requests tab. Hope that helps!

Clients love it we love it

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: One place for uploading all docs. one place to check. One place for clients to go and make notes. Auto COnverting to pDF;s also awesome

Cons: Duplicating intro emails would be good - as in notes - we say similar stuff when sending out we have templates for the actual documents but can not copy/duplicate/drop in a note/intro as yet....

Vendor Response

by FileInvite on May 09, 2017

Hey Pat, thanks for the awesome review and feedback, we take all comments on board and helps us make fileinvite even better for future releases.

Really Useful Tool!

Sep 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: how much time it saves

Overall: This has made life a whole bunch easier, being able to be hands off in the process when collecting client collateral is key.

Huge Time Saver!

Sep 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Make sure you set up cloud storage sync with Dropbox or Google Drive in your settings. Huge benefit.