FileInvite

Rating

4,5

Renee G.

Industry: Financial Services

Company size: 2-10 Employees

Brilliant time saving product

Used Daily for 6-12 months

Reviewed on 2018/08/14

Review Source: Capterra

Very easy to work with, excellent customer service and always available when needed.

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.

Response from FileInvite

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

Rating breakdown

Value for Money

Ease of Use

Customer Support

Likelihood to recommend: 10.0/10

Jared F.

Industry: Banking

Company size: 51-200 Employees

A Great Solution for Document Collection

Used Weekly for 1+ year

Reviewed on 2019/05/17

Review Source: Capterra

The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

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.

Response from FileInvite

Thanks for the feedback Jared,
We're hoping to expand on the forms functionality soon...

Rating breakdown

Value for Money

Ease of Use

Customer Support

Likelihood to recommend: 9.0/10

Alanna R.

Industry: Financial Services

Company size: 2-10 Employees

Its great however it is a long winded path to get into drop box

Used Daily for 6-12 months

Reviewed on 2018/03/08

Review Source: Capterra

Pros

I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Cons

Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

Rating breakdown

Value for Money

Ease of Use

Customer Support

Likelihood to recommend: 8.0/10

Louise L.

Industry: Financial Services

Company size: 2-10 Employees

It is the best and simplest solution to a big bad issue

Used Daily for 2+ years

Reviewed on 2020/10/29

Review Source: Capterra

Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average

Pros

Works so well with bankstatementscom.au and any team member can use it

Cons

Wish we would create a form which has to include a mandatory answered questions such as work details for last three years

Response from FileInvite

Many thanks for the review and feedback regarding compulsory form fields Louise.

Rating breakdown

Value for Money

Ease of Use

Customer Support

Likelihood to recommend: 10.0/10

Clinton W.

Industry: Banking

Company size: 2-10 Employees

Get docs faster - its what it does!

Used Daily for 2+ years

Reviewed on 2019/05/17

Review Source: Capterra

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.

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.

Rating breakdown

Value for Money

Ease of Use

Customer Support

Likelihood to recommend: 10.0/10

User recommendation

9,2/10

Based on 66 user ratings

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User recommendation

8,6/10

FileInvite Pricing

Starting from

US$12,00/month

Free Trial

Subscription

Value for money

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)

Read more Minimize

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)

Value for Money

4,6/5

Based on 66 user ratings

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Value for Money

4,3

FileInvite Features

API

Access Control

Activity Dashboard

Activity Tracking

Automatic Notifications

Chat

Collaboration Tools

Collaborative Workspace

Commenting

Customizable Branding

Data Import/Export

Document Management

Document Storage

Drag & Drop Interface

File Management

Permission Management

Reporting & Statistics

Search Functionality

Third Party Integration

Workflow Management

Features

4,5/5

Based on 66 user ratings

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Features

4,4