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About

Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.

About

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations of all kinds and sizes that are interested in a secure, intelligent content platform.

Audience

Professionals and teams of all sizes, across industries

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Individuals and Teams:

Individual: Free
Personal Pro: $14/month if billed monthly, $10/month if billed annually
Business Starter: $7/user/month if billed monthly, $5/user/month if billed annually

Businesses:

Business: $20/user/month if billed monthly, $15/user/month if billed annually
Business Plus: $33/user/month if billed monthly, $25/user/month if billed annually
Enterprise: $47/user/month if billed monthly, $35/user/month if billed annually
Enterprise Plus: $50/user/month billed annually
Enterprise Advanced: Contact for pricing
Free Version Supported
Free Trial Not Supported

Pricing

$829/mo
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.6 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.7 / 5
support 4.7 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • Box is a platform that makes it its priority to be highly secure when uploading files in it and sharing it with others inside and outside of the platform, and I like that I am able to encrypt all files for more security. When working on files inside of the software, I can easily control the security when collaborating with other members and choose what type of access everyone has. Aside from this security aspect, I also like that it's able to integrate with other well-known security tools like Cisco to ensure a better experience in terms of safety. The best functionality of Box, in my opinion, is in its collaboration features, the digital whiteboard is one of them, because it's very easy to annotate things in different manners during a meeting and build ideas with other team members where there is a big creative process going on. There is a space specifically made for creating and working together on projects and I really love that it's possible to access it on a variety of platforms without the files getting altered, the way the mobile application is designed makes it easier to work on it compared to other solutions. In addition to that, the notes feature is such a great tool to obtain a quick overview of what we'll eventually be working on in a certain project.
  • The best i like about Box is how it provides very high security for our sensitive documents. Permission management is an outstanding and fantastic feature which allows us to control who has access to what information.
  • Box makes it extremely easy to manage important and sensitive documents safely and securely in the cloud. It had a simple and user friendly interface which makes it easy to use. It's a cloud-based solution thus making it very easy to access from anywhere anytime.
  • I use Box daily and it's a brilliant and exceptional tool that allows me to easily and safely manage my documents. It has a very clean and intuitive interface making it easy to use. It provides very high security for my files and i highly recommend it.
  • I like how its advanced encryption ensures that our sensitive data is protected during storage and transfer. In addition, permissions management is another outstanding feature, as it allows us to control who has access to what information, minimizing the risk of data leaks. Box also offers flexibility in collaboration that allows teams to work together efficiently.

Cons

  • I don't have a lot of negative things to say about Box, it's a software that does what it promises, although I do have a few things that I would like to point out. Firstly, I dislike that it takes a long time to upload files to the platform, this has never happened with any other tool that requires uploading files to work on the cloud, but for some reason, it happens with Box, we usually do file back-ups from time to time and it takes so long that it becomes inconvenient at some point. Secondly, I don't like that some formats are not supported by Box and some formats are supported but the viewer makes it hard to actually work on the file. If they improve these two aspects, I feel like Box could be a top-tier tool for collaboration on the cloud.
  • There is nothing to mention as a dislike about Box. It's a brilliant and exceptional tool for document management.
  • I use Box daily and till today i haven't experienced any challenges so nothing negative to mention about it.
  • I have been using Box for years now and i can't remember anything that disappointed me so nothing to dislike.
  • While Box is a powerful tool, we have experienced that syncing large files is sometimes slow, which can affect operational efficiency.

Pros & Cons from Real Users

Pros

  • The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts.
  • Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive.
  • This is such a great service for data and document collection. Personalised branding makes it even better.

Cons

  • Till now I haven't found any downside in this platform.
  • No free plan available. Otherwise it's a great DMS tool.
  • Nothing really, overall ticks all our boxes. All pros!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Box
Founded: 2005
United States
www.box.com

Company Information

FileInvite
Founded: 2014
New Zealand, United States
www.fileinvite.com

Alternatives

pCloud Business

pCloud Business

pCloud AG

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software
Mortgage Quest

Mortgage Quest

Market Focus
Air

Air

Air.inc
SynaMan

SynaMan

Synametrics Technologies
idgard

idgard

Uniscon

Categories

Categories

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Supported
Version Control Supported
Workflow / Approval Process Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

File Sharing Features

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

Cloud Storage Features

Access Control Supported
Archiving & Retention Supported
Backup Supported
Data Migration Supported
Data Synchronization Supported
Encryption Supported
File Sharing Supported
Version Control Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Supported
Task Management Not Supported
Version Control Supported
Video Conferencing Supported

Content Collaboration Features

Client Portal Supported
Cloud Storage Supported
Digital Asset Management Supported
Document Creation / Editing Supported
Document Management Supported
Electronic Signature Supported
Feedback Management Supported
File Sharing Supported
Messaging / Discussion Supported
Real-Time / Interactive Editing Supported
Roles / Permissions Supported
Search Supported
Version Control Supported
Video / Image Editing Supported
Workflow / Approval Process Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Digital Asset Management Features

Asset Categorization Supported
Asset Library Supported
Asset Sharing Supported
Brand Control Not Supported
Customizable Branding Supported
File Conversion Not Supported
Metadata Management Supported
Mobile App Not Supported
Reporting/Analytics Supported
Search Within Document Supported
Search/Filter Supported
Version Control Supported
Watermarking Supported
Workflow Management Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Electronic Signature Supported
Information Governance Supported
Mobile Access Supported
Search Supported
Version Control Supported
Workflow Management Supported

Knowledge Management Features

Artificial Intelligence (AI) Supported
Cataloging / Categorization Supported
Collaboration Supported
Content Management Supported
Decision Tree Supported
Discussion Boards Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Supported
Cloud Storage Supported
Comments / Annotations Not Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Supported
Workflow / Approval Process Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

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

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Supported
Colleges / Universities Supported
Evaluation Management Supported
Fee Management Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Not Supported
Scoring Not Supported
Self Service Portal Supported

Commercial Loan Features

Asset Management Not Supported
Audit Trail Supported
Complex Debt Structures Not Supported
Dashboard Supported
Document Management Supported
Exposure Management Not Supported
Lead Management Not Supported
Pipeline Management Supported
Risk Management Not Supported
Trend Analysis Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Not Supported
Version Control Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Not Supported
Amortization Schedule Not Supported
Application Management Supported
Auto Loans Not Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Not Supported
Investor Management Not Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Supported
Training Management Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Axis LMS Supported
Salesforce Supported
Zapier Supported
AWS Directory Service Supported
AuthN by IDEE Supported
Autodesk Construction Cloud Supported
CI HUB Supported
Couchdrop Supported
DOCBrains Supported
Gigasheet Supported
Highspot Supported
Netwrix Threat Manager Supported
Nitro PDF Supported
Product Marketing Alliance Supported
StructionSite Supported
Studio Suite Supported
TranscriptPad Supported
TrueContext Supported
Vanta Supported
nPlayer Lite Supported

Integrations

Axis LMS Supported
Salesforce Supported
Zapier Supported
AWS Directory Service Not Supported
AuthN by IDEE Not Supported
Autodesk Construction Cloud Not Supported
CI HUB Not Supported
Couchdrop Not Supported
DOCBrains Not Supported
Gigasheet Not Supported
Highspot Not Supported
Netwrix Threat Manager Not Supported
Nitro PDF Not Supported
Product Marketing Alliance Not Supported
StructionSite Not Supported
Studio Suite Not Supported
TranscriptPad Not Supported
TrueContext Not Supported
Vanta Not Supported
nPlayer Lite Not Supported
Claim Box and update features and information
Claim Box and update features and information
Claim FileInvite and update features and information
Claim FileInvite and update features and information