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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

$829/mo
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

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

Cloud Storage Features

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

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Content Collaboration Features

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

Content Management Features

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

Digital Asset Management Features

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Enterprise Content Management (ECM) Features

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

Knowledge Management Features

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

Remote Work Features

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Virtual Data Room Features

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

Digital Signature Features

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

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

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

Admissions and Enrollment Features

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Axis LMS
Salesforce
Zapier
BackupGuard
ClicData
Crowdin
Darktrace
DrChrono
Highspot
Honey
Igloo
Jahia
Microsoft Power Apps
Modus
PSIcapture
Paperflite
Privacy360
Rimeto
Slemma
VoltAgent

Integrations

Axis LMS
Salesforce
Zapier
BackupGuard
ClicData
Crowdin
Darktrace
DrChrono
Highspot
Honey
Igloo
Jahia
Microsoft Power Apps
Modus
PSIcapture
Paperflite
Privacy360
Rimeto
Slemma
VoltAgent
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