FileInvite vs. PandaDoc Comparison


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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.	About PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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 Professionals and teams of all sizes, across industries	Audience Mid-Market and Enterprises
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $0/month/1 user Free Version Free Trial	Pricing Free Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 4.3 / 5 Read all reviews	Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.5 / 5 design 4.6 / 5 support 4.7 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com	Company Information PandaDoc Founded: 2011 United States demo.pandadoc.com/
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Mortgage Quest Market Focus	DocuGenerate
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Collect	Sign.Plus Alohi
Avvoka View All	Zapendo View All
Categories Admissions and Enrollment Commercial Loan Digital Signature Document Collaboration Document Generation Document Management File Sharing Legal Document Management Loan Origination Loan Servicing Mortgage and Loans Onboarding Portal Workflow Management	Categories Billing and Invoicing Contract Lifecycle Management (CLM) Contract Management CPQ Digital Signature Document Management Document Workflow E-Notary Proposal Management Quoting Renewal Management Sales Enablement Workflow Management
Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking 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 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 Show More Features 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 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 Generation Features Batch Processing Collaboration Digital Signature Interaction Tracking Multiple Output Formats Templates File Sharing Features Audit Trail Chat / Messaging Collaboration Document Management Drag & Drop Electronic Signature Encryption File Synchronization Search User Management Version Control Workflow Management 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	Digital Signature Features Audit Trail Authentication Auto Reminders Customizable Templates Document Analytics Mobile Signature Multi-Party Signing Progress Tracking Task Progress Tracking 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 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 Show More Features Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Contract Management Features Buy Side (Suppliers) Completion Tracking Compliance Tracking Contract Lifecycle Management Electronic Signature Full Text Search Government Contracts Pre-built Templates Sell Side (Customers) Specialty Contracts Version Control Workflow Management Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management
Integrations Box Capsule Dropbox Google Drive Zapier AppManager COZYROC SSIS+ Suite CloudNuro Cobalt DoorLoop FlowMate HubSpot CRM Quickwork Slack Square for Retail Stripe Zendesk Sell intelliHR monday.com trumpet Show More Integrations View All 6 Integrations	Integrations Box Capsule Dropbox Google Drive Zapier AppManager COZYROC SSIS+ Suite CloudNuro Cobalt DoorLoop FlowMate HubSpot CRM Quickwork Slack Square for Retail Stripe Zendesk Sell intelliHR monday.com trumpet Show More Integrations View All 73 Integrations
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