FileInvite vs. PinPoint Document Management System Comparison


FileInvite	PinPoint Document Management System LSSP Corporation	+	+
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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 PinPoint DMS allows you and your staff to access files and data from anywhere in the world. Running on all platforms including MAC and mobile devices, PinPoint includes built-in tools for Workflow Management, Records Management, Onboarding, Publishing, Versioning, and full Content Search. The system can also automatically file documents without any human intervention. For over 19 years, PinPoint DMS has been enhancing our features that our competitors are just beginning to add. Find out how our document management software can help your organization go completely paperless!
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	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Professionals and teams of all sizes, across industries	Audience All Types of Businesses and Departments
Support Phone Support 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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $829/mo Free Version Not Supported Free Trial Not Supported	Pricing Ranges from $1 to $20 a month per user The more user licenses, the less cost per user. Smallest system starts at 3 users and can go to an unlimited number of users. Free Version Supported Free Trial Supported
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 4.9 / 5 ease 4.7 / 5 features 4.8 / 5 design 4.6 / 5 support 4.8 / 5 Read all reviews
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!	Pros & Cons from Real Users Pros I like that the tool is very secure and that it makes document management and collaboration seamless. It is very secure and comes with sufficient cloud storage. What's more the software is easy to scale, manage and customize. Throughout the years, Pinpoint has gotten even better. They are regularly updating it with new features that were either requested by their customers or developed by themselves to improve their product. We specifically love their in-depth search feature due to an exceptional OCR function. This helps us to search the details of a documents successfully. Additionally, since we are cloud based, we can access Pinpoint wherever we are located. Their customer service is top notch. If we have any questions about how to do something, our project manager will give us steps to figure out how to implement the task correctly. Sometimes there might be a technical issue that needs to be resolved. Their technical support is efficient and the issue will be fixed within an hour of submitting a ticket. 1. Easily assessible 2. Drag and drop technology 3. There are no unnecessary features that you have to sit and wonder about, everything that is on there, you can use. We have been so impressed with this company and the ease of the product. The staff is always there to help us and willing to consider any suggestions we make. We wish all of the vendors we deal with were as good. Moving from another document management software to PinPoint is one of the best things we have done so far. PinPoint lets me drag and drop any kind of file into its automated filing system and then make changes without having to leave their site. It has made me more efficient and feel good that everything is in the same place. Cons With such an effective document manager, I cannot afford to complain. It is a very effective solution for business. We have no cons for Pinpoint. We highly recommend them. The price is slightly on the steep end but is comparable to other programs of the same stature. I do not really have anything to list at this point. I've had a good experience so far. No complaints to report.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com	Company Information LSSP Corporation Founded: 2001 United States lsspdocs.com
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Categories Admissions and Enrollment Supported Commercial Loan Supported Digital Signature Supported Document Collaboration Supported Document Collection Supported Document Generation Supported Document Management Supported File Sharing Supported Legal Document Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported Onboarding Supported Portal Supported Workflow Management Supported	Categories Archiving Supported Collaboration Supported Document Control Supported Document Management Supported Document Version Control Supported File Sharing Supported Records Management Systems (RMS) Supported Workflow Management 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 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 Show More Features 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 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 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	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 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 Not Supported Search Supported User Management Supported Version Control Supported Workflow Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Not Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Not Supported Workflow Configuration Supported Show More Features Archiving Features Access Control Supported Data Deduplication Not Supported Document Management Supported eDiscovery Not Supported Email Archiving Supported Multimedia Archiving Not Supported Retention Management Supported Storage Management Supported Version Control Supported Web Archiving Not Supported Collaboration Features Brainstorming Supported Calendar Management Not Supported Chat / Messaging Not Supported Contact Management Supported Content Management Supported Document Management Supported Project Management Supported Real Time Editing Supported Task Management Supported Version Control Supported Video Conferencing Supported Document Control Features Archiving & Retention Supported Automated Routing Supported Change Management Supported Compliance Management Supported Electronic Signature Supported Escalation Management Supported Periodic Review Supported Version Control Supported Document Version Control Features Access Controls/Permissions Supported Approval Process Control Supported Archiving & Retention Supported Audit Trail Supported Commenting / Notes Supported Document Check-in / Check-out Supported For Engineering Documents Supported Revision History Supported Version Comparison Supported Version Rollback Supported
Integrations Google Drive Supported Microsoft OneDrive Supported Salesforce Supported Axis LMS Supported Box Supported Docusign Not Supported Dropbox Supported Ellucian Banner Not Supported HubSpot CRM Supported Microsoft 365 Not Supported QuickBooks Online Not Supported Zapier Supported Show More Integrations View All 8 Integrations	Integrations Google Drive Supported Microsoft OneDrive Supported Salesforce Supported Axis LMS Not Supported Box Not Supported Docusign Supported Dropbox Not Supported Ellucian Banner Supported HubSpot CRM Not Supported Microsoft 365 Supported QuickBooks Online Supported Zapier Not Supported Show More Integrations View All 8 Integrations
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