FileInvite

FileInvite

5.0 out of 5 stars
FileInvite SuiteFiles

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FileInvite:

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.
SuiteFiles:

About

Manage, edit, share & sign documents - your way. Everything you need in one place. One source of truth. Templates & edit documents. Connect with Xero. Collaborate with clients. Sign digitally. Manage emails & tasks. We have some Suite clients. From our home in NZ through to Australia, the UK and the rest of the world, we have clients who help all kinds of businesses. How it works. Sign In Log into SuiteFiles using your Microsoft 365 credentials. Connect your Apps. Connect your email, Xero and any other integrated apps you use. Manage your files Save, view and edit all of your documents, emails and tasks directly in SuiteFiles. Collaborate. Use SuiteFiles to share documents with clients, request new files, have contracts signed and more. Everything you need to manage your documents. One place for everything. Create, edit & collaborate. Keep your files and emails in the one place. Create and edit documents within SuiteFiles, and collaborate in real time with Microsoft 365 Documents
FileInvite:

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
SuiteFiles:

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
FileInvite:

Audience

Professionals and teams of all sizes, across industries
SuiteFiles:

Audience

Accountants and SMEs looking for a file management in the cloud software that easily stores and manages all folders, files, emails and client documents in the cloud
FileInvite:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
SuiteFiles:

Support

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

API

Offers API Supported
SuiteFiles:

API

Offers API Not Supported
FileInvite:

Screenshots and Videos

SuiteFiles:

Screenshots and Videos

FileInvite:

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
FileInvite:

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
FileInvite:

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!
FileInvite:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
SuiteFiles:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
FileInvite:

Company Information

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

Company Information

SuiteFiles
Australia
www.suitefiles.com
FileInvite:

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FileInvite:

Categories

SuiteFiles:

Categories

FileInvite:

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

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

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

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
FileInvite:

Integrations

Axis LMS Supported
Box Supported
Dropbox Supported
FuseDocs Not Supported
Google Drive Supported
HubSpot CRM Supported
Microsoft OneDrive Supported
Salesforce Supported
VS1 Cloud Not Supported
Zapier Supported
SuiteFiles:

Integrations

Axis LMS Not Supported
Box Not Supported
Dropbox Not Supported
FuseDocs Supported
Google Drive Not Supported
HubSpot CRM Not Supported
Microsoft OneDrive Not Supported
Salesforce Not Supported
VS1 Cloud Supported
Zapier Not Supported
FileInvite:
Claim FileInvite and update features and information
Claim FileInvite and update features and information
SuiteFiles:
Claim SuiteFiles and update features and information
Claim SuiteFiles and update features and information