FileInvite vs. SuperOkay 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 Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.
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 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 Professionals and teams of all sizes, across industries	Audience Client Portal for Small Agencies and Freelancers
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not 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 $9 per month Billed monthly or annually Free Version Supported Free Trial Not 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 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
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 Not Supported Live Online Not Supported In Person Not Supported
Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com	Company Information SuperOkay United Kingdom superokay.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 Dashboard Supported Document Management Supported File Sharing 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 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 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	Document Management Features Access Controls Not Supported Archiving & Retention Not Supported Collaboration Tools Supported Compliance Tracking Not Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Not Supported Document Delivery Supported Document Indexing Not Supported Document Retention Not Supported Electronic Signature Not Supported Email Management Not Supported File Recovery Not Supported File Type Conversion Not Supported Forms Management Not Supported Full Text Search Not Supported Offline Access Not Supported Optical Character Recognition Not Supported Print Management Not Supported Version Control Not Supported File Sharing Features Audit Trail Not Supported Chat / Messaging Not Supported Collaboration Supported Document Management Supported Drag & Drop Not Supported Electronic Signature Not Supported Encryption Not Supported File Synchronization Not Supported Search Not Supported User Management Supported Version Control Not Supported Workflow Management Not Supported Show More Features Dashboard Features Annotations Not Supported Data Source Integrations Not Supported Functions / Calculations Not Supported Interactive Not Supported KPIs Not Supported OLAP Not Supported Private Dashboards Supported Public Dashboards Supported Scorecards Not Supported Themes Not Supported Visual Analytics Not Supported Widgets Not Supported
Integrations Dropbox Supported Google Drive Supported Airtable Not Supported Axis LMS Supported Box Supported Canva Not Supported Figma Not Supported HubSpot CRM Supported Microsoft OneDrive Supported Salesforce Supported Trello Not Supported Zapier Supported Show More Integrations View All 8 Integrations	Integrations Dropbox Supported Google Drive Supported Airtable Supported Axis LMS Not Supported Box Not Supported Canva Supported Figma Supported HubSpot CRM Not Supported Microsoft OneDrive Not Supported Salesforce Not Supported Trello Supported Zapier Not Supported Show More Integrations View All 6 Integrations
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