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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

Zapendo provides enterprise-level features for Contract Management and eSignature as a self-service platform that any company can afford. Small, medium and large businesses are all dealing with contracts. Zapendo will make sure you find your contracts with ease, know when they expire, and who the key stakeholders are. Custom workflows can enable you to establish your approval process for each contract, task, deliverable, or company that you create in Zapendo. eSignature features are included with each plan and are unlimited. All signed documents can be attached to one or multiple contracts.

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

Companies interested in a solution to manage contracts, edit documents, and send for eSignature

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

$829/mo
Free Version
Free Trial

Pricing

$12 per month
Standard plan includes:
Unlimited legally binding eSignatures
Word-compatible editor
Invite to sign via text
Clickwrap agreements
Collaboration and redlining
Templates
Merge multiple documents for eSignature
Unlimited document uploads and file sizes
Notifications
OCR search
Versioning
Unlimited guests
Bulk send (coming soon)
Basic document management
User groups
Two-Factor Authentication

Prime Plan includes:
All the Standard plan features plus:
Approval workflows
Renewal alerts
Embedded forms
Google Drive, Sharepoint and OneDrive linking
User customizable dashboard
Attachments
Audit trails
Custom reports
Custom emails
User permissions
Autofill forms
Document linking
Advanced document management
Task & project management
Calendar
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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

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

  • It is so fast, it took me less than 15 seconds to sign the document. It ran very well, no glitches or lagging. Well functioning.
  • Very easy to use. Uploaded folders and it kept the permissions. Critical to us is knowing when contracts are due to expire or have auto renewal features because we were burned by a company for thousands with an unwanted auto renewal. This contract management software alerts us and also displays the renewals on a dashboard. Great value.
  • Zapendo allowed me to sign up for free to check everything myself and then make a decision. It has all the premium features in contract management that other software companies charge $20,000+

Cons

  • The design looks a little bit older. I would like it if it looked a little bit more modern.
  • Have not seen anything yet. I have recommended this contract management software to others.
  • It does take time to figure everything out because there is just so much.

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

Zapendo
United States
www.zapendo.com

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
SynaMan

SynaMan

Synametrics Technologies
Sign.Plus

Sign.Plus

Alohi

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

Legal Document Management Features

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

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

File Sharing Features

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

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 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

Legal Document Management Features

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

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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

Document Control Features

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Integrations

Google Drive
Microsoft OneDrive
Axis LMS
Box
Dropbox
HubSpot CRM
Microsoft SharePoint
Salesforce
Zapier

Integrations

Google Drive
Microsoft OneDrive
Axis LMS
Box
Dropbox
HubSpot CRM
Microsoft SharePoint
Salesforce
Zapier
Claim FileInvite and update features and information
Claim FileInvite and update features and information
Claim Zapendo and update features and information
Claim Zapendo and update features and information