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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 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 Supported
iPad Not Supported
Android Supported
Chromebook Supported

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 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

Screenshots and Videos

Pricing

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

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 Not 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

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 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

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 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 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

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

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

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

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

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

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 Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Not Supported
Search Supported
User Tagging Supported
Version Control Supported
Workflow / Approval Process 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 Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Supported
Version Control 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 Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Not 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 Supported
Third Party Integrations Supported
Workflow Configuration Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Not Supported
Visual Workflow Management Not Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management 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

Integrations

Google Drive Supported
Microsoft OneDrive Supported
Axis LMS Supported
Box Supported
Dropbox Supported
HubSpot CRM Supported
Microsoft SharePoint Not Supported
Salesforce Supported
Zapier Supported

Integrations

Google Drive Supported
Microsoft OneDrive Supported
Axis LMS Not Supported
Box Not Supported
Dropbox Not Supported
HubSpot CRM Not Supported
Microsoft SharePoint Supported
Salesforce Not Supported
Zapier Not Supported
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