Compare FileInvite Alternatives


Here are a few alternatives to FileInvite. 
Adobe Send and Track, Dropbox File Request, Citrix Sharefile and Docusign.

Adobe Logo-1

Adobe Send & Track lets you send files to clients for signing and track who opens and edits the files.

Dropbox Logo

Dropbox File Request allows you to share documents with colleagues and clients online by giving access to an unlisted folder.

Citrix Logo

Citrix Sharefile is a secure content collaboration, file sharing and sync solution.
It offers client portals for sharing documents.

Docusign Logo2

Docusign helps you prepare agreements to sign, then get them signed on almost any device.

  FileInvite Adobe Dropbox Citrix Docusign
Sync to cloud storage
Sync your files to your preffered cloud storage
 
         
Share files with clients
Send a link to share or receive a file
 
         
Manage contacts
Upload,sync and manage contacts
 
         
eSign/digital signature
Get contracts signed online
 
         
Chat
Message clients within the system in realtime
 
         
Live forms
Editable documents for completing forms in context
 
         
Templated requests
Save common lists of requested files for repeat use with customers
 
         
Custom domain
Use your own URL or sub domain for cient portals
 
         
Automated follow up
Set a due date and send automated email, SMS or Text messages to your clients requesting the documents you need
 
         
Approve and Reject files
A dashboard and workflow for each customer. See documents requested, open, close, approve, reject, and request replacements
 
         
Multiple recipients requests
Add a secondary applicant, or second recipient to provide a subset of the information or documents requested
 
         
Multi sign digital signatures
Have two parties sign a contract or document
 
         
Signature sequencing
Have contracts signed in order by certain parties
 
         
Tax file number redaction
Automatically remove sensitive tax numbers from documents
 
         
Intuitive secure client portal
A simple to use client portal that clients can access from any device and upload file or pictures of physical documents
 
         
Custom branding
Add your logo, company name and branding to cilent portals and emails
 
         
Auto PDF
Uploaded photos and documents autoamtically rotate and convert to PDF. Collate all files to form a downloadable PDF summary
 
         
Audit trail
History of all uploads, files received and communications with clients. Great for audit trials
 
         
Multiple users and permission levels
Give multiple team members access to certain features and funtionality
 
         
API available
Connect and trigger actions using your CRM, email provider and many other tools
 
         

Find out more

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