Here are a few alternatives to FileInvite. Adobe Send and Track, Dropbox File Request, Citrix Sharefile and Docusign.
See how they compare features wise below.
Sync to cloud storage
Sync your files to your preferred cloud storage
Share files with clients
Send a link to share or receive a file
Upload, sync and manage contacts
eSign / digital signature
Get contracts signed online
Message clients within the system in realtime
Editable documents for completing forms in context
Save common lists of requested files for repeat use with customers.
Use your own URL or sub domain for client 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
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
Add your logo, company name and branding to cilent portals and emails.
Uploaded photos and documents autoamtically rotate and convert to PDF. Collate all files to form a downloadable PDF summary.
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
Connect and trigger actions using your CRM, email provider and many other tools
FileInvite is an automated platform for collecting information, files and signed documents form your customers. With a secure intuitive client portal, providing information is a delight with FileInvite.
Adobe Send & Track is an Adobe Document Cloud service that lets you send files as links, track the files that you send to specific people, and get confirmation receipts when others view your file. You can use it to track what you've sent, rather than relying on your email as a storage system.
Dropbox File Request allows you to share documents with colleagues and clients online. Rather than emailing documents around a group, documents get uploaded to a Dropbox folder and can be downloaded again by whoever has been given access to the folder
Citrix Sharefile is a secure content collaboration, file sharing and sync solution. It supports document-centric tasks and workflow needs and offers client portals for sharing documents.
Docusign pioneered the development of e-signature technology that helped digitize the entire agreement process. Signing a contract or agreement can be a key part of the process. Docusign helps you prepare agreements to sign, then get them signed on almost any device.
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"Requesting files and information has never been easier!"
"No more chasing clients for days!"
"Really helped to expand my business outside the region."
"My customers love it. Simple, easy to use. The integrations are so good."
"FileInvite makes dealing with clients so much quicker and easier."
"It's saving us a massive amount of time."
"Our conversion rate with lenders is a lot better!"
"Takes the heartache and pain out of the process for clients."
"Set it and forget it — and still get what you need"
"Does as its says - document collection on autopilot!"
You're in good company
AUTOMATE YOUR DOCUMENT COLLECTION
Stop chasing clients for files! With FileInvite you can manage multiple requests, automatically follow up, collect and store documents safely in the cloud.