Why do our customers choose FileInvite over DocuSign?
1. The 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. The customer support team who prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Certified, compliant & industry-recognised
Quickly & easily request documents from your clients
DocuSign is one of the most popular solutions for requesting digital signatures. FileInvite is not a signature request solution.
FileInvite is an automated document collection solution, which allows you to collect files, documents, forms and signatures from your clients quickly and easily, so that you and your team can focus on other important matters at hand.
The FileInvite solution includes features such as:
- Automatic PDF Conversion
- Branded Client Portal
- Standardised Naming Conventions
- Admin Dashboard
- Automated Client Reminders
- Digital Signature Requests
Satisfy your clients with a simple & secure client portal
FileInvite guides your clients through their intuitive information portal, which serves as the central repository for all outstanding document requests, their due dates and any additional communication.
This branded client portal is:
- Encrypted and secure
- Accessible from any device
- A constant source of client delight
Simplify your workflow with a full API suite & out-of-the box integrations
Both FileInvite and DocuSign integrate into many of the most common cloud-based storage solutions, including Dropbox, Google Drive, OneDrive and Box, as well as various data providers like illion's BankStatements, to optimise your existing workflow.
FileInvite also offers many pre-built Zapier triggers and workflows, as well as an enterprise-grade API, to seamlessly integrate with your CRM or LOS.
Honest pricing to help your business grow
Join thousands of professionals who have made their work flow
Save up to 20% by paying annually | Prices are in USD
Perfect for getting started with automated data and document collection.
120 Total Invites Per Year
- Automatic Email Reminders
- 24/7 Online Support
- Auto PDF Conversion
Perfect for professionals to enhance their end-to-end workflows.
300 Total Invites Per Year
Everything in Lite, plus:
- Automatic SMS Reminders
- Add-ons Available
- Live Forms + eSignature
- Cloud Storage Sync
- Integrate With Zapier
- Branded Invites
Perfect for teams of 3 to 9 looking to grow and scale.
1800 Total Invites Per Year
Everything in Pro, plus:
- 3 Users Included (Additional Users Can Be Added for a Fee)
- Create Additional Users
- Send as Another User
- Team Collaboration
- White Label
Perfect to scale across offices, departments and countries.
Custom Invite Volumes
Everything in Multi, plus:
- Dedicated Account Manager
- Private API
- 99.9% Uptime Guarantee
- Enterprise Cloud
- AD & SSO
Trusted by customers around the world
"FileInvite has made me much more productive. It keeps all the documents I need precisely where I need them and allows me to create my own templates. Increased productivity. Decreased frustration."
"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."
“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."