Integrate FileInvite's best-in-class document collection technology into your existing tech stack

Build on FileInvite's enterprise-grade API to integrate our simple, fast and secure document collection portal into your existing processes, allowing our data and document collection software to function seamlessly behind-the-scenes of your custom system, CRM or LOS. Build FileInvite Enterprise into your workflows to harness the power of our document collection solution, no matter how complex your larger business processes may be.

REQUEST API DOCUMENTATION CONTACT SALES TO LEARN MORE

 

HubSpot Video

 

FileInvite gets documents back 80% faster than email when it comes to requesting information and documents from clients. Every business has a CRM but using email to collect the source data from clients is inefficient, insecure, and difficult for both professionals and their customers. 

Trusted by thousands of companies worldwide

  • Aussie Home Loans - FileInvite Enterprise client
  • Loan Market Group - FileInvite Enterprise client
  • Academic-Partnerships
  • Nestle-Logo-Transparent-Image
  • Salvation Army - FileInvite Enterprise
  • Bank Australia Logo
  • Bayfirst Logo
  • Flywire - FileInvite enterprise lcient
  • RACQ Bank - FileInvite Enterprise Client

Select the plan that meets your team's needs

Team

from $99/month

Check-yellow  Up to 30 requests per Invite
Check-yellow  2 users included
Check-yellow  100 SMS credits included

Best for small teams.

   All Core Features
red-x-icon   Limited Advanced Features
red-x-icon   Enterprise Features

  • Checkmark SOC 12 Type II Security
  • Checkmark E-Signature s& Fillable Forms
  • Checkmark Access to All Integrations
  • Checkmark Collaborate with Teammates
  • Checkmark Add additional Invites & Users
GET STARTED NOW

Business

Custom

Check-yellow  Custom request limits per invite
Check-yellow  Custom user limits
Check-yellow  Custom SMS credits included

For businesses looking to scale.

   All Core Features
red-x-icon   All Advanced Features
red-x-icon   Limited Enterprise Features

  • Everything in Team, plus:
  • Checkmark Robust API Suite
  • Checkmark White Label Available
  • Checkmark Priority Customer Support
  • Checkmark Custom Invites & User Limits
CONTACT SALES

Enterprise

Custom

Check-yellow  Custom request limits per invite
Check-yellow  Custom user limits
Check-yellow  Custom SMS credits included

Designed for complex and custom workflows.

   All Core Features
red-x-icon   All Advanced Features
   All Enterprise Features

  • Everything in Business, plus:
  • Checkmark VIP Support
  • Checkmark Custom & Advanced Integrations
  • Checkmark Custom Training & Onboarding
  • Checkmark Advanced Reporting
CONTACT SALES
FREQUENTLY ASKED QUESTIONS

Have questions about FileInvite's Enterprise plan?

Whether you want to integrate our software into your CRM, LOS or other technology, your document collection process fits into a larger and more complex workflow, or you require an extraordinary amount of Invites to be sent on a frequent basis, FileInvite Enterprise can meet your organization's needs.

What are the benefits of the Enterprise plan over the Business plan?

FileInvite Enterprise is built for complex workflows and custom requirements. Building off of FileInvite's open API, and working alongside FileInvite's 5-star Customer Success team, your organization will be able to leverage our information collection technology within any part of your process and tech stack.

What native integrations are already available?

FileInvite has a number of native integrations that your organization can take advantage of.

Available to all plans are our Cloud Storage Integrations: Google Drive, Dropbox, Box and Onedrive

Available on our Paid plans are our Zapier integration and Onedrive for Business.

Note that we are constantly adding new integrations to FileInvite. Please view our Integrations page for the most updated list.

How many users can be added to an Enterprise plan?

For both our Business and our Enterprise plan, all limits (users, requests per invite and SMS credits) can be totally customized to meet your needs.

How can I access the Fortiro Protect integration?

Fortiro Protect is only available to our Business and Enterprise  users in Australia. Contact our sales team to discus this integration in more detail.

Bayfirst Logo

"Sometimes there is an opportunity to work smarter rather than harder... FileInvite has delivered massive efficiency gains for us. It’s [given us] huge time savings, that we never would have been able to achieve without it."                                               

Matt Nicolosi
VP and Director of Strategic Growth Initiatives

aussie_logo_rev-1

"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers to be out there providing more service to more Australians.”

Rainer Rhedey
Chief Digital Officer

Supercharge your workflow with FileInvite

REQUEST API DOCUMENTATION CONTACT SALES TO LEARN MORE