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.
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
Team
from $99/month
Up to 30 requests per Invite
2 users included
100 SMS credits included
Best for small teams.
All Core Features
Limited Advanced Features
Enterprise Features
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SOC 12 Type II Security
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E-Signature s& Fillable Forms
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Access to All Integrations
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Collaborate with Teammates
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Add additional Invites & Users
Business
Custom
Custom request limits per invite
Custom user limits
Custom SMS credits included
For businesses looking to scale.
All Core Features
All Advanced Features
Limited Enterprise Features
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Everything in Team, plus:
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Robust API Suite
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White Label Available
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Priority Customer Support
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Custom Invites & User Limits
Enterprise
Custom
Custom request limits per invite
Custom user limits
Custom SMS credits included
Designed for complex and custom workflows.
All Core Features
All Advanced Features
All Enterprise Features
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Everything in Business, plus:
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VIP Support
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Custom & Advanced Integrations
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Custom Training & Onboarding
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Advanced Reporting
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.