Forms & e-Signatures
Create, share and complete online forms with digital signatures.
No more print, sign, and scan – go paperless with your forms and make contracts a breeze
With FileInvite's legally-binding eSignature technology, you can easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.
No more form errors
Create digital versions of your paper application forms and have your clients complete them online.
Use our templates or upload your own PDF forms and go paperless so clients can answer questions in context.
No more scanning signatures
Get e-signatures on contracts with digital signature authentication. Even have multiple parties sign, without installing Adobe Acrobat or other PDF software.
Protect your business before things get complicated.
No more copy and paste
Easily re-purpose all the data you collect via forms by downloading the completed PDF file or a CSV file with all data points.
Great for calculations or importing to other systems.
Forms & Digital Signature Resources
How to Convince a Client to Sign Off on a Proposal
You have a service that you truly believe can fill the gap, and now you need to bring it to life. The right timing, a way of reaching those potential clients, and of course a good business proposal is key.
Then, there's the matter of convincing future clients to sign off on your plan. Proposals aren't finished the moment you send them, that's just half the task completed.
If you're looking for ways to up your chances of landing that deal, follow these steps.
Discover more powerful features
Power up your workflow with easy-to-use automation.
Impress your clients and your colleagues
Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.
Stop chasing clients for documents
Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.
Automate your information requests
Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.
Get visibility across your workflow
Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.
Trusted by thousands of happy customers
"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."
“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”
“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."