Plans & Pricing

Empower your people with accessible document workflow automation, less email, and more meaningful work. Gather all the documents, signatures, and data you require up to 80% faster than email. 

WHAT IS AN INVITE?

An 'Invite' is a package of requests that you send to your clients via their own secure portal.

Requests within an Invite can include files, documents, images, and fillable forms with digital signatures that you want to collect from someone.

 
Save up to 20% by paying annually  |  Prices are in USD

Lite

$36$29/ month
10 Invites / month 10 Invites / month

Perfect for getting started. Request information from your clients in less than 5 minutes.


  • Checkmark 1 User Included
  • Checkmark Automatic Email Reminders
  • Send Invite via SMS
  • Checkmark Templates
  • Checkmark Auto PDF Conversion

Pro

$59$49/ month
25 Invites / month 25 Invites / month

Perfect for solopreneurs to enhance their end-to-end workflows.

Everything in Lite, plus:


  • Checkmark Live Forms
  • Checkmark Digital Signatures
  • Checkmark Integrate with Google Drive, Dropbox, Onedrive, Box, Zapier & more
  • Checkmark Custom Branded Client Portal
  • Checkmark Purchasable Add-ons

FileInvite for Enterprise

100+ Invites / month*

Perfect for organizations with high request volumes and complex requirements to scale across offices, departments, and countries.

Everything in Multi, plus:

Checkmark Custom Invite Volumes         Checkmark Dedicated Account Manager         Checkmark Custom Integrations         Checkmark Secure Private API

Checkmark Advanced Integration Capabilities         Checkmark 99.9% Uptime Guarantee         Checkmark 24/7 Support         Checkmark White Labelled Client Experience         

Checkmark Custom URLs         Checkmark Enterprise Cloud         Checkmark SMTP Email Routing         Checkmark Custom Roles & Permissions         Checkmark Single Sign-On

Checkmark Custom Template Directory         Checkmark  Custom Implementation & Onboarding        Checkmark Custom Folder Structure for Cloud

 

 
  *charged annually, contact sales for custom pricing

Teams large and small rely on FileInvite

Some of the world’s leading financial enterprises trust FileInvite to secure their sensitive information.
FileInvite is GDPR compliant, SOC-2 certified, and securely hosted on AWS

LoanMarket logo
Fundera logo
McCambridge Duffy logo
Aussie Home Loans logo
First Home Bank logo
Nectar logo
Kiwibank logo

7000+

5-star reviews from FileInvite Portal™ users.

30M+

Over 30 million files securely collected

10.5h

Average 10.5 hours saved per week per user

1M+

Over 1 million FileInvite Portals™ served

Compare all plans and features

  • Lite

  • Pro

  • Enterprise

Lite

Perfect for getting started. Request information from your clients in less than 5 minutes.

START FREE TRIAL

Pro

Perfect for professionals to enhance their end-to-end workflows.

START FREE TRIAL

Multi

Perfect for teams up to 10 people who are looking to grow and scale.

START FREE TRIAL

Enterprise

Perfect for organizations with high request volumes and complex requirements to scale across offices, departments, and countries.

CONTACT SALES
Number of Invites
When you want to collect information from someone, you create an 'Invite'. Within that 'Invite' you can request as many different files, documents or digital signatures as you need - those are called requests.
10 per month
120 per year
25 per month
300 per year


Custom
>100 per month
>1200 per year

Number of Users
The number of users included in your plan
1 user included 1 user included Custom
10+ users
SMS Credits
Send your Invite via a text message to your clients. The number of SMS credits included in your plan. Additional bundles can be purchased on all plans.
10 per month
120 per year
25 per month
300 per year

Custom
>100 per month
>1200 per year

Email Reminders
The system will automatically chase your client documents for you with email reminders before and after the due date
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Templates
Save regular requests in templates, so you can request documents in seconds
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Auto PDF Conversion
Uploaded files are automatically converted to PDF and collated for you
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Live Forms
Upload your documents and create online fillable forms with ease
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Digital Signatures
Request Signatures from Clients
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Sync with Cloud Storage
Automatically Sync Returned Files with Dropbox, Google Drive, Box, Onedrive and other Cloud Storage Services out-of-the-box
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Integrate with Zapier
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Custom Branded Client Portal
Add your logo, company name and change the portal colors to match your brand
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Purchasable Add-ons
Access to add the Mortgage Addon & Additional Users to your plan
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Create Additional Users
Create additional users within your account
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Send as Another User
Send invites on behalf of another user. Great for admin/back-office staff
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Shared Invite Templates, Contacts & Data
Share templates, contacts and more across your whole company or in teams
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24/7 Support*
In English-speaking countries only. Support is available in French, Spanish, and Filipino during select hours.
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Access All Native Integrations
Native Integrations with BankStatements, Fortiro Protect, etc. are unlocked. See www.fileinvite.com/integrations for a full list of native integrations.
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Scheduled & Recurring Invites
Regularly schedule and/or send Invites to your contacts each week, month or year to request information
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Send Bulk Invites
Send multiple Invites to multiple contacts in one go
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Dedicated Account Manager
A Customer Success Manager dedicated to your account and support
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Custom Integrations & Private API
Access FileInvite's robust API to connect our document collection technology with your existing systems. Trusted by Aussie, LoanMarket & Mercedes.
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Advanced Integration Capabilities 
We specialize in boutique custom integrations for Financial Enterprises. Contact our Enterprise sales team to learn more.
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99.9% Uptime Guarantee
Our (SLA) for customers on our Enterprise plan guarantees a 99.9% monthly uptime
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White Labelled Client Experience
Apply custom branding to all outgoing emails and the secure customer portal with your company logo and colors
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Custom URLs
Deliver a consistent brand experience with custom URLs for client-facing portals.
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Enterprise Cloud
Hosted with AWS, your data is stored in our enterprise cloud, ensuring a seamless experience for your orginization.
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SMTP Email Routing
Simple Mail Transfer Protocol (SMTP) is the routing by which emails cross the Internet. As the name implies, it is a simple routing system in which the sender and the recipient of a message are specified.
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Custom Roles & Permissions
Set custom roles & permissions as required by your organization. Introduce robust data governance by moving document collection into FileInvite.
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Single Sign-On
Single sign-on (SSO) is a session and user authentication service that permits a user to use one set of login credentials.
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Custom Template Directory
Standardize Invite & Request Templates across teams and the organization. This feature alone has resulted in thousands of hours saved in large organizations.
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Custom Implementation & Onboarding
Your success is our success. Our renowned Customer Success & Implementation teams are adept at accommodating complex requirements for seamless implementations that consistently result in happy customers & engaged users.
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Custom Reviews & Referral
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Custom Folder Structure for Cloud
FileInvite can plug into your existing folder structures. Design your workflow around your requirements, not ours.
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POWER UP YOUR WORKFLOW

Add-ons

Additional Users

You can purchase additional users on Multi & Enterprise plans only.

Every user on Multi includes 25 Invites per month, or 300 Invites per year (annual billing).

Multi: Additional users are $49 per user per month (annual billing) or $59 per user per month (monthly billing). Please contact sales or your account manager if you would like to add users to your account, or simply add users via your in-app 'Plans & Billing' page.

Enterprise: Please contact our sales team to discuss.

Additional Invites

You can purchase additional Invites on Pro, Multi & Enterprise plans only.

Every user on Multi includes 25 Invites per month, or 300 Invites per year (annual billing).

Multi: Additional users are $49 per user per month (annual billing) or $59 per user per month (monthly billing). Please contact sales or your account manager if you would like to add users to your account, or simply add users via your in-app 'Plans & Billing' page.

Enterprise: Please contact our sales team to discuss.

If you anticipate you will reach your Invite limit soon, please contact sales or your dedicated account manager.

Additional SMS Credits

You can purchase additional SMS credits on Pro, Multi & Enterprise plans only. 

By default, every Invite sent comes with 1 SMS credit.

Are you sending out a large number of Invites, or do your clients require more frequent reminders via SMS? You can purchase additional SMS credits if needed.

Please contact sales or your account manager to request a custom quote.

GET SECURE, STAY COMPLIANT

Bank-grade security

Email is insecure and vulnerable, don't settle for less than FileInvite. A secure and reliable solution, FileInvite is SOC 2 Type 2 compliant, with 256-bit encryption, advanced user-provisioning, and has a 99.9% uptime guarantee.

FileInvite - Security
FileInvite - Client Portal-1
GET MORE DONE

Faster than email

Send your first invite in 5 minutes. Enhance the experience of your staff and clients quickly by automating time-consuming administrative tasks.

FileInvite reduces the steps to a returned request by 5 times compared to requesting information via email. Get hours back each week.

5-STAR SERVICE

Set yourself up for success

We are only happy when you succeed with FileInvite, and it is our mission to ensure you do. Our team has received a consistent 5/5 score across over 100 reviews in Capterra & G2.

FileInvite - Excellent support
FAQ

Have a question? We've got answers.

If you can't find the answer you're looking for here, please reach out to a member of our support team or contact sales. We're here to help.

What is an Invite?

When you want to collect information from someone, you create an 'Invite'. Within that 'Invite' you can request as many different files, documents or digital signatures as you need - those are called requests.

This is a single 'Invite' with 5 requests attached that has been sent to a client with a specified due date. 

Whats the difference between an Invite and a Request - FileInvite

Can FileInvite sync with my cloud storage or CRM?

Most likely. We offer native integrations with Google Drive, Dropbox, Box, Onedrive, and many more. We also integrate with Zapier, which allows you to link FileInvite to over 750 different cloud systems.

What is included in your free trial?

You have access to all FileInvite features during your free 14-day trial. No credit card is required when signing up for the free trial either.

How do I sign up to a paid plan?

Log in to FileInvite and click on 'Settings' on the left-hand side menu. This will open a drop-down, then select 'Plans & Billing', choose your preferred plan, enter your payment details and start your subscription. 

Please contact sales if you have any custom requirements. 

You can reach out to our support team using the chatbot below, or contact sales if you have any questions.

Can I change my plan later?

Yes, you can upgrade or downgrade your subscription plan from within your account at any time.

What if I need more users or SMS credits?

You're growing, that's great! It's easy to add additional users or SMS credits to your account if you're concerned that you may need more. Please contact sales or your dedicated account manager to discuss.

How secure is FileInvite?

FileInvite is SOC 2 Type 2 compliant. All sessions are run through a secure SSL/HTTPS connection. Every file is automatically encrypted when stored in the cloud as well as during upload. FileInvite is exponentially more secure than sending via normal unencrypted email.

Delight your clients with the FileInvite experience