Lite
Perfect for getting started. Request information from your clients in less than 5 minutes.
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Automatic Email Reminders
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Send Invite via SMS
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24/7 online support
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Templates
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Auto PDF Conversion
Pro
Perfect for professionals to enhance their end-to-end workflows.
Everything in Lite, plus:
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Live Forms
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Digital Signatures
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Sync with Existing Cloud Storage
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Integrate With Zapier
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Custom Branded Client Portal
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Add-ons Available
Multi
Perfect for small teams looking to grow and scale.
Everything in Pro, plus:
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3 Users Included
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Create Additional Users for a Small Fee
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Send as Another User
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Team Collaboration
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White Labelled App
Enterprise
Custom
Custom Invite Volumes
Perfect to scale across offices, departments and countries.
Everything in Multi, plus:
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Dedicated Account Manager
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Private API
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99.9% Uptime Guarantee
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Enterprise Cloud
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AD & SSO
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.
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 reach out to our support team using the chat bot 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.
LitePerfect for getting started. Request information from your clients in less than 5 minutes. |
ProPerfect for professionals to enhance their end-to-end workflows. |
MultiPerfect for growing teams |
EnterprisePerfect to scale across offices, departments and countries. |
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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.
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12 per month 120 per annum |
25 per month 300 per annum |
75 per month |
Custom |
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Number of Users
The number of users included in your plan
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1 | 1 | 3 | Custom |
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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.
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10 per month 120 per annum |
25 per month 300 per annum |
75 per month 900 per annum |
Custom |
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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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Addons Available
Access to add the Mortgage Addon & Additional Users to your plan
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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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Cloud Storage Sync
Automatically Sync Files with Dropbox, Google Drive and other Cloud Storage Services
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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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Branded Invites
Brand invite emails and the secure customer portal with your company logo and colors
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Branded Client Portal
Add your logo, company name and change the portal colors to match your brand
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Scheduled Requests
Regularly send Invites to your contacts each week, month or year
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Send Bulk Requests
Send multiple Invites to multiple contacts in one go
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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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Team Collaboration
Share data, templates, contacts and more across your whole company or in teams
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Dedicated Account Manager
A Customer Success Manager dedicated to your account and support
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Private API
Private API available to connect with your existing and future systems
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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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