Honest pricing to help your business grow

 

Save by paying annually  |  Prices are in USD

Lite

$29$24/ p.m.
10 Invites / month 120 Invites / year  

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


  • Checkmark Automatic Email Reminders
  • Send Invite via SMS
  • Checkmark 24/7 online support
  • Checkmark Templates
  • Checkmark Auto PDF Conversion

Pro

$49$43/ p.m.
25 Invites / month 300 Invites / year 

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

Everything in Lite, plus:


  • Checkmark Live Forms
  • Checkmark Digital Signatures
  • Checkmark Sync with Existing Cloud Storage
  • Checkmark Integrate With Zapier
  • Checkmark Custom Branded Client Portal
  • Checkmark Add-ons Available

Enterprise

Custom

Custom Invite Volumes

Perfect to scale across offices, departments and countries.

Everything in Multi, plus:


  • Checkmark Dedicated Account Manager
  • Checkmark Private API
  • Checkmark 99.9% Uptime Guarantee
  • Checkmark Enterprise Cloud
  • Checkmark AD & SSO
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 using the chat bubble on your screen, 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 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.

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 growing teams

START FREE TRIAL

Enterprise

Perfect 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.
12 per month
120 per annum
25 per month
300 per annum
Custom
Number of Users
The number of users included in your plan
1 1 Custom
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 annum
25 per month
300 per annum
Custom
Email Reminders
The system will automatically chase your client documents for you with email reminders before and after the due date
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Templates
Save regular requests in templates, so you can request documents in seconds
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Auto PDF Conversion
Uploaded files are automatically converted to PDF and collated for you
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Addons Available
Access to add the Mortgage Addon & Additional Users to your plan
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Live Forms
Upload your documents and create online fillable forms with ease
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Digital Signatures
Request Signatures from Clients
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Cloud Storage Sync
Automatically Sync Files with Dropbox, Google Drive and other Cloud Storage Services
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Integrate with Zapier
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Branded Invites
Brand invite emails and the secure customer portal with your company logo and colors
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Branded Client Portal
Add your logo, company name and change the portal colors to match your brand
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Scheduled Requests
Regularly send Invites to your contacts each week, month or year
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Send Bulk Requests
Send multiple Invites to multiple contacts in one go
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Create Additional Users
Create additional users within your account
1528267466-16593026-36x36-green-tick
Send as Another User
Send invites on behalf of another user. Great for admin back-office staff
1528267466-16593026-36x36-green-tick
Team Collaboration
Share data, templates, contacts and more across your whole company or in teams
1528267466-16593026-36x36-green-tick
Dedicated Account Manager
A Customer Success Manager dedicated to your account and support
1528267466-16593026-36x36-green-tick
Private API
Private API available to connect with your existing and future systems
1528267466-16593026-36x36-green-tick
99.9% Uptime Guarantee
Our (SLA) for customers on our Enterprise plan guarantees a 99.9% monthly uptime
1528267466-16593026-36x36-green-tick
POWER UP YOUR WORKFLOW

Add ons

Mortgage Package (+$17.99/user)

Combines with Pro plan and above.

Online Mortgage Forms
Prebuilt templates for fillable fact find forms and 1003s.

Bank Statement Retrieval
Using BankStatements, CashDeck and CreditSense integrations.

TFN Redaction (Australia only)
Automated redaction of Australian Tax File Number from documents.
 
Client Referral Engine
Use our feedback engine to automatically collect reviews and referrals from your clients!
 
Exclusive Access to Growth Group
Learn, refer and grow your mortgage business with our private mortgage broker group.

Additional Users

If you need to add additional users that are outside of your current plans allowance, we have some options available for you. 

Please contact sales or your account manager for a quote if you would like to add more users.

Additional SMS Credits

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

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

Delight your clients with the FileInvite experience