Plans & Pricing

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 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone sent to your clients via their own secure portal.


 
Get up to 2 months free by paying annually  |  Prices are in USD
 

Pro

$59$49/ month
25 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Pro plan users save 2 hours per Invite
25 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Pro plan users save 2 hours per Invite

Check-yellow up to 20 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone per Invite
Check-yellow 1 user included
Check-yellow 50 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.

Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
included

Perfect for getting started.


   All Core Features
red-x-icon   Advanced Features
red-x-icon   Enterprise Features


  • Bank-Grade Security
  • Access Cloud Storage Integrations
Application Portal | FileInvite Portal™

Multi

from $119$99/ month
50 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Multi plan users save 2 hours per Invite
50 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Multi plan users save 2 hours per Invite

Check-yellow up to 30 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone

An Invite is a package of requests sent via the FileInvite PortalTM
per Invite
Check-yellow 2 users included
Check-yellow 100 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.

Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
included

Perfect for growing teams.


  All Core Features
lock Limited Advanced Features
red-x-icon Enterprise Features

  • Everything in Pro, plus:
  • Checkmark Purchase Additional Invites & Users
  • Checkmark Access All Integrations

Enterprise

Custom
Custom Invite volumesOn average, Enterprise plan users see 7X ROI per InviteCustom Invite volumesOn average, Enterprise plan users see 7X ROI per Invite sent

Check-yellow Custom requestRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone volumes
Check-yellow Custom user volumes
Check-yellow Custom contactContacts are individuals who you want to request information from volumes

Perfect for organizations with high request volumes and complex requirements.


  All Core Features
All Advanced Features
All Enterprise Features

  • Everything in Business, plus:
  • Dedicated Service & Support
  • Custom Integrations
  • Enterprise Cloud
  • SMTP Email Routing
  • SSO SAML
  • Custom Folder Structure for Cloud
  • 99.9% Uptime Guarantee
  • lock Liability Insurance

Compare all plans and features

  • Pro

Pro

Enterprise

CONTACT SALES
InvitesAn Invite is a package of requests sent via the FileInvite PortalTM

Save an average of 2 hours per Invite
per month
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.
Max. 25
Purchase Additional Invites? No
RequestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone

An Invite is a package of requests sent via the FileInvite PortalTM
per Invite
The number of users included in your plan
Max. 20
Users
The number of users included in your plan
1 user
Purchase Additional Users? No
Max. File Transfer SizeThis is the size limit of individual files that Invite recipients can upload to the FileInvite PortalTM
The number of users included in your plan
1.5 GB
SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.

Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
per month
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.
Max. 50
Purchase Additional SMS Credits? No


Support

Standard

Core Features

 

  • Pro

Pro

Enterprise

CONTACT SALES
FileInvite Portal™
The system will automatically chase your client documents for you with email reminders before and after the due date
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Smart Notifications
The system will automatically chase your client documents for you with email reminders before and after the due date
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Invite Templates
Save regular requests in templates, so you can request documents in seconds
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Request Templates
Save regular requests in templates, so you can request documents in seconds
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Automatic 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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Custom Branded Portal
 
Add your logo, company name and change the portal colors to match your brand
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Advanced Features

 

  • Pro

Pro

Enterprise

CONTACT SALES
Team Collaboration
Automatically Sync Returned Files with Dropbox, Google Drive, Box, Onedrive and other Cloud Storage Services out-of-the-box
Send as Another User
Send invites on behalf of another user. Great for admin/back-office staff
Shared Invite Templates, Contacts & Data
Share templates, contacts and more across your whole company or in teams
Transfer Invite Ownership
Native Integrations with BankStatements, Fortiro Protect, etc. are unlocked. See www.fileinvite.com/integrations for a full list of native integrations.
Scheduled & Recurring Invites
Regularly schedule and/or send Invites to your contacts each week, month or year to request information
Send Bulk Invites
Send multiple Invites to multiple contacts in one go
Custom URLs
Deliver a consistent brand experience with custom URLs for client-facing portals.

White Label

Apply custom branding to all outgoing emails and the secure customer portal with your company logo and colors

Security and Account Administration

 

  • Pro

Pro

Enterprise

CONTACT SALES
SOC 2 Type 2 1528267466-16593026-36x36-green-tick
HIPAA (Coming soon) 
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Create Additional Users
Create additional users within your account
Shared Invite Templates, Contacts & Data
Share templates, contacts and more across your whole company or in teams
Advanced Roles & Permissions
We specialize in boutique custom integrations for Financial Enterprises. Contact our Enterprise sales team to learn more.
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.
Enterprise Cloud
Hosted with AWS, your data is stored in our enterprise cloud, ensuring a seamless experience for your orginization.
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.
Custom Folder Structure for Cloud
FileInvite can plug into your existing folder structures. Design your workflow around your requirements, not ours.
SSO SAML
Standardize Invite & Request Templates across teams and the organization. This feature alone has resulted in thousands of hours saved in large organizations.
Liability Insurance
Standardize Invite & Request Templates across teams and the organization. This feature alone has resulted in thousands of hours saved in large organizations.

 

Integrations

 

  • Pro

Pro

Enterprise

CONTACT SALES
Cloud Storage Integrations
Automatically Sync Returned Files with Dropbox, Google Drive, Box, Onedrive and other Cloud Storage Services out-of-the-box
Google Drive Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Dropbox Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Box Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Onedrive Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Onedrive for Business Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
Full Integrations Directory Access
Native Integrations with BankStatements, Fortiro Protect, etc. are unlocked. See www.fileinvite.com/integrations for a full list of native integrations.
Zapier Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
Bankstatements 
Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
Fortiro Protect Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
CashDeck Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
CreditSense Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
Advanced Integration Capabilities 
We specialize in boutique custom integrations for Financial Enterprises. Contact our Enterprise sales team to learn more.
FileInvite API
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
Private API
Access FileInvite's robust API to connect our document collection technology with your existing systems. Trusted by Aussie, LoanMarket & Mercedes.
Custom Integrations
 
Access FileInvite's robust API to connect our document collection technology with your existing systems. Trusted by Aussie, LoanMarket & Mercedes.

Service and Support

 

  • Pro

Pro

Enterprise

CONTACT SALES
Support
In English-speaking countries only. Support is available in French, Spanish, and Filipino during select hours.
Standard
Executive Business Reviews
In English-speaking countries only. Support is available in French, Spanish, and Filipino during select hours.
CSM Access
A Customer Success Manager dedicated to your account and support
Custom Training & 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.
99.9% Uptime Guarantee
Our (SLA) for customers on our Enterprise plan guarantees a 99.9% monthly uptime
Account Billing
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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.
Custom Implementation
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
Advanced Custom Reporting
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
Technical Support Consultant
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
Security Review
 
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.

Teams large and small rely on FileInvite

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

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Bank Australia Grayscale Logo
Bayfirst Logo
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Nestle Logo

37K+

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

SCALE YOUR BUSINESS

Multi+ Bundles

Additional Users

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

Every user in a Multi+ bundle 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 a Multi+ bundle 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. 

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.

Application Portal | FileInvite Portal™
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.

 

"Sometimes there is an opportunity to work smarter rather than harder."

- Matt Nicolosi, VP and Director of Strategic Growth Initiatives

Bayfirst Logo

Software that scales with your business

 FileInvite powers over two-thirds of brokered loans in Australasia. 

 The Zapier of document & PII collection; FileInvite plugs into your existing systems to enhance your workflow, not add to it.

99.9% uptime, guaranteed.

 

"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers to be out there providing more service to more Australians.

- Rainer Rhedey, Chief Digital Officer

aussie_logo_rev

 

FileInvite scales with your business

FileInvite API - Integrate FileInvite with your CRM
GET MORE DONE

Safer & 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.

 

"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."

Alexandra Jumper, Director of Client Success

Aprio-Cloud-Logo-tagline@2x

HubSpot Video
FILEINVITE EXPLAINED

Never chase your customers for documents again

See why FileInvite replaces email when requesting information. It's simple to use & incredibly efficient, all wrapped up in bank-grade security. 

FAQ

Have a question?

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

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.

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 a Request?

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

What is a Contact?

Contacts are individuals (your clients or customers) who you want to request information from.

When you create a new Invite, you will specify which contact(s) you want to send your Invite to.

 

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.

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