Lite
$29/ month
10 Invites / month
Perfect for getting started. Request information from your clients in less than 5 minutes.
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1 User Included
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Automatic Email Reminders
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Send Invite via SMS
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Templates
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Auto PDF Conversion
Pro
$49/ month
25 Invites / month
Perfect for solopreneurs 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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Integrate with Google Drive, Dropbox, Onedrive, Box, Zapier & more
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Custom Branded Client Portal
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Purchasable Add-ons
Multi
$99/ month
75 Invites / month
Perfect for teams up to 10 people who are looking to grow and scale.
Everything in Pro, plus:
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3 Users Included
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Add More Users from $49 per user per month (includes 25 Invites)
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Send as Another User
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Shared Templates & Contacts
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Priority Support
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Access All Native Integrations
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Bulk & Recurring Invites
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100+ Invites / month*
Perfect for organizations with high request volumes and complex requirements to scale across offices, departments, and countries.
Everything in Multi, plus:
Custom Invite Volumes Dedicated Account Manager Custom Integrations Secure Private API
Advanced Integration Capabilities 99.9% Uptime Guarantee 24/7 Support White Labelled Client Experience
Custom URLs Enterprise Cloud SMTP Email Routing Custom Roles & Permissions Single Sign-On
Custom Template Directory Custom Implementation & Onboarding Custom Folder Structure for Cloud
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 teams up to 10 people who are looking to grow and scale. |
EnterprisePerfect for organizations with high request volumes and complex requirements 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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10 per month 120 per year |
25 per month 300 per year |
75 per month |
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Number of Users
The number of users included in your plan
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1 user included | 1 user included |
Add additional users for $49 per user per month (Annual) or $59 per user per month (Monthly) up to 10 users |
Custom 10+ users |
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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 year |
25 per month 300 per year |
75 per month 900 per year |
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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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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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 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.