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FileInvite Reviews & Product Details

FileInvite Overview

What is FileInvite?

FileInvite automates the collection of client information for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more, so you can spend your time where it really matters. Trusted by thousands of customers worldwide, discover the tool that top professionals are using to automate their document collection.

FileInvite Details
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Product Description

FileInvite is an information and document requesting solution designed for businesses that want to automate the process across a client base.


Seller Details
Year Founded
2015
HQ Location
Auckland, NZ
Twitter
@fileinvite
435 Twitter followers
LinkedIn® Page
www.linkedin.com
44 employees on LinkedIn®

Tiago P.
TP
Overview Provided by:
Marketing Campaign Manager at FileInvite

Recent FileInvite Reviews

PM
Pawan M.Mid-Market (51-1000 emp.)
4.5 out of 5
"Huge time saver and error avoidance"
It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a do...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
3.0 out of 5
"Portal to share and collect documents"
It was easy to create Folders, upload documents, send invites and create an online File Portal. The online tutorials and the navigation steps in th...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Portal to Safely Upload, Review and Share Files and Documents"
The setup process is very easy. Free trial without a credit card is helpful. The online help with instructions on how to configure Invites, Send Th...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

FileInvite Media

FileInvite Demo - Client Portal
Create a new client portal in seconds to request everything you need from your client. Documents, data, files, and forms can be uploaded and accessed from any device.
FileInvite Demo - Workflows
Set a due date, then approve and reject documents as you receive them.
FileInvite Demo - Smart Notifications™
FileInvite chases your clients for you; get documents back in record time. Clients receive branded smart notifications to complete the process via email and SMS.
FileInvite Demo - Dashboard
See clearly where every client is at in their document collection process.
FileInvite Demo - Live Forms + Digital Signatures
Create live forms from your PDF documents to collect data and save to your CRM. Collect digital signatures on your contracts and agreements.
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Have you used FileInvite before?
Yes

11 FileInvite Reviews

4.2 out of 5
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11 FileInvite Reviews
4.2 out of 5
11 FileInvite Reviews
4.2 out of 5
G2 reviews are authentic and verified.
PM
Executive Consultant
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

Would like to be able to use the automatic link to Dropbox but it is not compatible for Dropbox for business. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

Able to create Templates. Quick access from the link given for the Invitees with or without passport setting. ou can just upload all documents to the same place, and have your customers also uploading. Review collected by and hosted on G2.com.

Verified User in Telecommunications
UT
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

The setup process is very easy. Free trial without a credit card is helpful. The online help with instructions on how to configure Invites, Send Them and then have the receiver review was very easy. Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

Is there a plan to integrate with other document stores when uploading documents such as SharePoint or OneDrive? Or, the best approach is to just send a link to the actual documentation store within the invite? The instructions on this topic would be helpful. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

Find a reliable, secure method to collaborate and share documents with team members. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

It was easy to create Folders, upload documents, send invites and create an online File Portal. The online tutorials and the navigation steps in the UI helped to set things quickly. Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

It would be nice to have Web Chat (Text) capability to promote collaboration. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

Create Online Portal for documentation sharing. Review collected by and hosted on G2.com.

Abboudi G.
AG
HCIS Technical Specialist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

Easy to use

Secure to transfer data.

Fast Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

Trail period is small.

Prefer to be cheaper. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

E-signature mainly and file transfer with other remote working colleagues Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

Thank you for your review Abboudi! Great to hear that you find us easy to use, we spend a lot of time optimizing for that.

Will report your feedback to the team, thanks!

Fadi K.
FK
Sales Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about FileInvite?

Simple to use.

I love the google drive integration a Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

Some of the menu systems require more clicks than should be required Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

collect and collate documents Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

Thank you for your feedback Fadi! Our native cloud integrations are a major benefit for many of our customers.

We're in the process of optimizing the in-app experience to reduce any friction and make it even easier and more efficient to use. I'll pass your feedback on to the team, thanks!

Verified User in Non-Profit Organization Management
UN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about FileInvite?

I love the option of sending out club member families a checklist so that their application is organized and simple. It’s a great way to keep track of what has to be included with summer camp applications, payment submissions, and identification documents. Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

I wish there was a section to actually check the items instead of removing them completely from the list. I also would like a free version of email and text reminders. Review collected by and hosted on G2.com.

Recommendations to others considering FileInvite:

It is a great way to keep track of applications and any other process which involves detailed documentation. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

We use fileinvite to help us with our club member application process throughout the year but also with day camp applications. Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

We love hearing the different use-cases of our software. Thank you for your review!

Since your review was made, we've optimized the 'reviewing' features to be even more user-friendly. You're now able to auto-generate new documents from your templates, review all requests before sending, and then review, reject/accept returned invites.

BG
manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

It is software that gives direct benefits to each employee and their tools help to make each management easier, but the cost of $ 12 per month I think it is high, and there are much cheaper programs that give equal advantages, the only thing that does not Like the program is the rest price is perfect and for all the reasons I said I will use it for much longer Review collected by and hosted on G2.com.

Recommendations to others considering FileInvite:

The reputation of each company depends a lot on the good service it offers, and the security that it gives to the clients, it is also important to know each need and generate solutions in each project and management that is done for that reason I use fileinvite and I give good recommendations to execute the program in companies and establish significant improvements in each office and department Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

I have all the clients happy and I always advance to their needs, the procedures have a complete and fast process with good results and when sharing the private documents of the company I have the security that is needed, fileinvite is a good program that does what is necessary to facilitate my work Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

Thanks, Bernard!

Improving your customers' experience is one of our core focuses when we are considering how to build out our product. Glad to hear it is working well for you.

JS
CTO (Chief Technology Officer)
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

We thought that we could not, it was such a conflict and disorder that we never managed to agree. Documents came and went and always mistakes a lot. The most updated ones were lost along the way, in a mail inbox which made life very complicated for us. Advisors of the company helped us to get the solution and the first thing that they told us was that if it could, and really they were right. With FileInvite we realized that if you can have an orderly inbox, which has helped us to expedite everything concerning the paperwork with documents, files and business information and with the clientele. If you can speed up the work with the clients when reviewing and correcting the files and documents and the ease with which they manage to upload the information, being happy because they can do it from the phone and from any place without losing time. If you can guarantee the security of the information and compress it because now with FileInvite it is easier, thanks to the fact that we can convert the files automatically to the PDF. If we could increase sales, if we could increase productivity and increase the confidence of employees and customers. "We believed and it's true, if you can, if we could". Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

Up to now, only the initial investment is a bit uncomfortable, however, one is adjusted to its possibilities and after the results are seen, the investments increase as a function of the obtained benefits. Review collected by and hosted on G2.com.

Recommendations to others considering FileInvite:

The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved. Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

Thanks for your extensive review Jackson, we appreciate it!

"With FileInvite we realized that if you can have an orderly inbox" - This is great. We specialize in moving insecure & hard-to-track file and document collection out of your email inboxes, and into our systemized & secure document and data collection portal. In fact, this was the reason FileInvite was built in the first place.

VH
Administrator of tariffs in mundoturismo
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform. Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

A very complete platform to manage files from a web but you need an application to facilitate the management of files from any device, and most people are in the world of smart phones and spend more time with these devices than in a computer entering a web, the costs for a multi-service version is somewhat expensive, although you have many advantages. Review collected by and hosted on G2.com.

Recommendations to others considering FileInvite:

Excellent to keep your files and work with the documents you need, you will always have at your disposal since it is on the web and is easy to use. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

Ans largely solved the load of various files because many times by trying to send files within the mails sometimes the connection is dropped and I have to restart it, with this platform I send that problem, I can also have a list of charges that come up automatically. Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

Thank you, Valentina! Since you've left your review, we've continued to upgrade our security & compliance measures. In addition to our at rest and in transit encryption, audit history, logs, and access permissions, we are fully compliant with enterprise-grade SOC 2 Type 2.

We understand that our clients are often on-the-go, and have updated our application to be functional from mobile also.

NC
COO (Chief Operating Officer)
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FileInvite?

The order is one of the fundamental principles to achieve success in everything that one proposes, and make use of a tool that gives you that opportunity is what we had always wanted. We receive, send and share a large volume of information in digitized documents from our employees, and in turn from our clients in order to monitor and analyze them as soon as possible, given that the many requests that have to be answered must be answered. we receive daily. With the use of FileInvite we abolish the dependence of the electronic mail for matters inherent to the business documentation. Thanks to FileInvite, the location of the files is now faster, more comfortable and secure, we no longer waste time searching for the most up-to-date information, and we keep everything in strict order as it should be. The entire management process was streamlined before the different users, the work being more fluid. The probability of sending obsolete and disorderly information was reduced to a minimum, which has allowed us to be more sure of our work. There is no longer the inconvenience caused to our customers, or at least we realized that they were greatly reduced. The time invested in interacting with the clientele is less and we know it because they approach us less in consulting. We guarantee security, confidentiality, and punctuality, and even now we have the luxury of giving answers before the agreed dates. Review collected by and hosted on G2.com.

What do you dislike about FileInvite?

The use of it on mobile devices is sometimes very slow, so sometimes and depending on the urgency and only has the tool of a phone or tablet, solve by this alternative is complicated and slow. Review collected by and hosted on G2.com.

Recommendations to others considering FileInvite:

Save time and demonstrate professionalism by using a tool that helps you to be practical, orderly and to ensure you have the confidence of customers and even employees when working with documents. Review collected by and hosted on G2.com.

What problems is FileInvite solving and how is that benefiting you?

The dependence of receiving or sending attachments in countless emails, we lost a valuable time that could be devoted to more productive activities. Now everything is more orderly, more order is displayed, the search for information is immediate and secure. Review collected by and hosted on G2.com.

Response from Tiago Penteado of FileInvite

What a great review, thank you, Nathan!