| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 FileInvite | Score1.1 out of 10 | N/A | FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google… | N/A |
| FileInvite | |||||||||||
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| Editions & Modules | No answers on this topic | ||||||||||
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| Entry-level Setup Fee | No setup fee | ||||||||||
| Additional Details | — | ||||||||||
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| FileInvite | |
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| Considered Both Products | Chose FileInvite FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info Chose FileInvite Client Management, Team Collaboration, Customer Statements, Pre-Qualification, Closing Documents, Contact Database Messaging. Independently Invited by TrustRadius A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info |
| Key User Insights | |
| Would buy again | |
No answers on this topic | |
| Delivers good value for the price | |
No answers on this topic | |
| Happy with the feature set | |
No answers on this topic | |
| Lived up to sales and marketing promises | |
No answers on this topic | |
| Implementation went as expected | |
No answers on this topic | |
| FileInvite | |
|---|---|
| Likelihood to Recommend | 1.0 |
| Usability | 7.0 |
| Performance | 10.0 |
| Ease of integration | 10.0 |
