Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • ONLYOFFICE Docs Reviews & Ratings
    695 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    189 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website
  • Proton Drive Reviews & Ratings
    3,602 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • Microsoft 365 Reviews & Ratings
    19,939 Ratings
  • Apryse PDF SDK Reviews & Ratings
    153 Ratings
    Company Website
  • UnForm Reviews & Ratings
    19 Ratings
    Company Website

What is FileInvite?

Cease the relentless pursuit of documents from your clients. Effortlessly obtain files, forms, and digital signatures by requesting them with set deadlines, allowing for a significant reduction in time spent as responses flow back to you seamlessly. What makes FileInvite the preferred choice for our clients? 1. Users of FileInvite have noted an impressive average reduction of 34% in the time it takes to receive documents after utilizing our collection system, with some reporting time savings as high as 87.5%. 2. The platform simplifies the process for your clients, cutting down the number of steps required by as much as five times compared to traditional email requests. Experience the advantages of a customer-focused approach to document gathering for your enterprise. 3. Our dedicated customer support team places your success at the forefront. FileInvite has earned a 5-star rating from over 100 reviews on Capterra, reflecting our commitment to exceptional service. Recognized by businesses of all sizes globally, FileInvite stands at the forefront of document collection solutions designed for customer-oriented companies. You can explore FileInvite free for 14 days with no need for a credit card. In just five minutes, you can send your first Invite after signing up for a complimentary account, making it easier than ever to streamline your document collection process. Don't miss out on this opportunity to enhance your efficiency!

What is Docomotion?

Introducing a cutting-edge document generation application designed to provide an exceptional experience for users while greatly improving your operational efficiency and everyday workflow. This tool simplifies every part of the document creation process, from the initial design stage to the final signing, enabling you to generate, automate, and collaborate effortlessly on one platform without the need for any additional software. We are committed to ensuring our clients’ satisfaction and aim to respond to all inquiries within a matter of hours. Bid farewell to monotonous manual tasks that consume your valuable time and elevate the risk of errors, inconsistencies, and misplaced files. Instead, focus on what truly counts—engaging with your clients, nurturing new sales opportunities, or enjoying a well-deserved break. With a simple click, you can easily initiate actions to create any type of document from multiple data sources, while utilizing Salesforce’s integrated automation tools like Process Builder and Visual Flow to seamlessly embed tailored documents within your existing workflows. No programming expertise is necessary, meaning that everyone can take advantage of this powerful tool. Embrace this revolutionary solution to fundamentally change your approach to document generation, and watch your productivity soar as you streamline your processes. This application not only enhances efficiency but also fosters collaboration among teams, making it an indispensable asset for any organization.

Media

Media

Integrations Supported

Google Drive
Salesforce
Axis LMS
Box
Dropbox
HTML
HubSpot CRM
Microsoft OneDrive
Microsoft Word
Zapier

Integrations Supported

Google Drive
Salesforce
Axis LMS
Box
Dropbox
HTML
HubSpot CRM
Microsoft OneDrive
Microsoft Word
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$829/mo
Free Trial Offered?
Free Version

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FileInvite

Date Founded

2014

Company Location

New Zealand, United States

Company Website

www.fileinvite.com

Company Facts

Organization Name

Docomotion

Company Location

Israel

Company Website

www.docomotion.com

Categories and Features

Admissions and Enrollment

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collaboration

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Popular Alternatives

Cerberus FTP Server Reviews & Ratings

Cerberus FTP Server

Redwood Software

Popular Alternatives

Document.do Reviews & Ratings

Document.do

Cloufi Technologies
Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus
SynaMan Reviews & Ratings

SynaMan

Synametrics Technologies
The PDF Maker Reviews & Ratings

The PDF Maker

Closer Innovation Labs Corporation