Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Ratings and Reviews 3 Ratings

Total
ease
features
design
support

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What is Projectfusion?

Professional service firms require quick and secure data rooms for their operations. With hosting options available in the EU, UK, USA, Asia, and 24 additional countries, these services come with ISO27001 certification for enhanced security. Users can enjoy free access until their needs arise, and features like auto numbering and automatic export from any online source streamline the process. Additionally, pricing remains straightforward and consistent, ensuring transparency for all clients. This combination of security, accessibility, and simplicity makes it an ideal choice for firms looking to manage their data efficiently.

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!

Media

Media

Integrations Supported

Box
Google Drive
Microsoft OneDrive
Backblaze
Microsoft 365
Microsoft Azure

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

£80p/m
http://projectfusion.com/pricing
Free Trial Offered?

Pricing Information

$829/mo

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

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
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

OD Consultancy Ltd

Date Founded

2001

Company Location

United Kingdom

Company Website

www.projectfusion.com

Company Facts

Organization Name

FileInvite

Date Founded

2014

Company Location

New Zealand, United States

Company Website

www.fileinvite.com

Categories and Features

Collaboration

Document Management
Real Time Editing
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Conversion
Document Delivery
Document Indexing
Document Retention
File Type Conversion
Full Text Search
Offline Access
Version Control

File Sharing

Audit Trail
Chat / Messaging
Drag & Drop
Encryption
User Management
Version Control

Legal Document Management

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

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Admissions and Enrollment

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Forms Management
Self Service Portal

Commercial Loan

Audit Trail
Dashboard
Document Management
Pipeline Management

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
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
Version Control
Workflow / Approval Process

Document Collection

Not specified

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
Offline Access
Optical Character Recognition
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
Version Control

Loan Origination

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

Loan Servicing

Application Management
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Loan Processing
Student Loans

Mortgage and Loans

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

Onboarding

Document Management
Electronic Forms
Electronic Signature
Employee Portal
File Management
Self Service Portal
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
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
No-Code
Third Party Integrations
Workflow Configuration

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