Was ist FileInvite?
FileInvite automatisiert den Prozess der Erfassung von Informationen und Dokumenten von deinen Kunden. Der Prozess wurde mit einer sicheren Schnittstelle vereinfacht. Alles, was du tun musst, ist ein FileInvite mit den von dir benötigten Informationen zu erstellen und zu senden. Der Client lädt dann die Dateien in ein sicheres Portal hoch, in dem du die eingereichten Informationen genehmigen oder ablehnen kannst. Mit FileInvite kannst du Erinnerungen, Vorlagen und Synchronisierung mit deinem bevorzugten Cloud-Speicher wie Google Drive einrichten. Sende ein FileInvite noch heute!
Wer verwendet FileInvite?
Verwendet von Tausenden von Fachleuten, die Dokumentation von ihren Kunden erfassen müssen. Der Prozess wurde mit einer sicheren Schnittstelle vereinfacht. Melde dich noch heute für eine kostenlose Testversion an!
Wo kann FileInvite bereitgestellt werden?
Cloud, SaaS, webbasiert
Über den Anbieter
- FileInvite
- Ansässig in Auckland, Neuseeland
- 2014 gegründet
- Telefon-Support
- Chat
Erhältlich in diesen Ländern
Afghanistan, Albanien, Argentinien, Armenien, Aserbaidschan und 94 weitere
Sprachen
Englisch
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Über den Anbieter
- FileInvite
- Ansässig in Auckland, Neuseeland
- 2014 gegründet
- Telefon-Support
- Chat
Erhältlich in diesen Ländern
Afghanistan, Albanien, Argentinien, Armenien, Aserbaidschan und 94 weitere
Sprachen
Englisch
FileInvite – Videos und Bilder
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Bewertungen über FileInvite
Renee G.
Brilliant time saving product
Kommentare: Very easy to work with, excellent customer service and always available when needed.
Vorteile:
I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.
Nachteile:
Nothing to fault with the product at all.
Antwort von FileInvite
vor 4 Jahren
Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com
Zuhairah A.
FileInvite review
Vorteile:
First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.
Nachteile:
If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.
Antwort von FileInvite
vor 3 Monaten
Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at support@fileinvite.com"
Alanna R.
Its great however it is a long winded path to get into drop box
Vorteile:
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
Nachteile:
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
Verifizierter Rezensent
Great Software
Vorteile:
I love that its easy for my clients to use
Nachteile:
That i can only do 25 requests a month and i need more than that in a given month sometimes.
Antwort von FileInvite
vor 3 Monaten
Thank you for your kind review! We put a lot of effort into making the experience as seamless as possible for yourself (the requestor) and your clients (who you are requesting information from). Please get in touch with our customer success team at support@fileinvite.com if you are running into requests limits frequently. There are different ways that we can structure your plan according to your business' needs.
Mark F.
A bargain for what you get
Kommentare: Overall I think the system is great! I believe in time, with technology advances, it will even get better.
Vorteile:
Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly.
Nachteile:
A little tedious having to go into each form separately to get it "Live" for signing. Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year. It won't automatically default to this.
Antwort von FileInvite
vor 3 Monaten
We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details.
