FileInvite

I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do.

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized. People just type in their signature as well and there's no way to disable this :( Please see RightSig for a good reference point.

Here at my business we use this app for file sharing. It makes a great communication tool, simple and fast.

I don't have any cons for this app as of right now.

FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure.

Price is a little expensive to just receive files.

Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)

0. Simplicity and easy to use
1. Able to create Templates
2. eMail notifications being sent automatically for each message
3. An Invite can be duplicated now
4. Quick access from the link given for the Invitees with or without passport setting
5. File conversion into PDF file

Things to be improved rather than Cons:

1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding.

2. No memo writing function for each Invite: a short memo or information has to be written sometimes for each Invite but there is no function unless a Request is used for a note recording purpose.

3. No sending message function for the multiple Invites selected as only message sending is limited to an Invite. This means though the same information each message has to be prepared separately for a group of Invites.

4. A function that an Invite sent/used can be reused as a draft in Template. A template has to be first made to create an Invite not the other way around. If an Invite can be duplicated into the Template folder, it will save a lot of time in terms of modification and reusability of sent/used Invite.

5. A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type.