17 anos ajudando empresas
a escolher o melhor software
FileInvite
Conheça FileInvite
O FileInvite automatiza o processo de coleta de informações e documentos de clientes. A interface segura simplifica o processo. Basta criar e enviar um FileInvite com as informações necessárias. O cliente então carrega os arquivos em um portal seguro onde é possível aprovar ou recusar as informações enviadas. Com o FileInvite, é possível configurar lembretes e modelos e sincronizar com seu armazenamento na nuvem favorito, como o Google Drive. Envie um FileInvite.
Quem usa FileInvite?
Usado por milhares de profissionais que precisam coletar documentação de clientes. Esse processo foi automatizado com uma interface simples e segura. Cadastre-se para uma avaliação gratuita.
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Avaliações do FileInvite
Great support for biz process
Comentários: It helps to keep control over document requests.
Vantagens:
Easy to collect similar list of uploads from various customers. Great digital signing option.
Desvantagens:
Status {RETURNED} is confusing in case some invites were not correctly completed.
Resposta do FileInvite
há 3 anos
Thanks for your feedback! Occasionally, clients click the 'I'm Finished' button before they are done, which marks the Invite as returned. In these instances, you can simply reopen the invite and reach out via in-app messaging to clarify what documents are still required. I hope this helps! Please reach out to us at [email protected] if there is something else going on, we'd be very happy to assist.
Great for business growth
Comentários: Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally.
Vantagens:
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.
Desvantagens:
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 :)
Resposta do FileInvite
há 3 anos
Thanks Thomas, we really appreciate your feedback. We've shared it with the product team and they would like to discuss your comments further. Please contact us at [email protected] and we can set up a time to discuss further.
Its great however it is a long winded path to get into drop box
Vantagens:
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
Desvantagens:
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
Great software, easy way to share documents and save time organizing files!
Comentários: Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.
Vantagens:
You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.
Desvantagens:
Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.
FileInvite
Comentários: Document collation is an important part of our process. Prior to using this system we would normally have clients emailing documents to our email address. The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.
Vantagens:
Our clients find FileInvite easy to use which is our ultimate aim when using this type of document collation service. Once set-up it is easy for us to manage the process with documents being converted into PDF and transferred into our online system automatically ready for us to check and utilize for our clients application.
Desvantagens:
When we use our templates there are times that some of the documents being requested within the template are not required for the client involved. We can only delete one document at a time. It would be great if we could check the documents we don't need and then press delete rather than having to delete each one individually.
