Software Alternatives, Accelerators & Startups

Cincom CPQ VS FileInvite

Compare Cincom CPQ VS FileInvite and see what are their differences

Cincom CPQ logo Cincom CPQ

Cincom CPQ™ (formerly Cincom Acquire) is a configure-price-quote platform for sales reps.

FileInvite logo FileInvite

Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.
  • Cincom CPQ Landing page
    Landing page //
    2023-07-28
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

FileInvite

$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49

Cincom CPQ features and specs

  • Customization
    Cincom CPQ offers extensive customization capabilities, allowing businesses to tailor product configurations and pricing to meet specific needs.
  • User-Friendly Interface
    The platform boasts a user-friendly interface that simplifies the process of creating quotes, making it accessible even for users who are not tech-savvy.
  • Integration Capabilities
    Cincom CPQ integrates seamlessly with various CRM and ERP systems, enhancing data flow and operational efficiency.
  • Scalability
    Designed to handle businesses of all sizes, Cincom CPQ can scale up as your business grows, maintaining performance and reliability.
  • Automation
    With automated workflows, Cincom CPQ reduces the manual effort involved in generating quotes, thus speeding up the entire quoting process.

Possible disadvantages of Cincom CPQ

  • Complexity for Beginners
    While offering extensive features, the platform can be complex for new users, potentially leading to a steep learning curve.
  • Cost
    Cincom CPQ can be relatively expensive, particularly for smaller businesses or startups with limited budgets.
  • Implementation Time
    The initial setup and implementation phase can be time-consuming, requiring substantial effort and planning.
  • Customization Overhead
    Despite its customization capabilities, extensive customization can require significant effort and may necessitate expert assistance.
  • Support Limitations
    User reports indicate that technical support, while generally effective, sometimes suffers from delays or may not always meet expectations.

FileInvite features and specs

  • Ease of Use
    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.
  • Automation
    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.
  • Security
    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.
  • Integrations
    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.
  • Customizable Templates
    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.
  • Client Portal
    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

Possible disadvantages of FileInvite

  • Cost
    For small businesses or individual users, the pricing might be on the higher side, especially considering other lower-cost alternatives available.
  • Learning Curve
    While generally user-friendly, some users might find an initial learning curve in understanding all the features and making the most of the platform.
  • Dependence on Internet
    Since FileInvite is a cloud-based solution, an Internet connection is mandatory for access and functionality, which might be a limitation in areas with poor connectivity.
  • Customization Limitations
    Although it offers customizable templates, there can be limitations in full customization options depending on the user's needs.
  • Platform Updates
    As with any software, occasional updates can lead to temporary disruptions or require users to adapt to new interfaces and functionalities.

Cincom CPQ videos

Cincom CPQ Demo: Configure, Price, and Quote a CNC Machine for Complex Manufacturing

More videos:

  • Demo - Product Demo of Cincom CPQ
  • Review - Streamline Sales Quote Workflows: Special Request Approvals in Cincom CPQ™️

FileInvite videos

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Cincom CPQ and FileInvite)
Electronic Signature
100 100%
0% 0
Document Management
0 0%
100% 100
Document Automation
47 47%
53% 53
Business & Commerce
100 100%
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Cincom CPQ and FileInvite

Cincom CPQ Reviews

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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.

What are some alternatives?

When comparing Cincom CPQ and FileInvite, you can also consider the following products

Conga CPQ - Conga CPQ is a cloud-based multi-channel sales management platform that is designed to help companies of all sizes turn their focus toward selling.

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Oracle CPQ Cloud - CPQ software & Quote-to-Cash app

Onehub - Onehub helps businesses securely share and control files in the cloud.

CloudSense - CPQ and order management native to Salesforce

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.