Software Alternatives, Accelerators & Startups

Configure One VS FileInvite

Compare Configure One VS FileInvite and see what are their differences

Configure One logo Configure One

Configure One CPQ covers your entire sales-to-production process. Configure products, calculate pricing, send quotes to customers, secure an order, and generate engineering documents. All with Configure One.

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.
  • Configure One Landing page
    Landing page //
    2023-09-02

Streamline your business operations by revolutionizing how you quote and sell configurable products and services. Make Configure One the cornerstone of your digital transformation, win more business and delight your customers. Configure One has been specifically designed for manufacturers. We develop unique functionality such as product visualization, integration to CAD, and the ability to handle the varying challenges that manufacturers face.

Founded in 2000, Configure One is a privately held CPQ (configure, price, and quote) software company headquartered in Oak Brook, Illinois, near Chicago. Our European operation, Configure One Europe, Ltd., is located in Harlow, Essex, near London.

We aim to be the most innovative and ethical technology company providing best-in-class solutions to organizations with complex business needs. We believe in creating a culture that values deep collaboration and cultivates the passion of our people. Through partnership, guidance, and expertise, we strive to exceed every expectation of our customers.

  • 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
Release Date
-
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49

Configure One features and specs

  • Flexibility
    Configure One allows for extensive customization options, enabling businesses to tailor the software to meet their specific configuration needs.
  • Integration Capabilities
    The platform integrates well with various ERP, CRM, and CAD systems, ensuring seamless data flow and consistency across different business processes.
  • User-Friendly Interface
    The software features an intuitive and easy-to-use interface that simplifies the configuration and quoting process for users.
  • Cloud-Based
    Being a cloud-based solution, Configure One offers the benefits of accessibility from anywhere, automatic updates, and reduced infrastructure costs.
  • Advanced Visualization
    Configure One provides advanced visualization tools, including 3D modeling, which helps in better understanding and presentation of configured products.

Possible disadvantages of Configure One

  • Cost
    The pricing of Configure One may be on the higher side, making it less accessible for smaller businesses or startups with limited budgets.
  • Complexity
    The extensive customization options, while a strong point, can also add complexity to the initial setup and implementation process.
  • Learning Curve
    New users might face a steep learning curve due to the wide range of features and customization options available.
  • Support Limitations
    Some users have reported that the customer support can be slow to respond or not as helpful as expected, which can be an issue during critical times.
  • Dependence on Internet Connectivity
    As a cloud-based solution, the performance of Configure One heavily depends on internet connectivity, which could be a limitation in areas with poor internet infrastructure.

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.

Configure One videos

Configure One CPQ Video Testimonial – Pool Products Manufacturing

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 Configure One and FileInvite)
Document Automation
61 61%
39% 39
Document Management
38 38%
62% 62
Configure Price Quote (CPQ) Software
Project Management
0 0%
100% 100

User comments

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Reviews

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

Configure One 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 Configure One and FileInvite, you can also consider the following products

ThreeKit - Threekit's product configurator enables you to visualize products in photorealistic 2D, 3D and augmented reality, all from a single design file.

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.

KBMax - KBMax 3D CPQ solutions is the next generation to configure, visualize, price, quote with interactive 3D visualization and engineering automation. Learn more.

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

3D Cloud - 3D Product Visualization Platform for Furniture Marxent® 3D Cloud

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