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Conga Document Generation VS FileInvite

Compare Conga Document Generation VS FileInvite and see what are their differences

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Conga Document Generation logo Conga Document Generation

Every document has big potential to help push your business forward. Unleash that potential with Conga's engaging documents capabilities and see how easy it can be to build, manage, and work on documents anywhere business takes you.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website
  • Conga Document Generation Landing page
    Landing page //
    2023-09-27
  • 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.

Conga Document Generation videos

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Conga document generation overview

More videos:

  • Review - Salesforce Conga Composer - Webinar #cloudanalogy #Conga #Composer
  • Review - Quick view: Conga document generation
  • Demo - Salesforce Conga composer mail merge demo review
  • Demo - Conga Composer Demo

FileInvite videos

+ Add

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 Conga Document Generation and FileInvite)

Conga Document Generation

FileInvite

Document Automation
100 100%
Document Automation
0% 0
Documents
0 0%
Documents
100% 100
Electronic Signature
100 100%
Electronic Signature
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using Conga Document Generation and FileInvite. For example, how are they different and which one is better?
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Reviews

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

Conga Document Generation Reviews

We have no reviews of Conga Document Generation yet.
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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.
Source: www.fileinvite.com
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.
Source: www.techtimes.com
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.
Source: www.pocket-lint.com

What are some alternatives?

When comparing Conga Document Generation and FileInvite, you can also consider the following products

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 Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

Google Docs - Create a new document and edit with others at the same time -- from your computer, phone or tablet. Get stuff done with or without an internet connection. Use Docs to edit Word files. Free from Google.

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

Adobe Acrobat DC - Make your job easier with Adobe Acrobat DC, the trusted PDF creator. Use Acrobat to convert, edit and sign PDF files at your desk or on the go.

KYC Portal - KYC Portal is a client lifecycle management platform that allows users to have the full ownership of policy automation from increasing operational efficiencies to business relationship outreach.

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