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DealRoom VS FileInvite

Compare DealRoom VS FileInvite and see what are their differences

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DealRoom logo DealRoom

M&A Lifecycle Management Software

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.
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  • DealRoom Landing page
    Landing page //
    2020-09-25

DealRoom is the industry’s leading project management software that creates a better M&A experience for you and your client. Data storage, diligence tracking, and communication tools are all on one integrated smart platform, which allows users to eliminate duplicate work, track progress, and get insightful analytics. Our technology makes M&A deals more predictable, consistent, and Agile.

  • 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.

DealRoom

Website
dealroom.net
Pricing URL
Official DealRoom Pricing
$ Details
paid Free Trial $1250.0 / Monthly (Single project, Unlimited users, 5GB data storage)
Platforms
Web Browser Google Chrome Safari Firefox Windows iPhone
Edit details

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Edit details

DealRoom features and specs

  • Data Room: Yes
  • Diligence management: Yes
  • Pipeline management: Yes
  • Integration management: Yes
  • File storage: Yes
  • Deal management: Yes
  • Document management: Yes
  • Document Storage: Yes
  • Document Distribution: Yes

FileInvite features and specs

No features have been listed yet.

DealRoom videos

+ Add

DealRoom General User Demo

More videos:

  • Review - DealRoom - Close Deals Faster || DealRoom Review by Auctus Group || Auctus Group Testimony
  • Review - Product Webinar | DealRoom Software
  • Tutorial - DealRoom Office Hours with Harrison Thomas

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 DealRoom and FileInvite)

DealRoom

FileInvite

Project Management
64 64%
Project Management
36% 36
Documents
0 0%
Documents
100% 100
Virtual Data Room
100 100%
Virtual Data Room
0% 0
Document Management
0 0%
Document Management
100% 100

User comments

Share your experience with using DealRoom 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 DealRoom and FileInvite

DealRoom Reviews

We have no reviews of DealRoom 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 DealRoom and FileInvite, you can also consider the following products

Taiga - Project management platform for agile developers & designers

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

Plan.io - Planio makes web based project management and team collaboration more efficient and fun. It is the perfect platform for your projects, team members and clients.

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

TargetProcess - Agile Project Management Web Application

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.

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