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Docs Made Easy VS FileInvite

Compare Docs Made Easy VS FileInvite and see what are their differences

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Contents:
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Docs Made Easy logo Docs Made Easy

Salesforce Document Generation In Just A Few Clicks

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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  • Docs Made Easy Homepage
    Homepage //
    2024-02-15

Salesforce Document generation App by Docs Made Easy helps you to generate invoices, Reports, Quotes, PDF, Word, Proposals in a simple way.

  • 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.

Docs Made Easy

Website
docsmadeasy.com
Pricing URL
-
$ Details
freemium
Platforms
-
Release Date
2021 April
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
Release Date
-
Edit details

Docs Made Easy features and specs

  • Dynamic field mapping created for non-IT users: Value - e.g . yes / No / 10 / etc
  • Easy to set up with no code required: Value - e.g . yes / No / 10 / etc
  • Creating efficient email templates has never been easier: Value - e.g . yes / No / 10 / etc
  • Available for Free: Value - e.g . yes / No / 10 / etc
  • Merge and preview functionality before creating templates: Value - e.g . yes / No / 10 / etc

FileInvite features and specs

No features have been listed yet.

Docs Made Easy videos

No Docs Made Easy videos yet. You could help us improve this page by suggesting one.

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FileInvite videos

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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 Docs Made Easy and FileInvite)

Docs Made Easy

FileInvite

Document Generation
100 100%
Document Generation
0% 0
Document Management
5 5%
Document Management
95% 95
Project Management
0 0%
Project Management
100% 100
Salesforce App
100 100%
Salesforce App
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 Docs Made Easy and FileInvite

Docs Made Easy Reviews

We have no reviews of Docs Made Easy 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 Docs Made Easy and FileInvite, you can also consider the following products

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