Software Alternatives, Accelerators & Startups

FileHold VS FileInvite

Compare FileHold VS FileInvite and see what are their differences

FileHold logo FileHold

FileHold is a document management software system for small to large organizations.

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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  • FileHold Landing page
    Landing page //
    2023-03-16
  • 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.

FileHold videos

FileHold Document Management Software Application User Interface

More videos:

  • Review - FileHold Document Management Software Workflow Overview
  • Review - Filing Documents with FileHold Document Management Software

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 FileHold and FileInvite)
Project Management
15 15%
85% 85
Document Management
0 0%
100% 100
Task Management
100 100%
0% 0
Workflow Automation
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 FileHold and FileInvite

FileHold 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 FileHold and FileInvite, you can also consider the following products

Kissflow - Kissflow is a workflow tool & business process workflow management software to automate your workflow process. Rated #1 cloud workflow software in Google Apps Marketplace.

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

Bitrix24 - Bitrix24 is a free (for small businesses) social enterprise platform. It is a united work space which handles the many aspects of daily operations and tasks. Create your own social intranet in minutes!

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

Nintex - Cloud-based digital workflow management automation platform

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