Software Alternatives & Reviews

FileInvite VS Citavi

Compare FileInvite VS Citavi and see what are their differences

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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Citavi logo Citavi

Citavi is a program for Microsoft Windows that manages literary references and organizes organizational knowledge.
  • 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.

  • Citavi Landing page
    Landing page //
    2023-02-05

FileInvite videos

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Citavi videos

Citavi in a Nutshell

More videos:

  • Review - Personal Knowledgebase I - Comparing Mendeley, Zotero, Evernote & Citavi

Category Popularity

0-100% (relative to FileInvite and Citavi)
Documents
100 100%
0% 0
Research Tools
0 0%
100% 100
Document Management
52 52%
48% 48
Information Organization
0 0%
100% 100

User comments

Share your experience with using FileInvite and Citavi. 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 FileInvite and Citavi

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.

Citavi Reviews

Top 5 Free Reference Management Software for Research
Citavi is the only reference management program for teams that gives you the option of storing your information on your own server instead of in the cloud. Individuals can also choose between local and online projects. Citavi automatically creates backups so you never lose your information.
10 Best Reference Management Software for Research
Citavi is incredibly versatile which makes it so popular among academic researchers. It can be used to manage references for all types of research projects, from essays and theses to books and articles. This makes it an essential tool for any researcher who wants to stay organized and efficient.
Free Data Science Tools for Students and Educators in 2020
Citavi is my favorite reference management software (best alternative to Endnote) Please check if your institution is listed here then you can use a premium (desktop) version for free!

What are some alternatives?

When comparing FileInvite and Citavi, you can also consider the following products

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

Mendeley - Easily organize your papers, read & annotate your PDFs, collaborate in private or open groups, and securely access your research from everywhere.

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

Zotero - Zotero is a free, easy-to-use tool to help you collect, organize, cite, and share research.

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

JabRef - Graphical Java application for managing bibtex (. bib) databases.‎JabRef · ‎JabRef Help · ‎JabRef | Blog · ‎OpenOffice/LibreOffice .