Software Alternatives & Reviews

FileInvite VS Clustdoc

Compare FileInvite VS Clustdoc 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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Clustdoc logo Clustdoc

Clustdoc is a professional Client Onboarding and Verification Software.
  • 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.

  • Clustdoc Landing page
    Landing page //
    2023-09-20

Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. Many teams use Clustdoc to request, collect and manage clients documents, information and esignatures from clients and stakeholders without juggling between apps.

With Clustdoc you can: Automate client-facing processes - no more paper documents. Get rid of manual tasks and reduce back-and-forth. Stop chasing clients for files. Increase customer trust and engagement

Try out Clustdoc for free during 7-day and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.

FileInvite

Categories
  • Documents
  • Document Management
  • Document Automation
  • Document Workflow Automation
  • Document Signing
  • Digital Signatures
  • Secure File Sharing
Website fileinvite.com
Pricing URL Official FileInvite Pricing
Details $paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox

Clustdoc

Categories
  • Onboarding Software
  • Document Management
  • Document Workflow Automation
  • eSignature
  • Task Management
  • Email Reminder
  • Client Portal
Website clustdoc.com
Pricing URL Official Clustdoc Pricing
Details $paid Free Trial €100.0 / Monthly (Gold plan)
Platforms
Browser Wordpress Android iOS Mac OSX Google Chrome Firefox

FileInvite features and specs

No features have been listed yet.

Clustdoc features and specs

  • Free Trial: 7-day free trial, no credit card required
  • Easy to Set-up and use: Take less than a minute to get your team up and running
  • Analytics and Reporting: The practice manager will receive full statistics on the practice’s performance.
  • Clean UI: Yes

FileInvite videos

FileInvite Explained

More videos:

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

Clustdoc videos

Clustdoc - Customer onboarding software

More videos:

  • Review - Clust Review - Collect Files From Clients & Prospects [AppSumo 2019]
  • Review - Clust document form creator Lifetime Deal AppSumo
  • Review - Clust How-To on AppSumo

Category Popularity

0-100% (relative to FileInvite and Clustdoc)
Project Management
60 60%
40% 40
Documents
100 100%
0% 0
Task Management
0 0%
100% 100
Document Management
63 63%
37% 37

User comments

Share your experience with using FileInvite and Clustdoc. 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 Clustdoc

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.

Clustdoc Reviews

We have no reviews of Clustdoc yet.
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Social recommendations and mentions

Based on our record, Clustdoc seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

Clustdoc mentions (1)

  • gravity forms intake process like Clust Docs
    I'm looking for a WordPress plugin, something similar to Clust Docs that allows me to:. Source: almost 3 years ago

What are some alternatives?

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

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

SuiteDash - Integrated & Automated Client Portal Software : Secure Web Based Client or Customer Login Portals : White Label SaaS Project Management System, Online CRM Tool, Browser Based Invoicing & Recurring Billing, Time Tracker, Client File Upload, , All in …

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

Clinked - White-label Client and Team Workspace

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

Moxtra - Moxtra is a multi layered, embeddable team collaboration solution.