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FileInvite VS Conga Contracts

Compare FileInvite VS Conga Contracts and see what are their differences

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FileInvite logo FileInvite

Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.

Conga Contracts logo Conga Contracts

Conga Contracts is management solution designed to accelerate and simplify contract negotiations in Salesforce.
  • 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.

  • Conga Contracts Landing page
    Landing page //
    2023-09-14

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49
Edit details

Conga Contracts

Website
conga.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite features and specs

  • Ease of Use
    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.
  • Automation
    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.
  • Security
    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.
  • Integrations
    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.
  • Customizable Templates
    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.
  • Client Portal
    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

Possible disadvantages of FileInvite

  • Cost
    For small businesses or individual users, the pricing might be on the higher side, especially considering other lower-cost alternatives available.
  • Learning Curve
    While generally user-friendly, some users might find an initial learning curve in understanding all the features and making the most of the platform.
  • Dependence on Internet
    Since FileInvite is a cloud-based solution, an Internet connection is mandatory for access and functionality, which might be a limitation in areas with poor connectivity.
  • Customization Limitations
    Although it offers customizable templates, there can be limitations in full customization options depending on the user's needs.
  • Platform Updates
    As with any software, occasional updates can lead to temporary disruptions or require users to adapt to new interfaces and functionalities.

Conga Contracts features and specs

  • Streamlined Contract Management
    Conga Contracts offers a centralized platform for managing the entire contract lifecycle, from creation and negotiation to approval and renewal, which increases operational efficiency.
  • Automation and Workflows
    The platform provides robust automation features and customizable workflows, significantly reducing manual efforts and minimizing errors in contract management.
  • Integration Capabilities
    Conga Contracts integrates seamlessly with several CRM systems, including Salesforce, enhancing data consistency and enabling a more cohesive business process.
  • Compliance and Risk Management
    The system includes tools for compliance tracking, risk assessment, and audit trails, helping organizations to adhere to regulatory requirements and mitigate risks.
  • Collaboration Features
    Conga Contracts promotes collaborative work environments by allowing stakeholders to review, comment, and negotiate on contracts in real-time.

Possible disadvantages of Conga Contracts

  • Complexity and Learning Curve
    Due to its extensive features and functionalities, new users might experience a steep learning curve, which can lead to a longer initial setup and training period.
  • Cost
    Subscription and licensing fees for Conga Contracts can be relatively high, especially for small and medium-sized businesses, making it a significant investment.
  • Customization Limitations
    While the platform offers good customization options, it may still fall short for organizations with highly specific or unique contract management needs.
  • Integration Dependencies
    Its heavy reliance on CRM integrations, like Salesforce, means that users may need to already be using or invest in these platforms to fully leverage the capabilities of Conga Contracts.
  • Customer Support
    Some users have reported that customer support can be slow to respond or resolve issues, which could impact the overall user experience and efficiency.

Analysis of FileInvite

Overall verdict

  • FileInvite is generally considered a good tool for businesses needing an efficient, reliable, and secure way to manage document requests and collections. Its ease of use and robust feature set make it a solid choice for organizations of varying sizes and needs.

Why this product is good

  • FileInvite is known for its user-friendly platform that simplifies the process of requesting and receiving documents securely. It helps automate document collection, reduces administrative work, and minimizes the chances of human error in the document gathering process. The platform also provides features like reminders, secure storage, and integrations with other tools, enhancing productivity and efficiency for businesses that require regular document collection from clients or partners.

Recommended for

    FileInvite is particularly recommended for professionals and businesses in sectors such as finance, legal, real estate, insurance, and any other industries where there is a frequent requirement to request, collect, and manage documents from clients or stakeholders in a secure and organized manner.

Analysis of Conga Contracts

Overall verdict

  • Conga Contracts is generally considered a good choice for businesses seeking a comprehensive and flexible contract management solution. It is particularly beneficial for organizations that require robust integration capabilities and advanced customization to meet specific industry needs.

Why this product is good

  • Conga Contracts is a reputable contract management solution known for its robust features designed to streamline the contract lifecycle management process. It offers functionalities such as contract authoring, negotiation, tracking, and compliance management, which help organizations reduce risks, improve efficiency, and ensure consistent contract execution. The platform is highly customizable and integrates well with other enterprise software, making it adaptable to varying business needs. Additionally, its user-friendly interface and strong customer support are often highlighted as notable strengths.

Recommended for

  • Large enterprises needing a scalable contract management solution
  • Organizations that require seamless integration with existing CRM systems like Salesforce
  • Businesses experiencing complex and high-volume contract workflows
  • Teams looking for a customizable platform with strong customer support

FileInvite videos

+ Add

FileInvite Explained

More videos:

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

Conga Contracts videos

+ Add

Conga Contracts 2 Minute Overview

More videos:

  • Review - Conga Contracts Overview
  • Review - Conga Contracts overview

Category Popularity

0-100% (relative to FileInvite and Conga Contracts)

FileInvite

Conga Contracts

Document Management
26 26%
Document Management
74% 74
Document Automation
15 15%
Document Automation
85% 85
Contract Management
0 0%
Contract Management
100% 100
Project Management
100 100%
Project Management
0% 0

User comments

Share your experience with using FileInvite and Conga Contracts. 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 Conga Contracts

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

Conga Contracts Reviews

11 Best Contract Lifecycle Management (CLM) Software (2022)
Conga Contracts has a high retention rate among its customers — 9 out of 10 customers renew with them — and have enjoyed a 10-year run as the most downloaded paid CLM app.
Source: whatfix.com

What are some alternatives?

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

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

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

ContractWorks - ContractWorks provides secure and easy-to-use contract management software that helps you gain control of your contracts.

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

Concord - Contract Management Software and unlimited Electronic Signatures. Reduce costs, maximize compliance & mitigate risk. Enterprise solutions available.

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.

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