Software Alternatives & Reviews

FileInvite VS Docubee

Compare FileInvite VS Docubee 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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Docubee logo Docubee

Intelligent Contract Automation
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  • 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.

  • Docubee Landing page
    Landing page //
    2022-07-05

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements.

Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

FileInvite

$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Release Date
-

Docubee

$ Details
paid Free Trial $9.0 / Monthly (1 user, 1 workspace, 1 template)
Platforms
Browser Android iOS Google Chrome Web
Release Date
2020 February

FileInvite features and specs

No features have been listed yet.

Docubee features and specs

  • Workflow Automation: Connect forms, documents, and eSignatures with automated workflows.
  • Digital Documents: Maintain version control and collaborate with others using digital documents.
  • Digital Forms: Allows participants to fill out information that can be stored and used within the OnTask system.
  • eSignatures: Collect legally binding signatures on important documents from anywhere, complete with a signature audit trail.
  • Conditional Logic: Allows users to create more robust workflows with different user paths.
  • Automated Reminders: Automatically notify users who haven’t taken the desired action after a predetermined amount of time has passed to ensure workflows don’t get stuck.
  • Email Routing: Once a document or form has been completed, emails can automatically be routed to participants for review or approval.
  • Pre-built Workflow Library: Save time by using one of OnTask’s prebuilt workflows and customize to fit the needs of your business.
  • Reusable Templates: Quickly run your most-used workflows in and stop searching for the right documents.
  • Document Storage: Keep a digital repository of all documents and forms completed in OnTask for reference and download.
  • CRM Integration: Easily integrate OnTask with most CRMs to access data wherever you need it.

FileInvite videos

FileInvite Explained

More videos:

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

Docubee videos

Workflow Automation Simplified | OnTask

More videos:

  • Tutorial - How to get clients to SIGN CONTRACTS FREE electronically (OnTask Review | electronic signature!)

Category Popularity

0-100% (relative to FileInvite and Docubee)
Documents
100 100%
0% 0
Document Automation
0 0%
100% 100
Document Management
100 100%
0% 0
eSignature
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare FileInvite and Docubee

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.

Docubee Reviews

We have no reviews of Docubee yet.
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What are some alternatives?

When comparing FileInvite and Docubee, 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.

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.

DottedSign - The Best E-Signature Solution for Your Business

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

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