Software Alternatives & Reviews

FileInvite VS Pipefy

Compare FileInvite VS Pipefy 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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Pipefy logo Pipefy

Pipefy is a process management software that empowers anyone to create and automate efficient workflows on their own without code.
  • 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.

  • Pipefy Landing page
    Landing page //
    2023-05-09

Pipefy is a workflow management software that makes business processes such as purchasing, onboarding, and recruiting hassle-free. By empowering non-technical workers to create and automate workflows without IT support, Pipefy enhances speed and delivers higher quality outcomes

FileInvite

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

Pipefy

Website
pipefy.com
$ Details
freemium $22.0 / Monthly (user/month)
Platforms
Google Chrome Internet Explorer Windows Browser Web Android iOS Linux Mac OSX Chrome OS
Release Date
2016 March

FileInvite videos

FileInvite Explained

More videos:

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

Pipefy videos

How to Optimize Company Processes with Pipefy (you might not need a CRM)

More videos:

Category Popularity

0-100% (relative to FileInvite and Pipefy)
Documents
100 100%
0% 0
Workflow Automation
0 0%
100% 100
Document Management
100 100%
0% 0
Project Management
26 26%
74% 74

User comments

Share your experience with using FileInvite and Pipefy. 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 Pipefy

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.

Pipefy Reviews

Top Workflow Management Systems on the Market
Your team members see their work in the My Work section, where they find all the cards currently assigned to them. They also see some extra information there, like the pipe and phase of each card. Some of this information may not always be relevant, but Pipefy follows the philosophy that it’s better to have something and not need it than to need it.
11 Business Process Management (BPM) Software for SMBs
Pipefy produces automatic reports based on active work. Since your operations change daily, It helps you adjust your processes according to the changes. Forget about loading the output manually to the back-office system; just describe the whole process from beginning to the end, and Pipefy will do the rest and transform the way you work.
Source: geekflare.com
Pipefy Review — How Good Is It In 2023?
Pipefy’s unique feature is databases — it lets you store information relevant to your processes inside Pipefy without having to rely on any external storage solutions. You can then reuse this information in other pipes. This can be very convenient.

What are some alternatives?

When comparing FileInvite and Pipefy, 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.

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.

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

Process Street - Create beautiful rich process documents in a simple to follow checklist format. Fast, free and incredibly simple to use.

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

ifttt - IFTTT puts the internet to work for you. Create simple connections between the products you use every day.