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FileInvite VS PlanSwift

Compare FileInvite VS PlanSwift and see what are their differences

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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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PlanSwift logo PlanSwift

PlanSwift allows contractors to create accurate project estimates specific to their individual trade.
  • 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.

  • PlanSwift Landing page
    Landing page //
    2022-12-17

FileInvite videos

+ Add

FileInvite Explained

More videos:

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

PlanSwift videos

+ Add

PlanSwift Review Video: Is PlanSwift For You?

More videos:

Category Popularity

0-100% (relative to FileInvite and PlanSwift)

FileInvite

PlanSwift

Documents
100 100%
Documents
0% 0
Construction
0 0%
Construction
100% 100
Project Management
21 21%
Project Management
79% 79
Construction Estimating Software
0 0%
Construction Estimating Software
100% 100

User comments

Share your experience with using FileInvite and PlanSwift. 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 PlanSwift

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

PlanSwift Reviews

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

When comparing FileInvite and PlanSwift, 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.

Time and Material Plus - Time and Material Plus is a software program designed to process billable data and deliver transparent billing results.

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

Cleopatra Enterprise - Cleopatra Enterprise is an out-of-the-box cost estimating and cost management solution built by and for cost estimators and project controllers.

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

eTakeoff - Construction projects work on a strict schedule and budget. eTakeoff offers the only construction cost estimation software that makes everything easier.

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