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.
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Miro or sketchboard have pretty decent tools for designing your digital whiteboard and creating flowcharts. While still being quite easy to use (and therefore fast to get your ideas out). Source: about 3 years ago
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