Software Alternatives & Reviews

FirmRoom VS FileInvite

Compare FirmRoom VS FileInvite and see what are their differences

FirmRoom logo FirmRoom

FirmRoom is the fastest growing virtual data room provider. Our platform is the number one trusted VDR among M&A professionals and easy to implement right away. It has innovative features like drag and drop, smart search, and detailed analytics.

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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  • FirmRoom Landing page
    Landing page //
    2023-09-13

FirmRoom is the best option while choosing a virtual data room. We offer an extremely reliable data security, easy to use tools for data processing. Our intuitive and consistent interface will not force you to read/use any manuals. In addition, you are able to reach your account from any device you want.

Our key advantages are:

Conveniency: At FirmRoom we keep things simple. We can get your room up and running in a matter of minutes. We also help with any team member’s on-boarding needs.

Data Security: Our VDR is trusted by professionals all over the world. We not only meet industry security standards, but go above and beyond to protect your documents. Never worry about the who can see what again.

Fast Data Processing. Easily transform, retrieve, and classify documents and folders on our smart platform. Features such as drag and drop, bulk upload, and smart search enable seamless collaboration. Constantly communicate with members of your team without ever having to leave the platform.

Management functions. Effortlessly add users, set group-level permissions, and specify who has access to files and folders. Track buyer activity around deal engagement, and have access to robust data analytics. This includes when users log on, which documents they access, and how they use the information.

Advanced Analytics: Have a bird’s eye view of document collection with FirmRoom’s smart analytics.

  • 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.

FirmRoom videos

FirmRoom Demo

More videos:

  • Review - FirmRoom Cost Savings | Virtual Data Room Software
  • Tutorial - How to Review Reports and Analytics | FirmRoom Help Guide Video

FileInvite videos

FileInvite Explained

More videos:

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

Category Popularity

0-100% (relative to FirmRoom and FileInvite)
Virtual Data Room
100 100%
0% 0
Documents
0 0%
100% 100
Document Management System
Project Management
13 13%
87% 87

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Reviews

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

FirmRoom Reviews

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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.

What are some alternatives?

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

DealRoom - M&A Lifecycle Management Software

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

VCA Business Process Management Software - VCA BPM is a reputable end-to-end process management suite that gives complete control to the business over a wide range of operations.

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

IntraLinks VIA - Intralinks VIA is a solution for secure and compliant enterprise content collaboration across boundaries.

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