Software Alternatives, Accelerators & Startups

Iterop VS FileInvite

Compare Iterop VS FileInvite and see what are their differences

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Iterop logo Iterop

La plateforme BPM la plus simple pour piloter vos processus & workflows.

FileInvite logo FileInvite

Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.
  • Iterop Landing page
    Landing page //
    2022-06-14
  • 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.

Iterop

Pricing URL
-
$ Details
-
Platforms
-

FileInvite

$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49

Iterop features and specs

  • Integration Capabilities
    Allows seamless integration with a range of enterprise systems and tools, making it easier to incorporate into existing IT infrastructure.
  • User-Friendly Interface
    Offers an intuitive and easy-to-navigate user interface that enhances user experience and reduces the learning curve for new users.
  • Customization
    Provides robust customization options that allow businesses to tailor the platform to their specific workflow and process requirements.
  • Scalability
    Grows with the business, offering scalable solutions that can accommodate increasing amounts of data and more complex processes.
  • Real-Time Analytics
    Incorporates real-time analytics capabilities for more informed decision-making and timely identification of process bottlenecks.

Possible disadvantages of Iterop

  • Cost
    May have a high cost of entry, with potential additional expenses for customization and integration services.
  • Complexity
    Despite a user-friendly interface, the full range of features might be overwhelming for smaller organizations or those with less technical expertise.
  • Implementation Time
    Implementing the solution may require significant time and resources, especially for larger enterprises with intricate system requirements.
  • Support and Training
    Comprehensive training and support may be needed to fully utilize all features, which could be an added expense or resource drain.
  • Customization Limitations
    While customization is a feature, there might be limitations or constraints based on existing technology stacks or specific business needs.

FileInvite features and specs

  • Ease of Use
    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.
  • Automation
    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.
  • Security
    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.
  • Integrations
    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.
  • Customizable Templates
    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.
  • Client Portal
    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

Possible disadvantages of FileInvite

  • Cost
    For small businesses or individual users, the pricing might be on the higher side, especially considering other lower-cost alternatives available.
  • Learning Curve
    While generally user-friendly, some users might find an initial learning curve in understanding all the features and making the most of the platform.
  • Dependence on Internet
    Since FileInvite is a cloud-based solution, an Internet connection is mandatory for access and functionality, which might be a limitation in areas with poor connectivity.
  • Customization Limitations
    Although it offers customizable templates, there can be limitations in full customization options depending on the user's needs.
  • Platform Updates
    As with any software, occasional updates can lead to temporary disruptions or require users to adapt to new interfaces and functionalities.

Iterop videos

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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 Iterop and FileInvite)
BPM
100 100%
0% 0
Document Management
0 0%
100% 100
Automation
100 100%
0% 0
Document Automation
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 Iterop and FileInvite

Iterop 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 Iterop and FileInvite, you can also consider the following products

BonitaSoft - Bonita BPM is a BPM-based application platform that is designed to help users build highly...

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.

ProcessMaker - ProcessMaker is an easy to use BPM and workflow software solution. It is used to design, automate, and deploy business processes of any kind.

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

Activiti - Activiti is a light-weight workflow and Business Process Management (BPM) Platform targeted at...

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