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KBMax VS FileInvite

Compare KBMax VS FileInvite and see what are their differences

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KBMax logo KBMax

KBMax 3D CPQ solutions is the next generation to configure, visualize, price, quote with interactive 3D visualization and engineering automation. Learn more.

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.
  • KBMax Landing page
    Landing page //
    2023-05-16
  • 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.

KBMax

Website
kbmax.com
Pricing URL
Official KBMax Pricing
$ Details
-
Platforms
-
Edit details

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ 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
Edit details

KBMax features and specs

  • Visual Configurator
    Allows customers to visually configure custom products in 3D, making the customization process more intuitive and engaging.
  • Integration Capabilities
    Seamlessly integrates with various enterprise systems including ERP, CRM, and CAD software, ensuring streamlined workflows and data consistency.
  • Rule Engine
    Features a powerful rule engine to ensure that all product configurations are feasible and adhere to predefined constraints, reducing the likelihood of errors.
  • Scalability
    Designed to handle a high volume of configurations and large product catalogs, making it suitable for businesses of all sizes.
  • Quotation Automation
    Automates the generation of accurate quotes and proposals based on the configured products, speeding up sales cycles and improving customer satisfaction.

Possible disadvantages of KBMax

  • Complex Initial Setup
    The initial setup and configuration can be complex and time-consuming, requiring a significant investment of time and IT resources.
  • Cost
    Can be expensive compared to some alternatives, which might be a barrier for smaller businesses with limited budgets.
  • Learning Curve
    Due to its extensive features and capabilities, there may be a steep learning curve for new users.
  • Customization Limitations
    While highly customizable, users may find that specific niche requirements require custom development, which could add to the cost and time required.
  • Dependency on Internet
    As a cloud-based solution, its performance and availability depend on a stable internet connection, which could be a limitation in areas with poor connectivity.

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.

Analysis of KBMax

Overall verdict

  • Overall, KBMax is considered a strong choice for organizations needing robust CPQ solutions, especially those focused on manufacturing or industries requiring intricate product configurations. Its features cater well to businesses seeking to improve internal efficiencies and customer engagement.

Why this product is good

  • KBMax is a software solution designed to integrate CPQ (Configure, Price, Quote) processes, offering businesses the ability to streamline complex product sales. It provides tools for 3D visualization, engineering automation, and guided selling, which can enhance sales efficiency and improve customer experiences. Businesses that deal with highly customizable products can particularly benefit from its ability to manage complex configurations, reduce errors, and accelerate the quoting process.

Recommended for

  • Manufacturers with complex product lines
  • Companies needing advanced CPQ functionalities
  • Sales teams requiring automated quote generation
  • Businesses looking to enhance their product visualization capabilities

Analysis of FileInvite

Overall verdict

  • FileInvite is generally considered a good tool for businesses needing an efficient, reliable, and secure way to manage document requests and collections. Its ease of use and robust feature set make it a solid choice for organizations of varying sizes and needs.

Why this product is good

  • FileInvite is known for its user-friendly platform that simplifies the process of requesting and receiving documents securely. It helps automate document collection, reduces administrative work, and minimizes the chances of human error in the document gathering process. The platform also provides features like reminders, secure storage, and integrations with other tools, enhancing productivity and efficiency for businesses that require regular document collection from clients or partners.

Recommended for

    FileInvite is particularly recommended for professionals and businesses in sectors such as finance, legal, real estate, insurance, and any other industries where there is a frequent requirement to request, collect, and manage documents from clients or stakeholders in a secure and organized manner.

KBMax videos

+ Add

KBMax + Salesforce Demo: High Technology Products

More videos:

  • Demo - KBMax Demo: Door Configuration
  • Demo - KBMax Demo: High Tech Products

FileInvite videos

+ Add

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 KBMax and FileInvite)

KBMax

FileInvite

Document Automation
73 73%
Document Automation
27% 27
Document Management
59 59%
Document Management
41% 41
eCommerce Tools
100 100%
eCommerce Tools
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using KBMax and FileInvite. 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 KBMax and FileInvite

KBMax Reviews

We have no reviews of KBMax yet.
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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.
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

Social recommendations and mentions

Based on our record, KBMax seems to be more popular. It has been mentiond 57 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

KBMax mentions (57)

  • KBMax: Integration of Kinetic With CPQ
    KBMax visual setup software is the best answer for firms looking to streamline their sales process. Our application provides seamless integration of Kinetic with CPQ, making it easier than ever to configure, price, and quote items precisely and rapidly. Contact us today at kbmax.com to learn how we can help you take your business to the next level. Source: almost 2 years ago
  • KBMax CPQ (Configure, Price, Quote)
    KBMax CPQ Configure, Price, Quote is changing the e-commerce market. CPQ can handle complex business rules, 2D and 3D visualization, real-time pricing, CAD automation, and website embedding. With the help of CPQ, you can shorten the sales cycle and more effective production processes. To know more, visit kbmax.com. Source: almost 2 years ago
  • Configure Price Quote CPQ
    CPQ (configure, price, quote) is a tool that helps businesses streamline sales processes by configuring, pricing, and quoting complex products. It provides sales representatives with the tools to produce customized offers and proposals for the client and also automates the generation of accurate quotes. Visit kbmax.com if you want to use the CPQ system to empower the sales process. Source: almost 2 years ago
  • KBMax 3D CPQ
    A 3D CPQ solution combines product configuration, pricing, and quoting capabilities with interactive 3D visualization. With the help of 3D CPQ, you can streamline the sales process and produce precise pricing. KBMax provides you best 3D CPQ software that helps to visualize the final product and reduce the risk of quoting errors. Visit kbmax.com for additional information. Source: almost 2 years ago
  • KBMax 3D CPQ
    KBMax 3D CPQ is a next-generation solution that helps businesses streamline their sales and product configuration processes. With this tool, the customer can virtually see the product, which helps to understand any product better. If you want to know more detail about and to configure, price, quote any product in a 3D manner, visit kbmax.com. Source: about 2 years ago
View more

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

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

Vendavo - Vendavo generates actionable insights that enable businesses to sell more profitably. 

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.

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

Qwilr - Turn your quotes, proposals and presentations into interactive and mobile-friendly webpages that...

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

Configure One - Configure One CPQ covers your entire sales-to-production process. Configure products, calculate pricing, send quotes to customers, secure an order, and generate engineering documents. All with Configure One.

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