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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Great and easy to use tool. It’s easy to invite others and the only thing needed to access an “event“ (thing for which costs are shared) is a link. No registration required.
The only thing I miss is proper multi-currency support. The paid “Super Kitty” includes multi-currency support of some sort, but it does the conversion for each transaction at an automatically looked up rate. This is not sensible if you pay in cash (then the rate is whatever you’ve got when exchanging the money). Even if you pay by card the rate may vary (eg. additionial fees, …). I ended up converting the amounts manually with the average exchange rate we’ve got.
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