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Knackly VS FileInvite

Compare Knackly VS FileInvite and see what are their differences

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Knackly logo Knackly

Generate contracts, emails, or other documents of any complexity by automating your knack for doing...

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.
  • Knackly Landing page
    Landing page //
    2023-08-23

Automate Any Document With One Simple Tool

STREAMLINE CLIENT INTAKE CONNECT TO YOUR OFFICE SOFTWARE CREATE AN AUTOMATED DOCUMENT SYSTEM SAVE 80% OF YOUR TIME BUILDING DOCUMENTS

  • 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.

Knackly

Website
knackly.io
Pricing URL
Official Knackly Pricing
$ Details
paid Free Trial $75.0 / Monthly
Platforms
Browser Web Android iOS REST API Safari Chrome OS Windows Mac OSX Cross Platform
Release Date
2019 August
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
Release Date
-
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49
Edit details

Knackly features and specs

  • User-Friendly Interface
    Knackly offers a user-friendly interface that allows users with minimal technical knowledge to navigate the platform easily and create document automation workflows without needing extensive coding experience.
  • Customizable Templates
    The platform provides highly customizable templates that can be adapted to fit a wide range of document automation needs, supporting diverse industries and use cases.
  • Integration Capabilities
    Knackly supports integration with various other software solutions and services, enhancing its functionality and allowing users to incorporate document automation seamlessly into their existing processes.
  • Efficient Workflow Automation
    By automating repetitive document creation tasks, Knackly increases efficiency, reduces errors, and saves time for businesses.
  • Collaboration Features
    Knackly supports collaboration among team members, enabling multiple users to work on document projects simultaneously, ensuring consistency and accuracy.

Possible disadvantages of Knackly

  • Learning Curve
    Despite its user-friendly design, new users may still face a learning curve when initially setting up and optimizing document automation workflows.
  • Pricing
    Knackly’s pricing model may be a concern for small businesses or individual users, as costs can add up depending on the complexity and scale of usage.
  • Feature Limitations
    Some users might find that Knackly lacks certain advanced features or customizations they desire, especially if their document automation needs are very particular or complex.
  • Dependence on Internet Connectivity
    As a cloud-based solution, Knackly requires a stable internet connection to operate efficiently, which can be a drawback in areas with poor connectivity.
  • Support and Documentation
    Some users might find that the support and documentation could be improved, with more detailed guides or quicker customer support responses to facilitate troubleshooting and learning.

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 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.

Knackly videos

+ Add

Learn how Knackly's document automation software can save you 80% of your time drafting documents

More videos:

  • Demo - Knackly Client Intakes - Start the intake for your clients and have the complete intake

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 Knackly and FileInvite)

Knackly

FileInvite

Document Automation
36 36%
Document Automation
64% 64
Document Management
22 22%
Document Management
78% 78
Legal
100 100%
Legal
0% 0
Project Management
0 0%
Project Management
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 Knackly and FileInvite

Knackly Reviews

We have no reviews of Knackly yet.
Be the first one to post

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, Knackly seems to be more popular. It has been mentiond 1 time 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.

Knackly mentions (1)

  • Integrated CRM/Client and Document Management/Billing Software
    If you just want really robust document assembly, go with Knackly . Source: about 3 years ago

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 Knackly and FileInvite, you can also consider the following products

Woodpecker - Legal document automation for solo & small firms. Simple to use, works in Word, connects to everything.

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.

HotDocs - Template-driven, automated document & form assembly software

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

XpressDox - XpressDox Desktop for Microsoft® Office Word is an affordable document assembly system.

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

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