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OnPlan VS FileInvite

Compare OnPlan VS FileInvite and see what are their differences

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OnPlan logo OnPlan

OnPlan scenario planning and what-if analysis capabilities enable CFOs to make data-driven decisions to screen for emerging opportunities and threats.

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.
Visit Website
  • OnPlan Landing page
    Landing page //
    2022-05-19
  • 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.

OnPlan videos

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FileInvite videos

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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 OnPlan and FileInvite)

OnPlan

FileInvite

Data Dashboard
100 100%
Data Dashboard
0% 0
Documents
0 0%
Documents
100% 100
Business & Commerce
100 100%
Business & Commerce
0% 0
Project Management
0 0%
Project Management
100% 100

User comments

Share your experience with using OnPlan 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 OnPlan and FileInvite

OnPlan 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.
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

What are some alternatives?

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

Acterys - Acterys is a convenient, all-in-one cloud software that simplifies data discovery and analysis.

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

Centage Budget Maestro - Centage Budget Maestro offers a scalable budgeting and planning software solution for small to medium-sized organizations.

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

XLerant - XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces.

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

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