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Oracle CPQ Cloud VS FileInvite

Compare Oracle CPQ Cloud VS FileInvite and see what are their differences

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Oracle CPQ Cloud logo Oracle CPQ Cloud

CPQ software & Quote-to-Cash app

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.
  • Oracle CPQ Cloud Landing page
    Landing page //
    2023-09-15
  • 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.

Oracle CPQ Cloud

Website
oracle.com
Pricing URL
-
$ 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

Oracle CPQ Cloud features and specs

  • Integration
    Seamlessly integrates with other Oracle cloud applications, enhancing overall system efficiency and reducing the need for third-party integrations.
  • Customization
    Highly customizable to meet specific business needs, with flexible configuration options and advanced rule management capabilities.
  • Scalability
    Scalable solution that can grow with your business, capable of handling increasing numbers of users and transactions without sacrificing performance.
  • User Experience
    Intuitive and user-friendly interface that simplifies the process of creating quotes and proposals, making it easier for sales teams to adopt and use the platform.
  • Advanced Pricing
    Supports complex pricing models and discount structures, improving pricing accuracy and enabling more strategic pricing tactics.
  • Global Support
    Backed by Oracle's extensive global support network, ensuring you have access to assistance whenever it's needed.

Possible disadvantages of Oracle CPQ Cloud

  • Cost
    Can be expensive for small to medium-sized businesses, especially when considering the additional costs of implementation and training.
  • Complexity
    The extensive feature set can be overwhelming, requiring a steep learning curve and potentially necessitating specialized training for effective use.
  • Implementation Time
    Implementation can be time-consuming and resource-intensive, often requiring a significant upfront investment of time from your IT and sales teams.
  • Customization Challenges
    While highly customizable, complex customizations can require significant development effort and expertise, potentially delaying deployment and increasing costs.
  • Performance
    Performance issues may occur in large implementations with high data volumes, potentially impacting user experience.
  • Limited Third-Party Integration
    Although strong within the Oracle ecosystem, integration with non-Oracle systems can be less straightforward, potentially requiring additional middleware.

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.

Oracle CPQ Cloud videos

+ Add

Oracle CPQ Cloud

More videos:

  • Review - Oracle Sales Cloud to Oracle CPQ Cloud to Oracle E-Business Suite Integration

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 Oracle CPQ Cloud and FileInvite)

Oracle CPQ Cloud

FileInvite

Document Automation
73 73%
Document Automation
27% 27
Document Management
53 53%
Document Management
47% 47
Electronic Signature
100 100%
Electronic Signature
0% 0
Documents
0 0%
Documents
100% 100

User comments

Share your experience with using Oracle CPQ Cloud 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 Oracle CPQ Cloud and FileInvite

Oracle CPQ Cloud Reviews

We have no reviews of Oracle CPQ Cloud 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

What are some alternatives?

When comparing Oracle CPQ Cloud and FileInvite, you can also consider the following products

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.

QuoteWerks - Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process.

Conga CPQ - Conga CPQ is a cloud-based multi-channel sales management platform that is designed to help companies of all sizes turn their focus toward selling.

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

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

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