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Pipefile VS FileInvite

Compare Pipefile VS FileInvite and see what are their differences

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Pipefile logo Pipefile

Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving

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.
  • Pipefile Landing page
    Landing page //
    2020-07-03

Pipefile helps automate the secure collection of client documents. Create a checklist of required documents, schedule automated reminders, and be notified as new documents are uploaded. Accept or reject documents and download organized client packets.

  • 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.

Pipefile

Website
pipefile.com
Pricing URL
Official Pipefile Pricing
$ Details
freemium
Platforms
-
Release Date
2019 February
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

Pipefile features and specs

  • Ease of Use
    Pipefile's user interface is clean and intuitive, making it accessible for users of varying technical expertise.
  • Security
    The platform offers robust security features to protect user data, including encryption and secure file transfer protocols.
  • Integration Capabilities
    Pipefile can easily integrate with other applications and services, streamlining workflows and simplifying data management.
  • Automated Workflows
    Users can automate routine tasks and processes, improving efficiency and consistency in data handling.
  • Scalability
    Pipefile is designed to grow with your business, providing scalable solutions as your data management needs increase.

Possible disadvantages of Pipefile

  • Cost
    For small businesses or individual users, the pricing could be a barrier, especially if they don't utilize all features.
  • Complex Setup
    Initial setup and customization for larger organizations might require significant time and effort.
  • Limited Offline Access
    Without internet access, users may face difficulties in accessing and managing files, impacting those in low-connectivity areas.
  • Learning Curve
    Despite its user-friendly interface, some advanced features may require training or support to use effectively.
  • Feature Overload
    Some users might find the extensive range of features overwhelming and struggle to identify which tools are necessary for their needs.

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.

Pipefile videos

+ Add

Pipefile x Lawyer on the Beach Webinar

More videos:

  • Review - Pipefile | Get Client Documents Faster!
  • Demo - Pipefile Demo

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 Pipefile and FileInvite)

Pipefile

FileInvite

File Sharing
100 100%
File Sharing
0% 0
Document Management
0 0%
Document Management
100% 100
Productivity
100 100%
Productivity
0% 0
Document Automation
30 30%
Document Automation
70% 70

User comments

Share your experience with using Pipefile 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 Pipefile and FileInvite

Pipefile Reviews

We have no reviews of Pipefile 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, Pipefile 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.

Pipefile mentions (1)

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 Pipefile and FileInvite, you can also consider the following products

EZ File Drop - The easiest way to receive files. From anyone. With EZ File Drop, anyone can send you files without the need to download an app, create an account, or stress about file permissions.

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.

File Request Pro - Collect and receive file from anyone in a quick, simple and secure way. File request links and secure, branded upload pages that go straight to Google Drive, OneDrive, Dropbox or your Email.

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

dbinbox - dbinbox makes it easy to send files

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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