Software Alternatives, Accelerators & Startups

ProcessMaker VS FileInvite

Compare ProcessMaker VS FileInvite and see what are their differences

Note: These products don't have any matching categories. If you think this is a mistake, please edit the details of one of the products and suggest appropriate categories.

ProcessMaker logo ProcessMaker

ProcessMaker is an easy to use BPM and workflow software solution. It is used to design, automate, and deploy business processes of any kind.

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.
  • ProcessMaker Landing page
    Landing page //
    2023-07-18
  • 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.

FileInvite

$ 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

ProcessMaker features and specs

  • User-Friendly Interface
    ProcessMaker offers a simple and intuitive interface that makes it accessible even for users with limited technical expertise. It supports drag-and-drop functionality for workflow design, easing the process design phase.
  • Extensive Integration Capabilities
    ProcessMaker supports integration with a wide array of third-party applications and services, including ERP systems, CRM systems, and web services. This allows for seamless data flow between different systems.
  • Open-Source Availability
    ProcessMaker offers an open-source edition which can be a cost-effective solution for organizations. It allows for greater customization and transparency, giving developers the freedom to modify the source code according to specific needs.
  • Cloud and On-Premises Options
    ProcessMaker provides both cloud-based and on-premises deployment options. This flexibility enables organizations to choose a deployment model that fits their infrastructure and security requirements.
  • Robust Reporting and Analytics
    The platform offers extensive reporting and analytics capabilities. Users can generate various reports to track the performance of workflows and gain insights into operational bottlenecks, improving overall efficiency.

Possible disadvantages of ProcessMaker

  • Cost of Premium Features
    While the open-source version is free, many advanced features and capabilities are only available in the paid enterprise version. Organizations may incur significant costs if they require these premium features.
  • Learning Curve
    Although the interface is user-friendly, there is still a learning curve associated with mastering the tool, particularly for non-technical users. Comprehensive training or consultation may be required.
  • Scalability Issues
    Some users have reported performance issues and scalability limitations when handling very large or complex workflows. This can be a concern for large enterprises with extensive process automation needs.
  • Limited Customization in UI
    Although ProcessMaker is highly customizable in terms of workflow logic, the customization options for the user interface are somewhat limited compared to other BPM tools. This can be limiting for organizations wanting a highly tailored user experience.
  • Dependency on Third-Party Plugins
    The tool often relies on third-party plugins to extend its functionality. While this makes it versatile, it also introduces potential dependency issues and can complicate the upgrade and maintenance processes.

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.

ProcessMaker videos

ProcessMaker - 3 Minute Tour

More videos:

  • Review - Think Beyond Your Workflow with JotForm + ProcessMaker

FileInvite videos

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 ProcessMaker and FileInvite)
BPM
100 100%
0% 0
Document Management
0 0%
100% 100
Project Management
83 83%
17% 17
Document Automation
0 0%
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 ProcessMaker and FileInvite

ProcessMaker Reviews

7 Best Business Process Management Tools (2023)
ProcessMaker is a flexible and intuitive software suite that allows you to create, manage, and deploy complex workflows using visual design, and an integrated UI for management, simulation, and testing.
Top 7 Workflow Software (2020 Reviews)
ProcessMaker is an open-source workflow automation software that’s best suited for large companies. Its low-code business process management platform lets users design and automate workflows quickly.
Source: clickup.com
10 Best Open Source BPM Tools
ProcessMaker is a software that allows you to model your business processes. You access a graphical interface on which you can drag the different constituent elements of your workflows.
20 Free Open Source BPM Software for Businesses in 2021
ProcessMaker Workflow BPM is one of the top open-source BPM software solutions that helps in creating a navigable framework of business processes. It is cloud-based and can be accessed from all popular devices and browsers. The best think is that it can be used by businesses of all the sizes and requirements
Top 15 Workflow Management Software Solutions
ProcessMaker is an easy to use and cost effective open source business process management (BPM) and workflow software tool. It is lightweight, very efficient, and has a low overhead. Numerous business analysts and subject matter experts use ProcessMaker as their workflow software solution because it enables them to communicate with their technical teams effectively and...

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.
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.
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.

What are some alternatives?

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

Kissflow - Kissflow is a workflow tool & business process workflow management software to automate your workflow process. Rated #1 cloud workflow software in Google Apps Marketplace.

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.

ProntoForms - ProntoForms is a mobile business solutions application, converting paper forms onto any tablet or mobile device.

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

Nintex - Cloud-based digital workflow management automation platform

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.