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Quote Roller VS FileInvite

Compare Quote Roller VS FileInvite and see what are their differences

DocRaptor
As the only API powered by the Prince HTML-to-PDF engine, DocRaptor provides the best support for complex PDFs with powerful support for headers, page breaks, page numbers, flexbox, watermarks, accessible PDFs, and much more featured
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Quote Roller logo Quote Roller

Our business proposal software helps you create professional proposals that save you time and money, while increasing your win rate!

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
  • Quote Roller Landing page
    Landing page //
    2021-10-11
  • 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.

Quote Roller videos

+ Add

Quote Roller - Sales Proposals Made Easy

More videos:

  • Review - Managing clients in Quote Roller

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 Quote Roller and FileInvite)

Quote Roller

FileInvite

Document Automation
100 100%
Document Automation
0% 0
Documents
0 0%
Documents
100% 100
Configure Price Quote (CPQ) Software
100 100%
Configure Price Quote (CPQ) Software
0% 0
Document Management
18 18%
Document Management
82% 82

User comments

Share your experience with using Quote Roller 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 Quote Roller and FileInvite

Quote Roller 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 Quote Roller 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.

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

Bidsketch - Create professional looking client proposals in half the time. Win more projects with online proposal software, Bidsketch.

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

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

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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