FileInvite vs ContractSafe

Side-by-side comparison of features, reviews, pricing and more

FileInvite

Category: Documentation Tool
Industries: Marketing, Business, Education

Pricing

Lite

$29/ month

10 Invites / month

Pro

$49/ month

25 Invites / month

Multi

$99/ month

75 Invites / month

ContractSafe

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Basic

$299.00

Per Month

Standard

$499.00

Per Month

20M+ Downloads
5/5

#1 in Magazines & Newspapers

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FileInvite reviews

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.

- Pawan M. Executive Consultant

I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.

- Valentina H. Administrator

Very easy to work with, excellent customer service and always available when needed.

- Renee G. Finance Broker

ContractSafe reviews

It was very easy to set up and roll out to all our different departments. It is a very cost effective and organized way to have a single location to keep all important contracts safe and accessible.

- Maureen B. Paralegal

Product was easy to use and understand. Customizations came naturally as you work through the process of uploading and completing contract records in the system.

- Francis N. Vice President of Information Technology

I like the simplicity of ContractSafe. It's easy to administer and simple enough for end-users to adopt with minimal training. The licensing model also works for us; it's great that I can add as many users as I like.

- Lee J. Strategy and Operations Director

Pros & cons

FileInvite

Pros
The way we are able to communicate through the software is also awesome
I do recommend this file to all business owners, you will always need this type of software
I found using this platform to be secure and allows us peace of mind during document transfers
The templates are great and a file invite takes me no longer then 5 minutes to do
I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for
What good is having a system if your customers and staff don't use it
File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion."

Cons
Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be
Set it and forget it -- and still get what you need
The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly
Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it."

ContractSafe

Pros
I really like how easy it is to search documents, and the linking and reminder features are very helpful in keeping things organized
We have only been using the software for about a week, but the launch has been seemless
The training was great, and the contractsafe team has been extremely helpful
We are using this new tool to save our contracts
It is helpful in classifying the documents, define expiration dates and making sure everything is well aligned
ContractSafe was the sweet spot
We are very happy with our decision."

Cons
No more negative option contracts rolling over because someone forgot to calendar a date
We are able to quickly pull contracts with specific clauses, those expiring, those that are missing signatures, etc
While a laudable goal, right now the feature is still weak
Once in a while the interface can get a bit clunky or lag
Most of these issues (e.g., ContractSafe popups) are minor, however."

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4.6/5

20M+ downloads

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