FileInvite vs Icertis Suite
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Sir Richard BransonMost popular feedback for FileInvite
For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work
Bernard G.
About FileInvite
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.
Most popular feedback for Icertis Suite
The implementation and go live were highly supported and done on time and on budget. We have gained a highly controlled contract process and financial model approval flow as well as a central repository for all of our documents. The ability to administer most changes we need in the system ourselves with little or no support is a bonus.
David M.
About Icertis Suite
The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs. Today, the worlds most iconic brands and disruptive innovators trust Icertis to fully realize the intent of their combined 7.5 million+ contracts worth more than $1 trillion, in 40+ languages and 90+ countries.
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
Icertis Suite reviews
Our company implemented the Icertis platform in 2016. It has completely transformed our CLM process. We thought we were buying a software package, but instead got a CLM platform that completely transformed our approach to contracts. We have reduced turnaround time and have greater visibility of our contracts and commitments. We are coming to the end of our three year contract and have already committed to signing a new three year contract. Icertis has been a great partner and we are excited to continue our relationship well into the future!
- Scott M. Vice President, Contracts
From sourcing to contracting we have gained speed, and it has made us safer. We have our risks transparent, we have our process transparent, and our buyers like the software. It's easy to use. The software guides the buyer through the process so the user always knows what to do next.
- Ulrich Ochmann Product Owner contracting, NPS, Daimler
One uniform database for all of our buy side agreements across the globe. We have consolidated many systems to one.
- Deb V. Law Process and Records Manager
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." |
Icertis Suite
| Pros |
|---|
| Icertis has been a great partner and we are excited to continue our relationship well into the future |
| There is a lot of follow up upon roll-out with the customer to ensure the product is working as expected |
| You can easily create a contract management process |
| Also approval process is so easy for approver and contract creator |
| Manage legal contracts including sales agreements, NDAs, etc |
| Including the signing process and document management." |
| Cons |
|---|
| Currently, there are no integrations with Oracle |
| However, this is on their roadmap |
| I received no training on how to maximize this system and had to figure it out by myself |
| There is very little that I dislike at the moment |
| Since it has only been a short time of use, I haven't found anything that really bothers me yet |
| But instead, we are asked to come in after implementation to support/clean up the mess." |
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