Plans & Pricing

Select the plan that best aligns with your organization's needs.

 
Get up to 2 months free by paying annually  |  All prices are in USD
 

Free

$0$0/ month
3 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Free plan users save 2 hours per Invite
3 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Free plan users save 2 hours per Invite

Check-yellow  Up to 20 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone per Invite
Check-yellow  1 user included
Check-yellow  6 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.

Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
included

Get started with FileInvite.


   All Core Features
red-x-icon   Advanced Features
red-x-icon   Enterprise Features


  • SOC 2 Type II Security
  • E-Signatures & Fillable Forms
  • Cloud Storage Integrations

Pro

$59$49/ month
20 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Pro plan users save 2 hours per Invite
20 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM

On average, Pro plan users save 2 hours per Invite

Check-yellow Up to 20 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone per Invite
Check-yellow  1 user included
Check-yellow  40 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.

Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
included

For ongoing document collection.


   All Core Features
red-x-icon   Advanced Features
red-x-icon   Enterprise Features


  • Everything in Free, plus:
  • Zapier Integration
  • Onedrive for Business

FileInvite for Enterprise

Leverage our API to integrate FileInvite's document collection power into your existing processes. Features include everything in our Business plan, plus:

  • Custom Enterprise Integrations
  • VIP Customer Support
  • Tailored Training & Onboarding

Compare all plans and features

  • Free

  • Pro

InvitesAn Invite is a package of requests sent via the FileInvite PortalTM

Save an average of 2 hours per Invite
per month
3
20
Purchase Additional Invites? No
No
Maximum RequestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone

An Invite is a package of requests sent via the FileInvite PortalTM
per Invite
20
20
Users 1 user
1 user
Purchase Additional Users? No
No
Max. File Transfer SizeThis is the size limit of individual files that Invite recipients can upload to the FileInvite PortalTM 1.5 GB
1.5 GB
Monthly included SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.

Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
6
40
Purchase Additional SMS Credits? No
No

Core Features

 

  • Free

  • Pro

FileInvite Portal™ 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Smart Notifications 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Invite Templates 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Request Templates 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Automatic PDF Conversion 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Fillable Forms 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
E-Signatures 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Custom Branded Portal
 
1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick

Advanced Features

 

  • Free

  • Pro

Team Collaboration
Send as Another User
Transfer Invite Ownership
Scheduled & Recurring Invites
Send Bulk Invites
Custom URLs
White Label
Multi-Branding

Security and Account Administration

 

  • Free

  • Pro

SOC 2 Type 2 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
HIPAA Compliant
1528267466-16593026-36x36-green-tick
1528267466-16593026-36x36-green-tick
Create Additional Users
Share Invite Templates, Contacts & Data
Advanced Roles & Permissions
SMTP Email Routing
Special Payment Terms

 

Integrations

 

  • Free

  • Pro

Cloud Storage Integrations 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Google Drive Integration 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Dropbox Integration 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Box Integration 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Onedrive Integration 1528267466-16593026-36x36-green-tick 1528267466-16593026-36x36-green-tick
Zapier Integration 1528267466-16593026-36x36-green-tick
Onedrive for Business Integration 1528267466-16593026-36x36-green-tick
Bankstatements 
Integration*
1528267466-16593026-36x36-green-tick
Fortiro Protect Integration**
Advanced Integration Capabilities 
FileInvite API
Private API
Custom Integrations

Service and Support

 

  • Free

  • Pro

Priority Self-Service
Standard
Custom Training & Onboarding
Executive Business Reviews
Account Billing
Custom Reviews & Referral

Frequently Asked Questions

If you can't find the answer you're looking for here, please reach out to a member of our support team or contact sales. We're here to help.

How secure is FileInvite?

FileInvite is SOC 2 Type 2, HIPAA and FERPA compliant. All sessions are run through a secure SSL/HTTPS connection. Every file is automatically encrypted when stored in the cloud as well as during upload. FileInvite is exponentially more secure than sending via normal unencrypted email.

What is an Invite?

When you want to collect information from someone, you create an 'Invite'. Within that 'Invite' you can request as many different files, documents or digital signatures as you need - those are called requests.

This is a single 'Invite' with 5 requests attached that has been sent to a client with a specified due date. 

Whats the difference between an Invite and a Request - FileInvite

What is a Request?

When you want to collect information from someone, you create an 'Invite'. Within that 'Invite' you can request as many different files, documents or digital signatures as you need - those are called requests.

This is a single 'Invite' with 5 requests attached that has been sent to a client with a specified due date. 

Whats the difference between an Invite and a Request - FileInvite

What is a Contact?

Contacts are individuals (your clients or customers) who you want to request information from.

When you create a new Invite, you will specify which contact(s) you want to send your Invite to.

 

What are Invite templates?

Templates are groupings of information requests that you can save to reuse at a later date. Using templates allows you to save even more time, as you can save document lists, messages and forms or contracts for repeat use. And, depending on your plan, you can even share them with your team. Learn more about templates here.

What are smart notifications?

Smart notifications are the customized reminders that your clients receive about upcoming or past due dates. You can send smart notifications via email and/or SMS notifications. Learn more about smart notifications here.

Can FileInvite sync with my cloud storage or CRM?

Most likely. We offer native integrations with Google Drive, Dropbox, Box, Onedrive, and many more. We also integrate with Zapier, which allows you to link FileInvite to over 750 different cloud systems.

What is included in your free plan?

You have access to all FileInvite core features as part of your free plan, as well as Cloud Storage Integrations. No credit card is required when signing up for your free plan either.

What if I need more users or SMS credits?

You're growing, that's great! It's easy to add additional users or SMS credits to your account if you're concerned that you may need more. Please contact sales or your dedicated account manager to discuss.

How do I sign up to a paid plan?

Log in to FileInvite and click on 'Settings' on the left-hand side menu. This will open a drop-down, then select 'Plans & Billing', choose your preferred plan, enter your payment details and start your subscription. 

Please contact sales if you have any custom requirements. 

You can reach out to our support team using the chatbot below, or contact sales if you have any questions.

Can I change my plan later?

Yes, you can upgrade or downgrade your subscription plan from within your account at any time.

Can I get additional invites on a free plan?

No, you cannot. These are only available on our paid plans. Want to see more benefit? https://www.fileinvite.com/pricing

How can I access the CashDeck integration?

The CashDeck integration is available to users in Australia & New Zealand via our Mortgage Add-On, which is an additional fee per-user. As part of this bundle, you will also have access to the Illion BankStatements and CreditSense integrations. Contact our sales team for more details.

How can I access the CreditSense integration?

The CreditSense integration is available to users in Australia & New Zealand via our Mortgage Add-On, which is an additional fee per user. As part of this bundle, you will also have access to the CashDeck and Illion Bank Statements integrations. Contact our sales team for more details.

When will my invites renew?

Your invites will renew on the first day of each month. For example, if you sign up for FileInvite on the 8th of a month then the invites will renew on the 1st of every month thereafter.

*How can I access the Bank Statements integration?

The Illion BankStatements integration is available to users in Australia & New Zealand via our Mortgage Add-On, which is an additional fee per user. As part of this bundle, you will also have access to the CashDeck and CreditSense integrations. Contact our sales team for more details.

**How can I access the Fortiro integration?

Fortiro is available only to our Business and Enterprise users in Australia. Contact our sales team to learn more.

Delight your clients with the FileInvite experience