Every business environment involves requesting and tracking client documents on a regular basis. There is a growing trend of depending on document collection software like Fileinvite for this purpose. In most cases, they may not always meet all their specific requirements.
If you’re looking for an alternative to FileInvite, here are some easy-to-use alternatives to collecting and organizing your files dynamically and efficiently:
- DocuTick
DocuTick is a document collection tool which comes with simple and easy-to-use interface, both for you and your clients. It allows you to collect a list of documents from your clients as and when required. There is also additional provision to create and send document collection request to your clients. Browse through their website, https://www.docutick.com/ for more of their advanced features.
- PandaDoc
Using PandaDoc, you can create, send, and track documents to get signed and approved. Some of the added features like document templates, e-signatures, and document analytics will make the process much easier.
- Citrix ShareFile
A completely secure file sharing and document collaboration platform, ShareFile offers you a convenient space to create customized client portals. You may make best use of this feature for collecting files from your clients, and collaborating with them securely and effectively.
- Formstack
Through this versatile online form builder, you can build your own data collection forms and collect data securely. Conditional logic, data encryption and integration with popular applications are some of the distinct features of this tool.
- JotForm
JotForm is a popular, user-friendly form builder that enables you to create online forms to collect data and files from clients. You can find a wide variety of form templates to choose from. Integration is also made more convenient and file uploads can be made more securely through this platform.
- Airtable
When it comes to organize data in a structured manner, Airtable can be of great help. It comes with a flexible collaboration platform which combines the features of a spreadsheet and a database. This allows you to create customized forms for collecting information and files from your clients.
- Google Forms
As a free tool, Google Forms can be used to create online forms and surveys for your business needs. It may not have other advanced document collection features. Hence, you may use this tool for your basic need of client information collection.
- Filestage
Filestage is a versatile content review and approval platform that can also be used for collecting content from clients. This platform provides you with the capability of creating tasks, setting deadlines, and collaborating with clients.
- Trello
Trello is basically a project management tool. Still it can be used for the document collection purpose as it comes with content collection features. You can create boards, add lists and cards, and collaborate with clients to collect content in a structured manner.
- Basecamp
This is also a project management and collaboration tool which can be best used for client document collection. To-do lists, file sharing, discussions and many are the advanced features which it provides for efficient document collection and management.
- Asana
Customization is the added specialty of this comprehensive project management platform. With this you can create tasks, assign deadlines, and collaborate with clients to gather and manage website content effectively.
The list may still go on. But the selection of appropriate document management tool totally depends on your specific requirement, such as information collection, database management, file sharing, discussions and so on. However, it is important to consider a few factors such as ease of use, security, features, pricing, and integrations prior to deciding on a specific document collection platform as an alternative to Fileinvite.
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Data Collection Data Collection Software Document Collection Software DocuTick Easy Data Collection Easy Document Collection File Collection |
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