Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

Droplet simplifies the journey of digital transformation by providing powerful forms, optimized workflows, and insightful data analytics. The integration of digital forms with intelligent automation enhances connectivity among teams and departments in unprecedented ways. Traditional shared task lists and back-and-forth emails are effectively replaced by seamless automation. Ensured data accuracy means that vital information is consistently clean and automatically routed to essential systems, eliminating the need for manual data entry and reducing user errors. Droplet consolidates all the tools necessary to oversee the data and requests that drive your organization, catering to departments such as human resources, finance, and information technology. By addressing operational inefficiencies, you can shift your focus back to high-impact strategic initiatives. The comprehensive integration of work processes allows you to concentrate on your core competencies while benefiting from a centralized hub for requesting, tracking, and analyzing data, which minimizes context switching and enhances teamwork. Additionally, maintaining clear communication among team members becomes effortless, reducing the reliance on numerous calls and emails, ultimately fostering a more collaborative work environment. This innovative approach empowers you to streamline operations and achieve greater efficiency across the board.

Description

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
Box No 
Dropbox No 
Google Yes 
Google Drive No 
HubSpot CRM No 
Microsoft Azure Yes 
Microsoft OneDrive No 
Okta Yes 
OneLogin Yes 
Salesforce No 
Zapier No 

Integrations

Axis LMS Yes 
Box Yes 
Dropbox Yes 
Google No 
Google Drive Yes 
HubSpot CRM Yes 
Microsoft Azure No 
Microsoft OneDrive Yes 
Okta No 
OneLogin No 
Salesforce Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$829/mo
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Droplet

Country

United States

Website

droplet.io

Vendor Details

Company Name

FileInvite

Founded

2014

Country

New Zealand, United States

Website

www.fileinvite.com

Product Features

Digital Signature

Audit Trail Yes 
Authentication No 
Auto Reminders Yes 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search Yes 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control Yes 

K-12

Attendance Tracking No 
Classroom Management No 
Communication Management No 
Curriculum Management No 
Enrollment Management No 
Financial Management No 
Parent Portal No 
Progress Reports No 
Skill Testing No 
Student Information / Records No 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions Yes 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms Yes 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization Yes 
Signup Forms No 
Surveys No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration No 

Product Features

Admissions and Enrollment

Application Management Yes 
Assessment Management Yes 
Candidate Management Yes 
Colleges / Universities Yes 
Evaluation Management Yes 
Fee Management Yes 
Financial Aid Management No 
Forms Management Yes 
K-12 No 
Recruiting Management No 
Scoring No 
Self Service Portal Yes 

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures No 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management Yes 
Risk Management No 
Trend Analysis No 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Collaboration

Access Control / Permissions Yes 
Autosave Yes 
Chat / Messaging Yes 
Cloud Storage Yes 
Comments / Annotations No 
Edit / Change Tracking Yes 
Electronic Signature Yes 
Multiple File Formats Yes 
Pre-made Templates Yes 
Search Yes 
User Tagging No 
Version Control Yes 
Workflow / Approval Process Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail Yes 
Chat / Messaging Yes 
Collaboration Yes 
Document Management Yes 
Drag & Drop Yes 
Electronic Signature Yes 
Encryption Yes 
File Synchronization Yes 
Search Yes 
User Management Yes 
Version Control Yes 
Workflow Management Yes 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search No 
Version Control Yes 

Loan Origination

Amortization Schedule No 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing Yes 
Online Application Yes 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management Yes 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking Yes 
Collections Management Yes 
Compliance Management Yes 
Construction Loans Yes 
Customer Database Yes 
Fee Management No 
Investor Management No 
Loan Processing Yes 
Student Loans Yes 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents Yes 
Commercial Mortgages Yes 
Contact Management Yes 
Credit Reporting No 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management Yes 
Residential Mortgages Yes 

Onboarding

Course Management No 
Document Management Yes 
E-Verify / I-9 Forms No 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook No 
Employee Portal Yes 
File Management Yes 
Job Description Management No 
Orientation Management No 
Self Service Portal Yes 
Task Management No 
Tax Forms Yes 
Training Management Yes 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus
Cerberus FTP Server Reviews

Cerberus FTP Server

Redwood Software
Sipexa Flow Reviews

Sipexa Flow

Sipexa
SynaMan Reviews

SynaMan

Synametrics Technologies