Collecting documents and other critical information from customers is typically a nightmare. The constant back-and-forth of following up via email is about as tedious as it gets.
Then, of course, documents will be lost in the never-ending email trail and some will never even arrive because of attachment size restrictions.
Wasting time trying to find, share and secure important documents as they fly around between you, your staff and clients is the last thing you need.
File Request Pro is a document collection software that lets your customers upload files in a simple, secure and organised way.
Keep files out of your inbox and automatically organised
All the uploaded files go straight to your client’s folder in your cloud storage. Save hours organising and searching for files.
Stop tracking down email attachments and keep your email inboxes clean. Personal documents in your inbox are a huge liability too.
White-label document collection tool
Presents a professional image to your clients and prospects. You can personalise the look and feel of your client portal and the communications sent to your clients. Add your logo, customise colour themes and choose your preferred language.
Easily invite your customers and prospects to upload documents without requiring them to download a program or register for yet another service.
Works seamlessly with the tools you already use
File Request Pro is the perfect companion to the tools you use daily, and it helps you streamline your processes. You can connect File Request Pro to Google Drive, SharePoint, OneDrive or Dropbox.
You can also use our API to connect to Zapier and trigger multiple actions each time you collect a file.
Document collection for professional users
A document collection system to gathering files, documents and information from your customers, vendors, and partners.
- ✅ 100% White-label. When you share your file request page, your customers see your logo and branding.
- ✅ Collect additional information while requesting files. With unlimited form fields you can build: client intake forms, contract review processes, and anything involving collecting documents and information.
- ✅ Embed your document upload page into your website or use File Request Pro’s built-in upload pages.
The Compliance Shop
We’ve been very happy with the service, and so have our clients. They love the ability to just drag and drop , and to upload multiple files at one time, we’ve gotten nothing but positive feedback. We definitely have had a great experience so far.
File Request Pro allows us to send our clients a link to upload their documents and creates a folder with their name in our Google Drive. Very simple, clean, and efficient. Works better than when I was using Citrix ShareFile instead of Drive at a fraction of the cost.
Give your customers the ultimate experience. File Request Pro has been created for the sole purpose of helping professional businesses collect documents from their customers.
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14 Days Trial - No Credit Card Required