Fluix Software Review

Readdle Inc.
Product:
Vendor:
Founded:
Headquarters:
Fluix
Readdle Inc.
2014
San Francisco, CA
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
500+ businesses
Cloud
Yes
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Fluix At A Glance

Good: Customizable workflow processes, ability to gather e-signatures securely, affordable pricing plans with no onboarding fees.
Bad: Native mobile app isn't available on Android devices.
Bottom Line: Document management solution for empowering a mobile workforce to collaborate more efficiently.

Product Overview

Fluix is an enterprise document management solution that helps a mobile workforce efficiently collaborate and share documents. Users can set up digital form templates (such as contracts or work orders) that can easily be sent and filled out, and they can also collect signatures.

One main benefit of Fluix is that workflows become more efficient and automated. Workflows for a specific document can be customized by specifying the collaboration and approval process – for example, assigning users or groups the ability to provide feedback on the document. As workflows are automatic, there’s less to worry about regarding bottleneck processes or things falling through the cracks.

Other benefits of Fluix include:

  • No reliance on paper documents, which saves money and space
  • More accurate information (no relying on illegible handwriting)
  • Improved compliance for internal policies, as well as regulatory and legal guidelines (such as HIPAA)
  • Ability to set access permissions to documents and forms by user

Documents can be stored either within Fluix’s storage account or through cloud-storage providers such as Dropbox, Box, Google Drive and others.

Aside from mobile devices, Fluix is accessible on desktops or laptops from a web browser.

Features

Here are some of the key features of Fluix:

Paper documents can be uploaded and converted to electronic formats and templates. Each form field, such as date and text fields, drop-down menus or signatures, is customizable. Users can control access to the documents they share by either making the documents editable or read-only.

Another important feature is the ability to collaborate on PDF files. Users can edit PDF files with a variety of tools, as they could in an Adobe program. For example, users can hand write notes, change text, or highlight and underline words. They can also add and track comments within the document.

In addition, Fluix includes e-signature functionality. Customers or clients can sign their names with their finger or a stylus. The document can be sealed with a digital certificate to prevent any unauthorized changes. The signature can be protected from fraud with a biometric encryption key.

Additional features include the ability to scan barcodes and QR codes and geo-tagging that tracks the exact physical location of photos.

The Field Data Insights feature allows businesses to not only collect field data in the form of PDF documents (as Fluix did before), but also get the needed information extracted from the filled-out PDFs into a spreadsheet. They can then later build reports from their data in the spreadsheet and add them into their own external reporting systems.

Target Market

Fluix targets small businesses and large companies with mobile or remote employees, such as safety inspectors, field service workers or a sales team that courts prospects out in the field. Fluix also provides use cases for sales and service roles, board meetings, and safety and construction industries.

We’ve listed 10 of its clients below:

  • Alaska Airlines
  • BMW Financial Services
  • Comfort Systems USA
  • Hoar Construction
  • Leach Wallace
  • Ludwig Freytag
  • Miller & Chevalier
  • Reborn Cabinets
  • Roche
  • Siemens Wind Power

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Implementation/Integration

Fluix offers a 14-day free trial. Once the trial ends, clients can elect to continue using the Core plan for a price.

Fluix also includes an onboarding process that’s free of charge. The steps and timelines vary based on each client’s requirements.

Customer Service & Support

All users have access to a full knowledge base and email support. Clients can also be assigned a dedicated Customer Success Manager, and they can optionally purchase an Enterprise grade add-on plan that includes a custom service-level agreement.

Pricing

The Fluix Core plan is $30 per user, per month, and requires a minimum of 10 users. It includes many features, such as annotations, workflows, digital signature, document activity tracking and access to a dedicated Customer Success Manager.

Fluix offers a range of add-on features, such as conditional logic ($5 per user, per month), power analytics, ($10 per user, per month), document prefill ($10 per user, per month) and a comprehensive quarterly review of the Fluix account ($50 per user, per month).

Shortcomings

Fluix’s native mobile app is only available on iOS (iPhone/iPad) devices. Android users must access Fluix from a web-based browser.

Screenshots

Readdle Inc. Screenshot 1
Readdle Inc. Screenshot 2
Readdle Inc. Screenshot 3

About

Even though Fluix debuted in 2014, its vendor, Readdle, created the first productivity app where users could download and read documents on their iPhones in 2007. In addition to Fluix, Readdle’s other apps include Spark Mail, PDF Expert, Printer Pro, Scanner Pro, PDF Office and PDF Converter.

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