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DocFlite Reviews
Docflite is a great addition to our business. The DocFlite team have been extremely supportive, ensuring that the set up and implementation has been as smooth as possible. The system itself is user friendly and the customisation is great. Excited to see how we can elevate our profile with this software.
Tatiana Hibberd
Tatiana HibberdClean Deep Services Ltd

Are you ready to transform
your business with
document automation?

Automate Employee Onboarding

Automate your employee onboarding process and spend significantly less time creating, sending and tracking onboarding documents.

✔️ Application Forms
✔️ Employment Contracts
✔️ Policies
✔️ Forms

Explore Employee Onboarding

Speed Up The Sales Process

Create professional looking quotes, proposals and contracts and streamline your sales process.

✔️ Pricing Calculations
✔️ Optional Items
✔️ Images and Galleries
✔️ E-Sign

Explore Sales

Simplify Stock Request Management

Make requesting products as simple as possible for your team. Make ordering and delivering products as simple as possible for your admin staff.

✔️ Simple product app for operatives with images and sliders
✔️ Simple dashboard for admins to deal with product requests
✔️ Dashboard to see what products are being used by whom and where

Explore Stock Requests

Empower Clients and Employees With Self-Service Self-Service Documents

Turn manual document processes into self-service processes. Automate:

✔️ Job Application Form Requests
✔️ Enquiries
✔️ Holiday Request Forms and more...

Explore Smart Forms

Improve Client Engagement With a Client Portal

Your clients can organise and keep track of all quotes, proposals, contracts you send them. No more searching through email inboxes.

✔️ Quicker responses
✔️ Competitive advantage for larger contracts
✔️ Great for repeat clients

Bulk Send Documents to Clients and Employees

Send your offers, promotions, letters, contracts and more to multiple recipients in one go.

  • Employee Onboarding ⭐️
  • Sales Process
  • Stock Request Management
  • Smart Forms
  • Client Portal
  • Bulk Send

Automate your employee onboarding process and spend significantly less time creating, sending and tracking onboarding documents.

✔️ Application Forms
✔️ Employment Contracts
✔️ Policies
✔️ Forms

Explore Employee Onboarding

Seamless integration with your favourite tools

Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.

Request a demo

We do the heavy lifting

You don’t have time to spend implementing and learning a new system. So, don’t…
Once you make a commitment to get onboard, here’s what happens next:

Send us your sales and onboarding document templates in your preferred format (word, pdf, excel)
We’ll perform a full account setup including template creation, user setup and document branding.
We’ll invite you to an on-boarding call where we show your new account. If you want changes made, we’ll make them!

Book your 30 minute demo today

Banish excel, word/pdf, email and verbal quotes with software that’s so easy and yet so powerful, you’ll wonder how you and your team ever coped without it!

  • Reduce the time it takes to get quotes created and sent to your client
  • Improve the level of professionalism of your quotes
  • Save time on follow-ups by automatically chasing non-respondents
  • Automatically create invoices for accepted quotes
  • OR integrate with Sage, Quickbooks and Xero
  • Integrate your whole quote process to your business website
Book your demo

We work with customers worldwide

Sony

Our customer feedback is invaluable to us

With DocFlite, we can pursue our ambition of rapid growth by simplifying our interactions and provide added value to new and existing clients.
Rachael FlanaganDIRECTOR, MRS. BUCKÉT
Rachael Flanagan
Everyone has found the system easy to use and we will now roll DocFlite out to the last 20% of the organisation. Teams feel supported as a lot of the manual updating, tracking and chasing is taken care of...
Glen CardinalMANAGING DIRECTOR, PLATINUM FACILITIES
Glen Cardinal
Professional documentation with bespoke branded theme, and a simple user dashboard
Andrew HillCEO, New Path Fire Safety
Andrew Hill
At a minimum I would say DocFlite has halved the time I spend on quoting. More importantly, these efficiencies have allowed me to concentrate on other parts of the business as we train up more personnel to carry out site surveys and quotations.
Moreland McDiarmidMANAGING DIRECTOR, CAPITAL CLEANING SERVICES
Moreland McDiarmid
From the initial introduction phone call the customer service, help and advice has been amazing. Docflite is perfect for my small business and at a great monthly price too.
Emma DentPerfectly Pristine Cleaning
Emma Dent
I'm only using a fraction of what the software has to offer but just this fraction has made life so much easier. I look forward to exploring more bits soon.
Sam WhittakerDust Til' Dawn
Sam Whittaker
Docflite is a great addition to our business. The DocFlite team have been extremely supportive, ensuring that the set up and implementation has been as smooth as possible. The system itself is user friendly and the customisation is great. Excited to see how we can elevate our profile with this software.
Tatiana HibberdClean Deep
Tatiana Hibberd