Automation Software
for Accountants
Respond to RFQ’s, send letters of engagement, onboard your clients,
automate document reminders
and keep track of file expiry with software that gives you
professional templates, workflows and status tracking.
No obligation. No card details required
Automate your documents, streamline your process.
Quote Faster Than Ever
Act quickly when receiving requests for quotes. Utilize our price lists feature to import your pricing database, implement discounts, and monitor costs.
Manage Proposals & Contracts
Streamline your business
Streamline the creation of multiple documents using pre-built workflows or customize your own from scratch.
Move away from Word and Excel documents and use DocFlite to send client onboarding documents, engagement letters and more.
Workflows reduce manual document creation
Efficiency can be further increased by automating the initiation of new document processes once one is completed by creating simple tasks within your workflow.
For example, once a proposal is approved, a contract document can be automatically generated, or an onboarding form can be automatically created and sent upon contract signing.
Our flexible Costing Tools allow you to price for any scenario.
Easily price recurring and one-time services. Include product images, notes, discounts, units of measure, and additional specifications. Organize your costings into separate categories and sub-total different service groups. Automatically calculate VAT, profit and loss, and commission.
Control document quality with approval workflows
Improve your levels of confidence in the quality of documents, with approvals.
Whether you are a solopreneur looking to get some external help or if you are part of a large team, approvals streamlines the process of checking documents before they are sent to your contacts.
Maintain your brand with Templates
Take control of your document presentation with Templates. Add your branding, content, pricing, e-sign and more.
Save your re-usable content in Content Libraries for quick document creation.
No obligation. No card details required
The complete sales, onboarding and document management system
Analysis
- Use 🔥Heatmaps to see what parts of your document get the most and least engagement.
Accounting Integration
Send invoices directly or integrate into:
- Sage
- Xero
- Quickbooks
Sales to Contract
- Create a seamless Estimate-Quote-Contract-Invoice process
- Add as many/as few documents into your process.
Enquiries
- Capture enquiries using an integrated contact form
- Client details are automatically created in your account
Document Builder
Create complete documents using:
- Templates
- Content library
- Product images
- Specification sections
- eSign
Document Tracking
- Analyse how many times your email has been opened and your document clicked
- Keep track of the status of all document with custom pipelines
Onboarding
- Manage your client, employee and supplier onboarding processes
- Capture critical documents with interactive forms
- Keep track of file expiry with File Tracking
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, Xero, SalesForce and HubSpot
