Success Stories

Allen Accountancy

Allen Accountancy

The Issue

When potential new clients were interested in our services, they would contact the office and we would not be able to give a quote there and then. The reason for this is that only one person, the business owner, had the authority to price for new work. This was creating a bottleneck in our process and ultimately, was affecting our revenue stream.

With no central place to store or easily access our previous quotes, there was also an issue in the consistency of our pricing.

The Search

Our Business and Marketing Manager set about finding a solution.

We piloted DocFlite with one user and one process to enable us to see if it worked as we hoped.

The Support

The support from Elaine and TJ has been great. From the initial demo with TJ to the technical support with Elaine, it’s helped us a business massively. Any alterations we’ve wanted to make to our quotations or any questions we’ve had have been dealt with promptly and the communication has been first class.

The Upshot

DocFlite has undoubtedly streamlined our business processes. When a quote is required, there are now several people within the business who can create them and with the workflow we have designed, our CEO approves them at the click of a button.

It has also been very helpful for us to keep track of the status of quotes – everything is clearly displayed in our pipeline screen.

We found such an improvement to our quote process, we now also use it for Client Onboarding. This document is where we gather essential and often lawfully required information that we need to take on these new clients, such as ID, NI numbers and UTR’s.

We have designed our workflow so on quote acceptance, our client onboarding document is automatically sent to these new customers. As a business we are striving to be more streamlined and DocFlite has kickstarted that with their amazing software and customer service.

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