Commercial Cleaning 

Quote Software

Speed up contract and ad-hoc quotes with professional templates, workflows and status tracking.

No obligation. No card details required

Platinum Technical
Capital Cleaning Services

Track your Quotes, Proposals, Contracts,
Onboarding forms and much more.
Link documents to your favourite Accounting and CRM apps.

Manage Ad-hoc Quotes

Respond to ad-hoc quote requests with speed.

Import your pricing database, apply discounts, track costs with our price lists feature.

Manage Contract Proposals

Close contract deals even quicker with e-Sign documents created directly from accepted proposals

Streamline your document processes

Automate multiple documents with out-of-the-box workflows or create your own from scratch.

Migrate from Word and Excel documents and start sending client onboarding documents, feedback forms and more, all from DocFlite.

Workflows reduce manual document creation

Automatically begin a new document process when another has completed by creating a simple task in your workflow.

For example, you can send a proposal and automatically creates a contract document when your client approves it.

Or, you can automatically create and send an onboarding form when the contract is signed.

Price for any scenario with our flexible Costing Tools

Price for recurring and one-off services with ease. 

Add product images, product notes, discounts, units of measure and extra specifications. 

Breakdown your costings into separate headings and sub-total different service groups.

Auto-calculate your VAT, profit and loss, 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

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!