Speed up your trade quotes, proposals and contracts
with software that gives you professional templates, workflows and status tracking.
Speak with a product expert
Track your Commercial Cleaning Quotes, Proposals, Contracts,
Onboarding forms and much more.
Link documents to your favourite Accounting and CRM apps.
Quote Faster Than Ever
Respond to quote requests with speed.
Import your pricing database, apply discounts, track costs with our price lists feature.
Manage Proposals & Contracts
Streamline your business
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.
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.
The complete sales, onboarding and document management system
Send invoices directly or integrate into:
Sales to Contract
Create complete documents using:
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!