Construction
Quote Software
Speed up your trade quotes, proposals and contracts
with software that gives you professional templates, workflows and status tracking.
No obligation. No card details required
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.
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
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
