Create, Send and Track your
Employee, Supplier and Client Contracts
all in one place
Smart Contract Management
Reduce errors and improve the accuracy of your contracts using workflows to streamline repetitive tasks. This can be a powerful way to improve efficiency and productivity in your business.
By setting up a series of tasks that are triggered by certain actions or events, you can automate many of the tedious and time-consuming tasks that are essential to your business operations. You can use workflows to automatically create new contract documents, send emails, update databases, and much more.
Contracts With Confidence
Having clear and detailed pricing for both recurring and one-off services is essential for building trust and credibility with your customers.
By clearly showing your pricing and providing additional details such as product images, notes, discounts, and specifications, you can help your customers to better understand the value of your services and make more informed decisions.
In addition to providing detailed pricing information, you can also use tools to break down your costings into separate headings and sub-total different service groups. This can help to provide a clearer picture of the various components of your pricing, making it easier for customers to understand and compare different options.
Furthermore, you can save time and reduce the risk of errors in your pricing calculations by having your tax, profit and loss and commission automatically calculated.
Contract Approvals
Using approvals can be a powerful way to improve the quality of contracts that are created and sent in your business.
By establishing a clear process for reviewing and approving contracts, you can ensure that all materials are accurate, consistent, and of high quality before they are shared with your contacts. Whether you are working on your own or as part of a larger team, approvals can streamline the process of checking contracts before they are sent to your contacts.
Contract Consistency
Using templates to take control of your document presentation can be a powerful way to improve the professionalism and effectiveness of your contracts.
By adding your branding, content, price lists, and other relevant information to contract templates, you can create contracts that are consistent, well-organised, and easy to understand.
This builds trust and credibility with your contacts, as they will know that you are presenting accurate and reliable information.
In addition to using templates, you can also save your reusable content in Content Libraries. This feature means you can easily access and reuse your most frequently used content whenever you need it.
Seamless integration with your favourite tools
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.
Get Started Today with DocFlite
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
