Quoting Software for Distributors
Demonstrate your value to clients, eradicate confusion, and increase your win-rate with DocFlite
No obligation. No card details required
Quoting Software for distributors and manufacturers to streamline your business processes by automating the creation and distribution of sales and marketing documents
Quote Faster
Speed up your quoting by importing your pricing database for easy costing.
Save time by reusing products from accounting packages like Sage Business Cloud, QuickBooks and Xero.
Streamline Your Processes
Save time and resources by automating repetitive tasks such as creating quotes and invoices.
With DocFlite’s workflow feature, distributors can easily create new document types by specifying a series of tasks. For example, when a client approves an estimate, DocFlite can automatically generate a quote document. This allows for streamlined processes and more efficient document management.
Quote With Confidence
Clearly present your pricing for recurring and one-off services with ease.
Provide customers with detailed information about the products and services being offered with product images, product notes, discounts, units of measure and extra specifications.
Breakdown costings into separate headings and sub-total each different service groups.
Auto-calculate your VAT, profit and loss, and commission all helping to streamline the billing process and improve financial reporting
Quality checked documents
DocFlite’s approvals feature can help distributors ensure the quality of documents before they are sent to customers.
With approvals, documents can be reviewed and approved by multiple team members, improving confidence in the accuracy and completeness of the information being shared. Streamlining the document review process and helps to ensure that all documents are accurate and error-free before they are sent to contacts.
Be Continuously Consistent
Create professional and high-quality quotes that accurately reflect your brand and services.
Take control of your quote presentation by using customisable Templates. These templates can include branding, content, pricing, e-signatures, and more. Additionally, DocFlite’s
DocFlite’s Content Library feature allows you to save re-usable content for quick document creation, so you don’t have to start from scratch every time.
£40
Per user/month
Unlimited Interactive Documents
Unlimited Templates
Document Management
Heatmaps
Workflow Automations
E-sign
(Starting from) £399 Setup & Onboarding
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
