Quoting Software for Distributors

Elimiinate confusion, showcase value, and maximize client satisfaction and win-rate with DocFlite.

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Quoting Software for distributors and manufacturers to streamline your business processes by automating the creation and distribution of sales and marketing documents

Quote Faster

Improve your quotation process with easy cost calculations by importing your pricing database into DocFlite.

Boost efficiency by utilizing integrations with popular accounting software such as Sage Business Cloud, QuickBooks, and Xero to reuse products

Streamline Your Processes

Improve your processes with DocFlite’s workflow feature. Automate quote and invoice creation by setting up a series of tasks. For instance, when a client approves an estimate, DocFlite can automatically generate a corresponding quote document, saving time and resources.

Quote With Confidence

Clearly display pricing for both recurring and one-time services.

Enhance customer understanding of your products and services with product images, notes, discounts, units of measure, and detailed specifications.

Organize costings by service categories and calculate VAT, profit, loss, and commission automatically, streamlining billing and improving 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/minimum 4 users

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