Document Management Software for Accountants

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Online Quoting and Software
Platinum Technical


A workflow management tool for accountants that allows for the creation, sending and tracking of quotes, proposals, contracts, onboarding forms, and more

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.

Bidding Software for Commercial Cleaning and

Streamline Your Processes

Streamline repetitive tasks with our workflow management. You can automatically create a new document type by specifying a series of tasks. When you send an estimate, a quote document could be created automatically when your client approves it.

Bid With Confidence

Clearly show your pricing for recurring and one-off services with ease.
Show your customers more detail 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.

Quality checked documents

Using approvals, you can improve your level of confidence in the quality of documents that are created and sent.

Whether you are a “solopreneur” looking to get some external help or if you are part of a large team, approvals streamline the process of managing documents electronically before they are sent to your contacts.

Be Continuously Consistent

Take control of your quote presentation with Templates. Add your branding, content, pricing, e-sign and more.

Save your re-usable content in Content Libraries for quick document creation.

£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!