Automation Software for
Facilities Management Services
Improve the efficiency of your ad-hoc quotes, proposals, contracts and onboarding processes with software that gives you professional templates, workflows and status tracking.
Speak with a product expert
Streamline your processes and reduce the time spent
creating tracking and correcting your service documents.
Built for your sales, accounts, engineering, finance and ops teams.
Manage Ad-hoc Quotes
Easily respond to unexpected quote requests with speed by using our software. Import your pricing database, apply discounts, and monitor costs and margins using our price lists feature.
Manage Proposals & Contracts
Streamline your document processes
Streamline multiple document processes using our pre-built workflows, or create your own customized ones. Transition away from using Word and Excel documents and begin sending onboarding documents, feedback forms, and more, all through DocFlite.
Workflows reduce manual document creation
Create a task in your workflow to automatically initiate a new document process once one is finished. For instance, generate a contract document automatically after a proposal is accepted by a client. Another example, automatically create and distribute an onboarding form to your client once the contract is signed.
Price for any scenario with our flexible Costing Tools
Easily set prices for both recurring and one-time services. Include options for product images, notes, discounts, units of measure, and additional specifications. Organize cost breakdowns into separate categories and sub-total different service groups. Automatically calculate VAT, profit and loss, and commission.
Control document quality with approval workflows
Enhance your assurance in the quality of documents through approvals.
This feature is beneficial for both solo entrepreneurs seeking external assistance and large teams alike.
Approvals streamline the process of reviewing documents before they are distributed to contacts.
Control your output with Templates
Control the look of your documents with Templates. Customize it with your branding, information, pricing, e-signature, and more. Utilize Content Libraries to save re-usable content for fast document creation.
Improve compliance with File Expiry Tracking
Request, store and track supplier documents digitally.
Manage your supplier insurances, certificates and financial disclosure documents and enable automated reminders
to be sent when critical files are expired/ due to expire within 30 days.
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
