Speed Up Your Quoting Process
With The DocFlite HubSpot Integration
Manage your Quotes, Proposals, Contracts, Feedback Forms, Client Onboarding,
Supplier Onboarding, Employee Onboarding and more by utilising data from your HubSpot account.
No obligation. No card details required
Track your Quotes, Proposals, Contracts,
Onboarding forms and much more.
Link documents to multiple pipelines in HubSpot
Give your team visibility of documents for your Deals and Contacts
directly from HubSpot.
Leverage Your Contacts
Need to send a quote to a contact?
Search your HubSpot Contact data for speedy document creation and eradicate duplication of data.
Update and Create Deals
Our flexible integration means that deals are automatically created and updated when the document you send is accepted or completed.
Map each document type to a deal pipeline and match your DocFlite statuses to deal stages.
Attach a document to an existing deal and the HubSpot deal stage will be updated automatically when your document status changes.
CRM Cards
Access information about related documents in Deals and Contact screens.
Create Documents From Templates
Take control of your document processes with Templates. Add your branding, content, pricing, e-sign and more.
Save your re-usable content in Content Libraries for quick document creation.
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
