Pricing

Pricing

All prices are subject to VAT

Business

£30

Per user/month

3 user minimum

100 Documents Per Month

5 Templates

Heatmaps

£199 Setup & Onboarding

Try Now

Scale

£40

Per user/month

5 user minimum

Unlimited Documents Per Month

Unlimited Templates

Heatmaps

Email Promotions


DocFlite Document Management

(Starting from) £399 Setup & Onboarding

Try Now

What else is included?

  • e-Signatures
  • Forms
  • Tables
  • P&L
  • Reporting
  • Multi-currency
  • Discounts
  • Contracts
  • Invoicing
  • Bespoke Templates
  • Approval Mode
  • Online Payment Processing
  • Integrations
  • Email Support
  • Video Call Support
  • In-App Chat Support
  • Weekly Training Sessions
Book your demo

What does a ‘Setup’ involve?

We believe that adopting a new software solution shouldn’t distract from the regular running of your business, so our setup service offers:

Templates & Workflows

We’ll ask you for your documents including quotes, proposals and other document types. 

For Scale customers, we’ll help you create your documents and define your required document workflows (up to 2 workflows) .

Price List Entry

Send us your prices list and we’ll create a database of prices you and your team can quickly access.

Customer Import

If you have a list of contacts you want to send promotional offers, quotes and proposals to, send it to us (in an excel file, preferably!) and we’ll get it formatted and imported for you.

Company Details

We’ll ensure that your company information is present and correct and that your brand is represented with your logo and brand colours.

More than 10 admin users?
Contact us.

You can add operative licenses to the Scale plan for £10/user/month.

Operators can create, send and track documents but can’t perform setup/admin tasks.

Try now

Trusted by enterprise

Enterprising businesses are already benefitting from fast, accurate and consistent document management with QuoteOnSite.

Capital Cleaning Services
Silhouet-Tone Corporation
Capital Pling
4 Corners
Platinum Technical

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 and Xero
  • Integrate your whole quote process to your business website
Book your demo

A complete sales and onboarding process

Analysis

  • Use 🔥Heatmaps to see what parts of your document get the most and least engagement.

Billing

Send invoices directly from or integrate into:

  • Sage
  • Xero
  • Quickbooks

Contracts

  • Create a letter of engagement from the accepted quote

Enquiries

  • Capture enquiries using an integrated contact form
  • Client details are automatically created in your account

Quote

Create a winning quote using:

  • Templates
  • Content library
  • Product images
  • Specification sections
  • eSign

Tracking

Create a winning quote using:

  • Analyse how many times your email has been opened and your document clicked

Onboarding

  • Capture critical documents within your LoE
  • Clients can attach relevant files before signing and accepting your terms

We work with customers worldwide

Sony