Proposal Software for Facilities Management Services
Demonstrate your value to clients, eradicate confusion, and increase your win-rate with DocFlite
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Streamline your ad-hoc quote, proposal, contract, and onboarding processes with professional software that includes workflow management and status tracking capabilities
Speed up your Proposal process by importing your pricing database for easy costing.
Save time by reusing products from accounting packages like Sage Business Cloud, QuickBooks and Xero.
Streamline Your Processes
Streamline repetitive tasks with workflows.You can automatically create a new document type by specifying a series of tasks. When you send an estimate, a proposal document could be created automatically when your client approves it.
Proposals 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 streamlines the process of checking documents before they are sent to your contacts.
Be Continuously Consistent
Take control of your proposal presentation with Templates. Add your branding, content, pricing, e-sign and more.
Save your re-usable content in Content Libraries for quick document creation.
Unlimited Interactive Documents
(Starting from) £399 Setup & Onboarding
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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!