Proposal Software for Facilities Management Services

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Online Quoting and Software
Platinum Technical


Streamline your ad-hoc quote, proposal, contract, and onboarding processes with professional software that includes workflow management and status tracking capabilities

Faster Proposals

Simplify your facilities management proposal creation process with seamless pricing database integration.

Boost efficiency by importing cost information from leading accounting software such as Sage Business Cloud, QuickBooks, and Xero

Bidding Software for Commercial Cleaning and

Streamline Your Processes

Improve operational efficiency by automating repetitive tasks with workflows.

Easily generate a new document type by defining a set of tasks, and automatically produce a proposal document upon client approval of an estimate,

Proposals With Confidence

Enhance transparency and simplify pricing with clear and detailed presentations of recurring and one-time services.

Impress clients by showcasing product images, notes, discounts, units of measure, and specifications. Organize cost breakdowns by service group and subtotal each section. Save time with automatic VAT, profit and loss, and commission calculations

Quality checked documents

Elevate document quality and increase confidence with the approval process.

Ideal for both solo entrepreneurs and large teams, approvals streamlines document review and ensures accuracy before sending to clients.

Be Continuously Consistent

Enhance your proposal presentation and streamline document creation with customizable templates.

Showcase your brand and include pricing, e-signatures, and relevant content. Boost efficiency by storing re-usable information in centralized content libraries

 

Book a demo

£40

Per user/month/minimum 4 users

Unlimited Interactive Documents 

Unlimited Templates

Document Management

Heatmaps

Workflow Automations

E-sign

Book a demo

(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!

  • 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