Software That Automates
Your Proposal Process
Your Proposal Process
Demonstrate your value to clients, eradicate confusion, and increase your win-rate with DocFlite
No obligation. No card details required
Track your Proposals, Quotes, Contracts,
Onboarding forms and much more
Respond Faster
Speed up your response to RFPs by importing your pricing database for easy costing.
Save time by reusing products from accounting packages like Sage Business Cloud, QuickBooks and Xero.
Sell Smarter
Streamline repetitive tasks with workflows.You can automatically create a new document type by specifying a series of tasks to do the heavy-lifting for you. When you send a proposal, a contract could be created automatically when your client approves it.
Create 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.
Improve your Control
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.
Consistent Presentation
Be consistent with the presentation of your Proposals using Templates. Add your branding, content, pricing, e-sign and more.
Save your re-usable content in Content Libraries for quick document creation.
Seamless integration with your favourite tools
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.
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
