Faster Quotes, Better Conversion Rates
Responding to quote requests should be a simple process. Make it so with DocFlite.
Easy-to-use templates at your fingertips
Create templates for your quotes, proposals and client onboarding forms. Add optional items to your quotes and give your clients choice.
Track every document your way
Define individual pipelines for different document types to help you track your process just the way you’d like.
Documents that create themselves
Once a quote is accepted, a contract is created. Once a contract is signed, an onboarding form is created and sent. Workflows speed up your process.
Reduce manual effort with Automated Tasks
Send automated notifications | Automatically move your document to a selected status | Wait for managerial approval before progressing a process | Mark a job as completed | Automatically send a document to the intended recipient | Start a new workflow.
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!