Software That Automates
Your Quote Process

Demonstrate your value to clients, eradicate confusion, and increase your win-rate with DocFlite.

No obligation. No card details required

Platinum Technical

Track your Quotes, Proposals, Contracts,
Onboarding forms and much more.
Link documents to your favourite Accounting and CRM apps.

Start by Improving your quote process...

Import your pricing database, apply discounts, track costs with our price lists feature.

Lookup prices from connected accounting systems; Sage Business Cloud, QuickBooks and Xero for easy costings.

Add product images, notes and specifications for the perfect presentation.

...then tackle other use-cases

Add more document processes as you go.
Pick a ready-made process out-of-the-box or create your from scratch and migrate from Word and Excel documents.

Send contract agreements, client onboarding documents, feedback forms and more, all from DocFlite.

Workflows reduce manual document creation

Automatically begin a new document process when another has completed by creating a simple task in your workflow.

For example, you can send an estimate and automatically create a quote document when your client approves it.

Or, you can create a contract document automatically when your proposal has been accepted.

Price for any scenario with our flexible Costing Tools

Price for recurring and on-off services with ease. 

Add product images, product notes, discounts, units of measure and extra specifications. 

Breakdown you costings into separate headings and sub-total different service groups.

Auto-calculate your VAT, profit and loss, commission.


Control quality with approvals

Improve your levels of confidence in the quality of documents, with approvals.

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.

Maintain your brand with Templates

Take control of your document presentation with Templates. Add your branding, content, pricing, e-sign and more.

Save your re-usable content in Content Libraries for quick document creation.

 

 

No obligation. No card details required

The complete sales, onboarding and document management system

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!