Quote, Contract & Invoicing Software for Services
Streamline your ad-hoc quote, proposal, contract, and onboarding processes using professional templates, efficient workflows, and convenient status tracking
Speak with a product expert
Easily manage and keep track of your quotes, proposals, contracts, onboarding forms and more. With seamless integration to your preferred accounting and CRM applications, you can streamline your workflow and improve productivity.
Quickly respond to quote requests with DocFlite’s efficient tools. Utilize the price list feature to import your pricing database and apply discounts with ease. Keep track of costs and stay organized.
Hassle Free document management
Optimize your business
Boost your productivity by generating multiple documents at once using our pre-existing workflows or designing your own custom process.
Say goodbye to time-consuming manual methods using Word and Excel and embrace effortless document creation and delivery to clients, including onboarding materials and engagement letters.
Boost your efficiency
Take your workflow optimization to the next level by automating the initiation of new document processes.
Establish simple tasks that trigger the automatic generation of a contract document when a proposal is accepted, or initiate the automatic creation and delivery of an onboarding form upon contract signing.
Flexible Costing Tools empower you to precisely price jobs
Our user-friendly Costing Tools make pricing services, both recurring and one-time, a breeze. Enjoy the flexibility to add product images, notes, discounts, units of measure, and other critical information. Easily categorize your costings into various groups and subtotal different service categories. Benefit from automatic calculations for VAT, profit and loss, and commission, giving you a comprehensive understanding of your pricing data.
Guarantee the quality of your documents with the help of robust approval workflows
Improve your assurance in document quality with the added benefit of approvals.
Whether you’re a solo entrepreneur in need of extra support or part of a larger team, approvals streamline the document review process before they are delivered to your clients.
Consistently branded documents
The complete sales, onboarding and document management system
Send invoices directly or integrate into:
Sales to Contract
Create complete documents using:
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!