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.
Manage Quotes
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
Enhance the professionalism of your document presentations with the utilization of Templates.
Customize your documents with your personal branding, pricing details, electronic signatures, and more. Streamline your document creation process by storing your reusable content in Content Libraries for convenient access and efficient document creation.
The complete sales, onboarding and document management system
Analysis
- Use 🔥Heatmaps to see what parts of your document get the most and least engagement.
Accounting Integration
Send invoices directly or integrate into:
- Sage
- Xero
- Quickbooks
Sales to Contract
- Create a seamless Estimate-Quote-Contract-Invoice process
- Add as many/as few documents into your process.
Enquiries
- Capture enquiries using an integrated contact form
- Client details are automatically created in your account
Document Builder
Create complete documents using:
- Templates
- Content library
- Product images
- Specification sections
- eSign
Document Tracking
- Analyse how many times your email has been opened and your document clicked
- Keep track of the status of all document with custom pipelines
Onboarding
- Manage your client, employee and supplier onboarding processes
- Capture critical documents with interactive forms
- Keep track of file expiry with File Tracking
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!
- 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
