Document Process Management for Software Resellers
Empower your software resellers with DocFlite’s seamless proposal generation, tailored templates, collaborative teamwork, integrated CRM, and insightful analytics
Speak with a product expert
Streamline your client engagement process with software that provides professional templates, workflows and status tracking
Accelerate Your Quote Generation
Speed up your response to quote requests. Leverage the price lists feature to bring in your pricing database. Apply discounts and track costs.
Effortlessly manage your documents
Streamline your business
Maximize your productivity as a software reseller by adopting DocFlite. Quickly generate multiple documents using our pre-made workflows, or create your own custom process.
Say goodbye to tedious manual processes using Word and Excel, and enjoy seamless document creation and delivery to clients, such as onboarding materials and engagement letters.
Boost your efficiency
As a software reseller, you can streamline your workflow even further by automating the initiation of new document processes.
For instance, you can set up simple tasks that trigger the automatic generation of a contract document when a proposal is approved, or the automatic creation and delivery of an onboarding form upon contract signing.
Versatile Costing Tools empower you to accurately price jobs
With our user-friendly Costing Tools, pricing recurring and one-time services has never been easier. You have the flexibility to include product images, notes, discounts, units of measure, and other essential details. Easily categorize your costings into different groups and subtotal separate service categories. And, with automatic calculations for VAT, profit and loss, and commission, you’ll have a comprehensive view of your pricing data.
Ensure document quality with the power of approval workflows
Boost your document quality confidence with the convenience of approvals.
Whether you are a solo entrepreneur seeking additional assistance or a member of a big team, approvals simplify the review process of your documents before they are sent to your clients.
Consistently branded documents
Gain a professional edge in your document presentations with the use of Templates. Personalize your documents with your own branding, pricing information, e-signatures, and more.
Streamline your document creation process by saving your reusable content in Content Libraries for easy access and quick 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
