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
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!