Docflite: Use-Cases, Insights and Reviews | 2025 Cuspera

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Online quoting Software

Docflite Overview

DocFlite revolutionizes document automation for SMEs, focusing on reducing manual tasks in paperwork-heavy processes. Key features include automation for quotes, proposals, contracts, and employee onboarding, which significantly cut down time and errors. The platform also simplifies stock request management and enhances client engagement through a dedicated client portal. With bulk document sending capabilities, businesses can efficiently manage communications with clients and employees. A unique aspect is the self-service document feature, empowering users to access and manage documents independently. By automating these processes, DocFlite addresses common industry challenges of time management and error reduction, making it a valuable tool for businesses aiming to streamline their document workflow.

Use Cases

Customers recommend Proposal & Quote Management, Workflow Management, Engaging And Following Up, as the business use cases that they have been most satisfied with while using Docflite.

Other use cases:

Customer Feedback Management
Collaboration
Billing And Invoice Management
Order Management
Identify Target Customers
Generation Of New Leads
Creating Knowledge Base

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Docflite.

Other priorities:

Improve Internal Communications
Improve ROI

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Docflite Use-Cases and Business Priorities: Customer Satisfaction Data

Docflite works with different mediums / channels such as Website.

Docflite's features include Dashboard, Templates, Personalization, etc. and Docflite support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Docflite analytics capabilities include Custom Reports, and Analytics.

Reviews

"...The tagging functionality is a personal favourite of mine, I can tag customers as a target/to follow up/to build a quote/on hold etc...." Peer review by Joseph Lucas

Docflite, Responsive (formerly RFPIO), Better Proposals, Nusii, Quotient, etc., all belong to a category of solutions that help Proposal Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Docflite offers online quoting software for growing businesses to create, send, and track quotes. Clients can e-sign, accept, and query quotes online.

Popular Business Setting

for Docflite

Top Industries

Design
Construction
Accounting

Popular in

Small Business
Mid Market

Docflite is popular in Design, Construction, and Accounting and is widely used by Small Business, and Mid Market,

Docflite Customer wins, Customer success stories, Case studies

How can Docflite enhance your Proposal & Quote Management process?

Docflite is a software tool that enables businesses to create and send quotes and invoices. It allows users to manage quotes and proposals from a central location. Docflite also offers tools for communication with customers. Docflite's limitations include the inability to easily organize images and the lack of a drag-and-drop feature.

"...The client feedback has been great with regards to how their quote is displayed...." Peer review by Amit Ghelani

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How does Docflite address your Workflow Management Challenges?

What solutions does Docflite provide for Engaging And Following Up?

11 buyers and buying teams have used Cuspera to assess how well Docflite solved their Proposal Management needs. Cuspera uses 333 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Proposal Management needs.

Platinum FM - Facilities Management

QuoteOnSite helped Platinum FM move from manual quoting with Word and Excel to a centralised, cloud-based system. The old process was slow and hard to track, causing bottlenecks and cash flow issues.... With QuoteOnSite, teams now update and track quotes easily. Management has better control and visibility over all projects. The new system improved efficiency and removed bottlenecks, helping Platinum FM grow and support clients better.

Allen Accountancy - Accounting

DocFlite helped Allen Accountancy fix a slow quoting process. Before, only the owner could give quotes, causing delays and lost revenue. With DocFlite, more staff can create quotes and the CEO approv...es them quickly. The team tracks quote status easily in the pipeline. They now use DocFlite for client onboarding, sending forms automatically after quote acceptance. The software made their business more efficient and improved customer service.

Blitz Group Ltd - Commercial Cleaning

DocFlite helped Blitz Group Ltd move from paper-based quotes to a digital system. Blitz Group struggled with slow, manual quoting and lost time chasing leads. DocFlite made quoting faster and improve...d how they present to clients. The team at DocFlite gave strong support with calls, texts, and emails. Blitz Group now saves time, tracks documents better, and has improved processes across the business.

Capital Cleaning Services - Commercial Cleaning

QuoteOnSite helped Capital Cleaning Services fix their quoting process. Before, they used Word and Excel, which caused bottlenecks and wasted time. With QuoteOnSite, they cut quoting time in half. Th...e team now spends more time with clients and training staff. The software also boosted conversion rates and increased revenue. Capital Cleaning Services plans to use more features for marketing and offers.

Global Facilities - Facilities Management

DocFlite helped Global Facilities create complex quotes with flexible pricing. Their old CRM system could not handle their needs. DocFlite allowed them to add multiple pricing tables and custom text ...fields. Quotes now sync easily with HubSpot, improving business processes. The customer service team was very responsive and helpful. Global Facilities can now send professional quotes quickly and efficiently.

Lucas Lofts & Development - Construction

QuoteOnSite helped Lucas Lofts & Development improve their quotation process. Before, they spent too much time typing quotes and tracking them in Excel. With QuoteOnSite, they built templates for 14 ...types of loft conversions. The software keeps all client details and messages in one place. It tracks their success rate and lets them invoice from the same platform. The contact widget lets clients fill out details before surveys, saving time. The team is now more efficient and can focus on important work.

Peers used Docflite for proposal & quote management and workflow management

Docflite Competitors

More Docflite Alternatives...

Docflite Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	3.42/5 ★ Read Reviews (1)
Custom Reports	4.69/5 ★ Read Reviews (36)
Analytics	3.42/5 ★ Read Reviews (1)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	3.42/5 ★ Read Reviews (1)
Custom Reports	4.69/5 ★ Read Reviews (36)
Analytics	3.42/5 ★ Read Reviews (1)

Software Failure Risk Guidance

for Docflite

Overall Risk Meter

Low Medium High

Top Failure Risks for Docflite

Docflite Limited Profile

Company Name

Docflite Limited

Company Website

https://docflite.com/

Year Founded

2016

HQ Location

Swansea, United Kingdom

Employees

1-10

Social

Financials

SEED