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

"...Love the customisation of how your quotes look and the possibility of adding optional extras...." Peer review by Johan Skre

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,

Comprehensive Insights on Docflite Use Cases

What Are the key features of Docflite for Proposal & Quote Management?

What makes Docflite ideal for Workflow Management?

How can Docflite enhance your Engaging And Following Up process?

7+ more Business Use Cases

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.

Case Studies

CASE STUDY Platinum FM

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.

lightning

Peers used Docflite for proposal & quote management and workflow management

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

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for Docflite

Overall Risk Meter

Low Medium High

Top Failure Risks for Docflite

Docflite Limited News

Construction software for small builders

Streamline Your Construction Software for Small Builders Introduction to quoting software for small businesses Running a small business can be overwhelming, especially when managing quotes and estimates. However, with the help of modern technology, you can streamline your operations and boost efficiency using quoting software. In this comprehensive guide, we will explore the benefits of […]

The post Construction software for small builders appeared first on DocFlite Powered by QuoteOnSite.

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