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 most useful feature is being able to stay connected with your quote after it has been sent -..." Peer review by Hesaan Sheridan

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 makes Docflite ideal for Proposal & Quote Management?

Why is Docflite the best choice for Workflow Management?

How does Docflite facilitate Engaging And Following Up?

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

Information Technology and Services

CASE STUDY Reality Solutions

DocFlite helped Reality Solutions improve their quoting process. Their old proposal system was slow, costly, and hard to support. DocFlite made quoting faster and easier. Multiple users can send quot...es and use approval stages. Job sheets are created automatically when quotes are accepted. Templates include all pricing, making the process flexible for one-off and recurring costs. Reality Solutions now has better visibility and metrics for sales operations.

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CASE STUDY MSS Group

QuoteOnSite helped MSS Group improve sales and workflow transparency. Before, managers used Word and Excel for quotes, causing delays and confusion. With QuoteOnSite, MSS Group gained a clear view of... all work in progress. The 'Works Completed' feature lets them control draft invoices and track jobs. Clients can request and accept quotes online. The system saves time and supports remote work. MSS Group is now expanding QuoteOnSite to more sites.

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Construction

CASE STUDY Smart Garden Offices

DocFlite helped Smart Garden Offices improve their sales quoting process. Before, quotes made with QuickBooks were slow and did not look professional. The team wanted a better way to show their brand.... With DocFlite, they now create quotes faster and present them in a way that matches their quality. The new system is easy to use and support is quick. The sales process is now simpler and more professional.

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CASE STUDY Recycle Scotland

DocFlite helped Recycle Scotland move away from complex excel-based quoting and lead-tracking. The company needed a more efficient and scalable solution. DocFlite provided easy integration, automatio...n, and strong support. Recycle Scotland now saves time, tracks jobs in real-time, and keeps better records. The platform improved efficiency, reduced costs, and enhanced customer service.

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CASE STUDY Global Facilities

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.

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Construction

CASE STUDY Lucas Lofts & Development

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.

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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.

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Docflite Limited Profile

Company Name

Docflite Limited

Company Website

https://docflite.com/

Year Founded

2016

HQ Location

Swansea, United Kingdom

Employees

1-10

Social

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Financials

SEED