Customer stories

Product Business Settings

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

Docflite Product 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.

How satisfied the customers are with Docflite use-cases

Reviews

"...Instant notifications to when quotes and invoices have been read...." Peer review by Amy Thompson, Design

Docflite Customer Insights, Testimonials and Case Studies

Smart Garden Offices - Construction

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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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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Reality Solutions - Information Technology And Services

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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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.

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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.

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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.

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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 Profile

Company Name

Docflite Limited

Company Website

https://docflite.com/

Year Founded

2016

HQ Location

Swansea, United Kingdom

Employees

1-10

Social

Financials

SEED