Construction Case Studies and Success Stories with Docflite
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.
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.
Accounting Case Studies and Success Stories with Docflite
CASE STUDY Allen Accountancy
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.
Information Technology and Services Case Studies and Success Stories with Docflite
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.
Other Industry Case Studies and Success Stories with Docflite
CASE STUDY Capital Cleaning Services
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.
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.
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.
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.
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.
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.
