Docflite Overview
This is a summary of the comprehensive capabilities and benefits of Docflite based on over 333 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Docflite, 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.
Do you need to check if Docflite is right for your needs? Our Cuspera AI engine can evaluate how Docflite fits your specific business needs, industry, and context. Get your personalized assessment report today.
Docflite supports business activities such as:
- Proposal & Quote Management
- Workflow Management
- Engaging And Following Up
- Customer Feedback Management
- Collaboration
Docflite can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Improve Internal Communications, and Improve ROI. It can help manage these activities if you use Website for these needs. As a solution, Docflite's capabilities include Dashboard, Templates, Personalization, etc.
Docflite was founded in 2016. Design Vertical is its biggest customer base.
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
Cuspera Reviews
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.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Docflite.
Use Cases
Peers recommend Proposal & Quote Management , Workflow Management , Engaging And Following Up , as the business use cases that they have been most satisfied while using Docflite.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Proposal & Quote Management with Website |
4.78/5 ★ |
"...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 |
| Workflow Management |
4.16/5 ★ |
"...The dashboards, workflows and automations that matter For teams For management For clients By using QuoteOnSite, we identified and fixed choke points within our quoting process...." QuoteOnSite Quote and Proposal Management Software |
| Engaging And Following Up |
3.29/5 ★ |
"...very good for traceability and follow ups...." Peer review by Keith Davenport, Construction |
| PEER EXPERIENCES | |
|---|---|
| Proposal & Quote Management with Website |
4.78/5 ★ |
"...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 |
|
| Workflow Management |
4.16/5 ★ |
"...The dashboards, workflows and automations that matter For teams For management For clients By using QuoteOnSite, we identified and fixed choke points within our quoting process...." QuoteOnSite Quote and Proposal Management Software |
|
| Engaging And Following Up |
3.29/5 ★ |
"...very good for traceability and follow ups...." Peer review by Keith Davenport, Construction |
|
7+ more Business Use Cases
Our AI advisor, Wyz, harnessed 333 insights from peers and experts to help you assess how these Docflite use cases fit your Proposal Management needs.
Popular Business Setting
for Docflite
Top Industries
- Design
- Construction
- Accounting
Popular in
- Small Business
- Mid Market
Peers used Docflite to Enhance customer relationships and Acquire customers
Peer and Expert Opinion on Features
for Docflite
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (10) |
| Templates | Read Reviews (10) |
| Personalization | Read Reviews (7) |
| Alerts: popups & Notifications | Read Reviews (5) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Dashboard | Read Reviews (10) |
| Templates | Read Reviews (10) |
| Personalization | Read Reviews (7) |
| Alerts: popups & Notifications | Read Reviews (5) |
IT and Other Capabilities
for Docflite
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (16) |
| Data Export | Read Reviews (26) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (16) |
| Data Export | Read Reviews (26) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (31) |
| Phone Support | Read Reviews (3) |
| Email Support | Read Reviews (2) |
| Chat Support | Read Reviews (2) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (31) |
| Phone Support | Read Reviews (3) |
| Email Support | Read Reviews (2) |
| Chat Support | Read Reviews (2) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (36) |
| Analytics | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (36) |
| Analytics | Read Reviews (1) |
Software Failure Risk Guidance
?for Docflite
Overall Risk Meter
Top Failure Risks for Docflite
Vendor Profile Details
HQ Location
Swansea, United Kingdom
Employees
1-10
Social
Financials
SEED
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