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DocFlite (Powered by QuoteOnSite) provides a central hub for SME’s that need to take control of document processes. Manage a multitude of document types including Quotes, Proposals, Contracts and Feedback Forms. Workflows seamlessly connect different processes together improving overall efficiency. Integrate with HubSpot, SalesForce, QuickBooks, Sage and Xero to streamline your entire process.
Provider
QuoteOnSite
Located In
United Kingdom
Foundation
2016
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
Documentation, Live Online, In Person, Webinars, Videos
Support
Email/Help Desk, Chat, FAQs/Forum, Knowledge Base
We work with businesses of all sizes, ranging from owner-managed businesses to large teams. Solve your client facing document challenges as well as internal processes.
Content Source: DocFlite
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DocFlite Reviews
Pros
I like that I can carry out my job effectively and efficiently with easy-to-use templates for quoting customers and see all my quotes in one place to ensure I am following up on opportunities.
From the start of the project all the way through to the end the experience has been positive. Everyone is friendly, professional and happy to help.
ROI on the first quote we sent out. Great conversion rate thanks to the clever visuals and ease of use for our clients and potential clients.
A fantastic product with great customer support and huge potential. It is relatively easy to use and any problems are quickly addressed by the very knowledgeable and attentive customer support team.
Cons
They lack some reporring, which i understand is in the pipeline.
The difficulty to copy already prepared quotes, lack of ability to properly organize the pictures in the gallery, and repeated images that we are unable to delete.
Lacks a few features that other softwares may currently offer, but still hard to criticise with a proactive developer on an evolving platform.
We initially has a couple of functionality problems, with customising invoice numbers being somewhat complicated and terms and conditions not be set for each quote.
"Works effectively and efficiently "
Pros: Creates an organised quote log for all users with clearly defined columns of status.
Cons: Templates can be awkward to initially set up.
"Prana Vision LTD Quote On Site Review "
Overall: Good
Pros: Ease of use and the fact we can add tech sheets and sales literature with ease to each quote. Also love the fact the client can click and sign the quotation and everything is recorded.
Cons: One fixed cost for a product on the system. Then having to add different discounts to multiple clients on the quote on site system.
"Trial "
Overall: it is a good tool for quotes
Pros: It is easy to navigate and easily accessible
Cons: It is all good but need more training and understanding
"Great piece of software which has ensured customers cannot cancel on a whim"
Overall: so far so good and the more we use it the better
Pros: The fact we can get individuals to sign.
Cons: Just a bit difficult to navigate some areas
"DocFlite 5* Review"
Pros: DocFlite has sped up our quoting process. We used to spend quite a large amount of time on managing a quote from start to finish, often going back and forth with our managers to obtain various bits of information. However, with DocFlite it takes less time and has made it so much easier for our managers to get information across in a way in which no information is missed out and quotes get across to clients promptly in more of a professional manner.Also, with the brilliant help provided by [SENSITIVE CONTENT], we've created workflows that allow account managers to approve quotes before they get to clients to avoid errors and minimise revisions.Looking forward to solving other document process challenges in the near future with DocFlite - would definitely recommend!
Cons: Anything we feel could've been tweaked has been!
