--- title: "DocFlite Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about DocFlite Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/159768/QuoteOnSite/" page_type: "product" language: "en" --- # DocFlite Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DocFlite ## What is DocFlite? 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. ## What is DocFlite used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/) Top alternative Featured Overall rating Based on 66 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price £40 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DocFlite?[Manage this product listing](https://www.g2.com/products/quoteonsite/claim_requests/new?auto=true) ## DocFlite Overview Updated August 2026 AI summary DocFlite is a cloud-based solution designed for small and midsize businesses seeking to manage quotes, proposals, and billing more efficiently. It features automated quoting, electronic signatures, customizable templates, and approval workflows, with options for client portals and accounting integration. Users highlight its ease of use, responsive support team, and tools for professional client communications and document management. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DocFlite 4.8 (66) VS. [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price £40 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (66) Ease Of Use 4.6 (604) Value For Money 4.8 (59) Value For Money 4.4 (536) Customer Service 4.9 (65) Customer Service 4.6 (511) ## DocFlite alternatives [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [Abby](https://www.capterra.com/p/268623/Abby/) [4.7 (604)](https://www.capterra.com/p/268623/Abby/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/268623/Abby/) [PayPal Invoicing](https://www.capterra.com/p/179253/PayPal-Invoicing/) [4.7 (595)](https://www.capterra.com/p/179253/PayPal-Invoicing/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/179253/PayPal-Invoicing/) [View all alternatives](https://www.capterra.com/p/159768/QuoteOnSite/alternatives/) ## FAQs about DocFlite Overview ### What problems does DocFlite solve? DocFlite solves scattered quote documents, slow proposal creation, weak follow-up visibility, and error-prone manual paperwork by centralizing quotes, invoices, client messages, approvals, and templates. Sales teams, estimators, service businesses, and small business owners benefit most by producing branded quotes faster, tracking client views and statuses, and reducing admin bottlenecks. Answer based on 61 reviews Overview ### Which roles and teams benefit most from DocFlite? DocFlite is most used by directors, managing directors, and business owners who need faster document approvals, client communication, and visibility into sales or contract activity. Sales, business development, and bid teams use it to share proposals and track engagement, while designers, architects, and account managers streamline polished document delivery. Answer based on 64 reviews Overview ### What company size and industries is DocFlite built for? DocFlite is built for businesses of all sizes, but it is used mostly by small businesses, which make up 86% of reviewers, especially in Facilities Services at 29%. It also appears in Construction at 12% and Building Materials at 7%, often for client-facing and internal quoting processes. Answer based on 66 reviews Features and Usability ### What are the key features of DocFlite? DocFlite includes core quoting and proposal generation tools like customizable templates, pricing and cost calculations, and quote tracking with alerts when clients view or accept documents. Differentiator features include approval workflow management, quote-to-invoice conversion, electronic signature, and a dashboard for quote, invoice, and customer status visibility. Answer based on 48 reviews Pricing ### How much does it cost and what fees or limitations are included? DocFlite starts at £40 per user/month for the Basic plan, plus setup and onboarding from 399, and a free trial is available. Reviewers say the cost is offset by time saved through reusable templates, stored pricing, and faster quoting, though initial setup can take time and managing client-specific discounts can be awkward. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does DocFlite integrate with? DocFlite integrates with 4 third-party tools: Xero, HubSpot CRM, Sage Accounting, and Stripe. It connects accounting and billing workflows through Xero and Sage Accounting, while HubSpot CRM and Stripe cover customer management and payments. Answer based on 7 reviews Getting Started and Support ### What training and onboarding options does DocFlite offer? DocFlite provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation and videos offer self-paced reference and walkthrough materials. Answer based on 2 reviews Getting Started and Support ### What customer support options does DocFlite offer, and how do users rate the experience? DocFlite provides email/help desk, FAQ/forum, a knowledge base, and chat. Users generally describe support as responsive, friendly, and effective, with quick answers to questions, bug fixes, and onboarding help. Some reviewers note that as the company grew, minor changes sometimes took longer, but issues were still usually resolved promptly. Answer based on 47 reviews Invoicing ### How well does DocFlite handle invoicing? DocFlite makes invoicing quick and easy by turning accepted quotes into invoices, tracking status, and sending payment reminders. Small business owners, designers, and tradespeople often like the professional templates and client visibility, though some teams mention limits around payment processing, invoice export filters, and certain customization settings. Answer based on 19 reviews ## Features AI summary Based on 1,847 Quoting reviews Capterra reviewers highlight these as the features buyers care about most when choosing quoting software: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) DocFlite includes **Quotes/Estimates** and **Pricing and Cost Calculations**, so teams can create accurate proposals and calculate costs with more confidence. However, it does not include **Billing & Invoicing**. Instead, it offers other relevant features such as **Pricing Management** (**57%**) and **Third-Party Integrations** (**46%**), which can help businesses maintain pricing control and connect quoting workflows with other systems, providing teams with a more efficient way to manage sales processes and quote accuracy. Quotes/Estimates 4.7 (20) 80.00% of 20 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Pricing and Cost Calculations 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service Pricing Management 4.4 (12) 58.33% of 12 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers Template Management 4.5 (11) 54.55% of 11 reviewers that rated this feature as important or highly important Create, save, and re-purpose templates for emails, forms, etc. Automated Quoting 4.5 (10) 50.00% of 10 reviewers that rated this feature as important or highly important Generate rule-based quotes for clients automatically Discount Management 4.1 (10) 20.00% of 10 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions DocFlite 41 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Estimating: Estimate expected cost based on various factors before a project begins - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (66) 4.7 Based on 66 reviews ## Pricing Value for money 4.8 (59) Free Trial [View pricing plan details](https://www.capterra.com/p/159768/QuoteOnSite/pricing/) Basic £40.00 Per User,Per Month It includes: - Unlimited Documents - Unlimited Templates - Heatmaps - Email Promotions - DocFlite Document Management Value for money 4.8 (59) 4.8 Based on 59 reviews ## Integrations [ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (65) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (65) 4.9 Based on 65 reviews ## User reviews Overall rating 4.8 Based on 66 reviews Filter by rating 5(52) 4(13) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent RT robin T. Security Director Security and Investigations ### "Great piece of software which has ensured customers cannot cancel on a whim" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 19, 2023 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 Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TH Tom H. Customer Experience Specialist Facilities Services ### "DocFlite 5\* Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 14, 2022 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! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AB Aaron B. Contracts Manager Mechanical or Industrial Engineering ### "Good Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 2, 2022 Pros Easy to use and understand. Quotes and quote templates are by good quality, and I like the PDF option. Cons I'd advise to put a caption, so you can add multiple recipients. Make it clear that email has to separated via a comma and not a semi-colon. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SC Simon C. Sales Computer Software ### "Excellent Quoting Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 2, 2022 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. Cons Sometimes there are fields that I'd like to remove from the template that don't impact my business but are required for other industries. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AC Ana C. CM Facilities Services ### "CM Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 2, 2022 Pros The availability of the developers to assist with a quick response. Cons The formatting can sometimes shift, copying and pasting tables and photos etc would improve the user experience Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AO Adam O. Operations Support Facilities Services ### "Great for customer quotations" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 2, 2022 Pros Links with other systemsEasy to calculate Cons Can be a bit hard to navigate around previous quotes Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AC Alan C. Director Facilities Services ### "Time saver = money saver" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 29, 2022 The transition from my old way of working was seamless and I certainly see the benefits of the system Pros I can have multiple templates to suit the range of services we offer. My previous quoting was done on word and often important information was missed, especially when I was up against a tight deadline. With quote on site, I can be confident that the templates include all the relevant information and requirements to carry out the work effectively and efficiently.The time saved is a major bonus which cancels out the cost of the service. Cons I struggle with most things computer related, but the help I received from \[SENSITIVE CONTENT\] was exceptional and indeed ongoing Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MM Moreland M. Managing Director Facilities Services ### ""It does exactly what it says on the tin"" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2022 Pros Capital have now been using the Quote Management Software services from \[SENSITIVE CONTENT\] for over two and half years and been blown away with the software and integration of Quote on Site into our overall IT system. I would say that it’s the ‘Ronseal’ of the document management cloud-based systems as in "It does exactly what it says on the tin"Our business has grown and the time in producing and on boarding our clients has drastically improved down to using the software. We truly value the partnership and support that QoS gives Capital and l would have no hesitation in recommending the software along with the back office support that QoS delivers 365 days of the year. Cons we will be looking to integrate QoS into our CRM Monday.com but have not done this as yet. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JH Jason H. Technical Manager Maritime ### "Easy to use with professional look" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2022 Overall, very pleased with the software. Pros Lends a professional look to quoting documents, instant feedback on when document is opened, accepted or rejected Cons Copying and pasting into the quoting software causes formatting issues. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NH Natalie H. Finance and Commercial Manager Facilities Services ### "Quote On Site" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 25, 2022 Pros It's very user friendly and easy to navigate Cons Some of the search/export options can be limited Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NN Norman N. Sales Director Computer & Network Security ### "Perfect for our sales team " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 25, 2022 Its easy to use we get great support and its the tool every sales person works with all day Pros easy to use and every sales person was able to customise it to their particular use Cons took a while to learn not as intuitive as it could have been but once we got our heads around it it functions well Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Director of Partnerships Internet ### "Great, quick and understandable." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 21, 2022 Agreements, invoices. Pros It's really easy, first time using this kind of software its wonderful. Cons If you have more options to write its better but I think its ok. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RC Roberto C. customer account manager Mechanical or Industrial Engineering ### "Quoteing System " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 21, 2022 good Pros easy to review quotes and look over historic information Cons all is good. The system is easy to use and I have no down sides to report. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Ieuan T. Business manager Chemicals ### "Works effectively and efficiently " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 19, 2022 Pros Creates an organised quote log for all users with clearly defined columns of status. Cons Templates can be awkward to initially set up. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MN Mark N. Director Facilities Services ### "CQD Cleaning Services Ltd" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 Great 100% Pros Great value & customer service, I would always use this platform for my business Cons When clients view the template options, Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SC Sharon C. Procurement and Supply Chain Coordinator Facilities Services ### "Efficient and easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 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. Pros The customer service feature is amazing. They are quick to reply to any question or query. Lovely and polite team. Cons Nothing, the software is easy to use. If I have had any issued or problems they are sorted promptly by the team. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. James O. Creative Director Media Production ### "I couldn’t run my business without QuoteOnSite" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 Great service from the team and they’re constantly developing and improving their service. I wouldn’t hesitate to recommend them to anyone needing support with proposals in their business. Pros It makes my life easy by giving me time back in my business. I can get in with other business related tasks while I spend less time on my proposals. It’s easy to use, presents my pricing professionally and helps me understand my client better with the new workflow additions. Cons I initially started to use QOS for invoicing but it didn’t have built in payment processing. I know simply use QOS for sales only and not billing/accounts. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RG Roy G. MD Security and Investigations ### "Prana Vision LTD Quote On Site Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 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. Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) after I saw the operating system of Quote on site and when I saw the speed we could quote a job Reasons for choosing DocFlite \[SENSITIVE CONTENT\] Explained everything and gave me the confidence Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HM Heather M. Director Facilities Services ### "Best software love it. Game changer!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 I’ve recommend to everyone the customer service for tweets and changes is exceptional. Pros Im a huge advocate for quote on site very talented created. My business is automated because of this software. Saves me so much time Cons Nothing all works well for. I found it hard when it did a slight change over of layout but everyone is very helpful Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SW Sanette W. Sales Executive Information Technology and Services ### "I can not give a review now...I have deadline today with quotes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 18, 2022 Pros Easy to use. Not complicated. All info can be stored in the system Cons Once you do quote...the writing gets put in a paragraph and not by bullet point Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. EH Edward H. Senior Channel Account Manager Computer Software ### "QuoteOnSite" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 very easy to use, you can just set templates and just fill in what is needed. Pros ease of use, also the great customer service. Cons Sometimes you have to refresh the document so the SKU'S are reflected on the final document Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NG Nick G. Key Account Manager Facilities Services ### "QuoteOnSite" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 18, 2022 Pros From beginning to end the process of arranging a quote is trouble free Cons For my uses there are no major cons. My only issue is the lack abillty to be able to create a new quote form the home screen. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TP Tom P. Architect Construction ### "Very good software and speeds up the quoting process massively" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 18, 2022 Great Pros Speed to issue a quote. Saves the company lots of time and standardises our quotes Cons Pdf'ing quotes the format is irregular, the images overlap onto other sheets, and presentation of it isn't great Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MS Maria S. VP Sales Transportation/Trucking/Railroad ### "QuoteonSite" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 18, 2022 Pros eliminates need to keep track of physical documentation as everything is done online; customer service is great Cons needs more customizable features at the user level Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GV Giedre V. SHEQ Coordinator Facilities Services ### "Great quoting software " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 18, 2022 User friendly, relyble. Pros Great comunication with client on presenting and approving quotes. Reporting/dashboears verry usefull. Cons no serten stoppers preventing form quotes being sent out without internal approvals, acepting quotes manualy without client approivals. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.