Automated Quotes, Proposals, Contracts and Forms
Make more money in less time with DocFlite's process automation. DocFlite's integration with Sage Accounting allows you and your sales team to create, send and track detailed and professional documents that are automatically converted to invoices in Sage Accounting. Send documents with e-signatures, forms and tables. Automate your process with workflows and speed up
Benefits
Save time tracking and responding to enquiries
Gone are the days of searching for emails containing your enquiries, missing out on key data like contact numbers and addresses. With our contact form plugin, enquiries are not only routed directly... show more
Gone are the days of searching for emails containing your enquiries, missing out on key data like contact numbers and addresses. With our contact form plugin, enquiries are not only routed directly to your Dashboard, but a customer record and quote document is automatically created, saving you time. show less
Make every quote your best
With our document templates, you can get all your best work saved in ready-to-go documents. Create templates for your most popular services, including service and pricing details and send your next... show more
With our document templates, you can get all your best work saved in ready-to-go documents. Create templates for your most popular services, including service and pricing details and send your next quote in minutes. show less
See the full picture
Want to see how many quotes are outstanding? How many opportunities you've won? Or lost? With data at your fingertips, you can see your sales performance in real time from overall quote value to... show more
Want to see how many quotes are outstanding? How many opportunities you've won? Or lost? With data at your fingertips, you can see your sales performance in real time from overall quote value to quote profit and loss. show less
Get in-depth analysis
See how your clients are accessing your documents with heat maps and click-tracking.
See how your clients are accessing your documents with heat maps and click-tracking.
