DocFlite 2026: Benefits, Features & Pricing

Wondering if DocFlite is right for your organization?

Our Quoting Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

DocFlite

4.8

(66)

Pricing

Starting at £40.00 per month

About DocFlite

DocFlite is a comprehensive SaaS platform for quote and proposal management. It allows users to create users and subgroups for different departments and segregate data. The approval workflow helps users manage approvals across teams, partners, and customers with ease. DocFlite has features that allow users to track invoices, run reports on spend and profitability, along with other areas of interest.

DocFlite Screenshots

DocFlite Pricing and Plans

Starting price: £40.00 per month

Free Trial

Free Version

Basic

£40.00

per user, per month

Plan includes:

Unlimited Documents
Unlimited Templates
Heatmaps
Email Promotions
DocFlite Document Management

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

DocFlite Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of DocFlite
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
Approval Process Control
Audit Trail
Catalog Management
Client Portal
Collaboration Tools
Contact Management
Content Library
Contract/License Management
CRM
Customer History
Customizable Fields
Customizable Templates
Data Import/Export
Document Automation
Document Review
Electronic Payments
Email Management
Estimating
Invoice Processing
Price/Margin Management
Pricing and Cost Calculations
Quotes/Estimates
Recurring/Subscription Billing
Reminders
Reporting & Statistics
RFP Management
Template Management
Templates
Workflow Management

DocFlite Integrations

Stripe

HubSpot CRM

Sage Accounting

Xero

DocFlite User Reviews

Overall Rating

4.8

Ratings Breakdown

79%

20%

Secondary Ratings

Ease of Use

4.6

Value for money

4.8

Customer support

4.9

Functionality

4.7

Have you used DocFlite and would like to share your experience with others?

Garan S.

Verified reviewer

Design

Self-Employed

Used daily for less than 6 months

Review source

Reviewed June 2019

Double Thumbs Up from a Videographer

Using Quote On Site has definitely had an impact, in my first month of using it I won my first £1800 worth of work with a 90% acceptance rate; often being told by my clients how great it was to have a firm sight on all the details. Also, sending a quote and seeing that little email pop up saying your quote has been viewed by your client is a very welcomed site as opposed to my earlier days of wondering if the quote I emailed even got to the client.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Having only recently started my journey as a videographer it was great to find a quote and invoice management tool that I could used straight out of the box. First off, I love the visuals and interface, it’s fast and simple to use; with more advanced options for those that need it. It was also critical that I had a tool that I could inject my own brand into; add a logo, customise font and colours, it’s all there. It was important to me that not only did my clients have a clear view of their quotes and invoices, I too also needed that solid perspective - the Quote On Site dashboard lets me quickly see where I am at with current and perspective work - I actually find my little ‘Win Rate’ pie chart percentage to be quite motivational.

Cons:

Not so much a con, but I would definitely like to see an iOS version of the Quote On Site software sometime in the nearby future.

Vendor Response

Hey Garan, Thanks for the great review!!! Glad you're finding the software useful and even more pleased that you have no cons! BUT, all software has it's quirks and when you inevitably find that niggle, we'll be right there to help you over the bump! Looking forward to seeing your business grow and thrilled to be part of your journey! Happy Quoting, The QoS Team.

Replied July 2019

Simon C.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Reviewed December 2022

Excellent Quoting Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Paul F.

Verified reviewer

Facilities Services

51-200 employees

Used daily for less than 6 months

Reviewed November 2022

First time user

Seems to be straight forward enough to use, need more experience on it to make a proper judgement

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Straight forward enough to use, like the way you can use various ways of finding quotes.

Cons:

Haven't used it enough yet to make a judgement

Mayte G.

Verified reviewer

Retail

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2019

CGC Quoter Analysis

It has taken us 6 months to implement so far. We have not surveyed our customers to ask how they like the quote, the appearance, practicality and the ease of use. We are a small and seasonal business that must make corrections quickly to keep our customers happy. We look forward to the solutions that this growing company will offer to our challenges in the future. Our overall experience has been positive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our ability to display great pictures and present our competitive advantages, inclusion of our pdf e-brochures, the ability to auto-update the overall quote when the client selects an option. The personal, friendly and knowledgeable approach that Tj welcomed us with.

Cons:

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. Knowing that to request a change it has to suit all other customers. As the company has grown it now takes longer to get even minor changes.

Vendor Response

Thanks you for your frank review, Mayte! We love having you as users of our platform and love hearing your suggestions! Yes, as we grow, we find it tricky to accommodate all requests and have to balance ideas against the needs of the wider, growing community of our users. Growing pains, we believe! We will continue to listen and try our best to be as responsive as possible! The issue with deleting images has been resolved, we are glad to say! Took us a couple of days but we squashed that bug - and with pleasure :-) Looking forward to growing our businesses together :-) Happy Quoting, The QoS Team.

Replied July 2019

Sanette W.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Reviewed November 2022

I can not give a review now...I have deadline today with quotes

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Moreland M.

Verified reviewer

Facilities Services

201-500 employees

Used weekly for more than 2 years

Reviewed November 2022

"It does exactly what it says on the tin"

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Thomas W.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 2 years

Review source

Reviewed November 2019

Great product, user friendly, cost efficient

The QuoteOnSite team are very responsive to queries and suggestions too. Would highly recommend!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Reward Catering have used QuoteOnSite for over a year and it has had a real positive impact on our quoting process. We can respond to customer requests for quote with little effort and re-use previous prices that makes the process a lot easier than it used to be. Also, the standard quote templates makes it easy to create presentable quotes without having to fiddle with the document layout each time.

Cons:

no cons really, if you have any difficulties the team are happy to help and very responsive.

Vendor Response

Thank you for your positive review, Thomas! We love knowing that our software has helped make life easier for you in some way :-) As usual, any issues/questions/suggestions and we're all ears!

Replied November 2019

Giedre V.

Verified reviewer

Facilities Services

201-500 employees

Used daily for less than 2 years

Reviewed November 2022

Great quoting software