DocFlite 2026: Benefits, Features & Pricing

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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

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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?

Ieuan T.

Verified reviewer

Chemicals

51-200 employees

Used daily for more than 2 years

Reviewed November 2022

Works effectively and efficiently

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Creates an organised quote log for all users with clearly defined columns of status.

Cons:

Templates can be awkward to initially set up.

Roy G.

Verified reviewer

Security and Investigations

2-10 employees

Used daily for less than 2 years

Reviewed November 2022

Prana Vision LTD Quote On Site Review

Good

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing DocFlite

[SENSITIVE CONTENT] Explained everything and gave me the confidence

Reasons for switching to DocFlite

after I saw the operating system of Quote on site and when I saw the speed we could quote a job

Michael K.

Verified reviewer

Facilities Services

51-200 employees

Used weekly for free trial

Reviewed November 2022

Trial

it is a good tool for quotes

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to navigate and easily accessible

Cons:

It is all good but need more training and understanding

Sara G.

Verified reviewer

Hospitality

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed July 2019

Fulfills All Our Needs!

First of all, the customer service and responsiveness from the team behind QuoteOnSite is incredible and totally refreshing. Our team has been able to request features and report bugs with as little as a simple email and have it taken care of immediately. The product itself is so easy to use! Our whole team is happy with this solution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Price lists with images, Email and PDF options to send to client, sorting quotes by user!

Cons:

No drag and drop feature - would be helpful for large quotes with many line items

Reasons for choosing DocFlite

We were looking for a beautiful way to present quotes to our clients in Spas and Hotels. It was extremely important for us to be able to include images with each line item and most products out there do not have that capacity. It was also important to have something that was user-friendly and easy for non-tech-savvy team members to understand and adapt. This was the perfect answer!

Vendor Response

Hi Sara! Thanks for your great review! It's been great hearing your suggestions and responding to your bug reports! Drag-and-drop, aye? We'll look into it! Happy Quoting, The QoS Team

Replied July 2019

Tom H.

Verified reviewer

Facilities Services

1001-5000 employees

Used daily for less than 12 months

Reviewed December 2022

DocFlite 5* Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Heather M.

Verified reviewer

Facilities Services

11-50 employees

Used daily for more than 2 years

Reviewed November 2022

Best software love it. Game changer!!

I’ve recommend to everyone the customer service for tweets and changes is exceptional.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Sharon C.

Verified reviewer

Facilities Services

201-500 employees

Used daily for more than 2 years

Reviewed November 2022

Efficient and easy to use

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

James O.

Verified reviewer

Media Production

2-10 employees

Used weekly for less than 2 years

Reviewed November 2022

I couldn’t run my business without QuoteOnSite

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Hesaan S.

Verified reviewer

Used weekly for less than 12 months

Review source

Reviewed November 2017

QuoteOnSite has turned the chore of quoting into a pleasure.

Makes quoting easier and more proactive and improves efficiency of the quoting process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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. The most useful feature is being able to stay connected with your quote after it has been sent - QuoteOnSite lets us will know when a customer or client looks at it, so that we can continually learn from be proactive with our quoting process. This feature and the QuoteOnSite system itself is hugely motivating!

Cons:

We have our own invoicing system based on Quickbooks which does not integrate with QuoteOnSite, however I understand that this feature is under development.

Verified

Reviewer

Internet

2-10 employees

Used daily for less than 6 months

Reviewed November 2022

Great, quick and understandable.