DocFlite

RATING:

4.8

(66)

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 Pricing

Offered at £40 Per user/month. Optional Setup/Onboarding charge starting from £399.

Starting price: 

£40.00 per month

Free trial: 

Available

Free version: 

Not Available

Manage different document types and processes in one solution
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DocFlite Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for DocFlite

1 - 5 of 66 Reviews

User Profile

Ieuan

Verified reviewer

Chemicals, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

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.

Roy

Security and Investigations, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed November 2022

Prana Vision LTD Quote On Site Review

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.

Reason 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

Facilities Services, 51-200 employees

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2022

Trial

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

Sara

Hospitality, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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

Reason 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

Garan

Design, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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