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DocFlite Logo

Quote and Proposal Management Software for Teams

Table of Contents

DocFlite - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

DocFlite overview

What is DocFlite?

Centralised quote and proposal management for your whole team. Create a user hierarchy and segregate data for sub-teams. Use the approval workflow to approve critical documents from team members.

Eradicate long email trails with in-built messaging tools (for you and your client) and add optional items to your quotes that your client can choose.

Receive RFQ's and RFP's directly from your website with the Smart Form integration. Client requests are turned into working documents directly in your QuoteOnSite account.

Streamline your processes even further by Integrating with HubSpot, Sage Business Cloud, Quickbooks and Xero.

Starting price

40per user /
per month

Alternatives

with better value for money

DocFlite’s user interface

Ease of use rating:

DocFlite pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(14)
5(52)

What do users say about DocFlite?

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.

Select to learn more


Who uses DocFlite?

Based on 66 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Facilities Services
Security and Investigations
Mechanical or Industrial Engineering
Computer Software
Others

Use cases

Quoting
Proposal Management
Billing and Invoicing

DocFlite's key features

Most critical features, based on insights from DocFlite users:

Document management
Pricing management
Automated quoting
Electronic signature
Discount management
Customizable branding

All DocFlite features

Features rating:

Access controls/permissions
Accounting integration
Activity dashboard
Alerts/Notifications
Approval process control
Audit trail
Automated quoting
Catalog management
Client portal
Collaboration tools
Contact management
Content library
Contract/License management
CRM
Customer history
Customizable branding
Customizable fields
Customizable templates
Data import/export
Discount management
Document automation
Document management
Document review
Electronic payments
Electronic signature
Email management
Estimating
Invoice processing
Price/Margin management
Pricing and cost calculations
Pricing management
Proposal generation
Quotes/Estimates
Recurring/Subscription billing
Reminders
Reporting & statistics
RFP management
Template management
Templates
Third-Party integrations
Workflow management

DocFlite alternatives

DocFlite logo

Starting from

40

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Jobber logo
visit website

Starting from

39

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
QuoteWerks logo

Starting from

50

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

DocFlite pricing

Value for money rating:

Starting from

40

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about DocFlite price and value

Value for money rating:

To see what individual users think of DocFlite's price and value, check out the review snippets below.

“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.”
TH

Tom H.

Customer Experience Specialist

“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.”
MM

Moreland M.

Managing Director

DocFlite integrations (4)

Integrations rated by users

We looked at 66 user reviews to identify which products are mentioned as DocFlite integrations and how users feel about them.

Xero logo
Xero

Integration rating: 5.0 (1)

DocFlite customer support

What do users say about DocFlite customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of DocFlite customer support.

Widespread user sentiment highlights DocFlite’s customer support as prompt, friendly, and highly responsive to queries and issues.

A significant portion of users appreciate the team’s willingness to implement feedback, provide tutorials, and resolve problems efficiently.

Support options

Email/help desk
Chat
Faqs/forum
Knowledge base

Training options

Documentation
Live online
In person
Webinars
Videos

To see what individual users say about DocFlite's customer support, check out the review snippets below.

“I'd advise to put a caption, so you can add multiple recipients.”

AB

Aaron B.

Contracts Manager

“It’s easy to use, presents my pricing professionally and helps me understand my client better with the new workflow additions.”

Verified reviewer profile picture

James O.

Creative Director

DocFlite FAQs

Q. Who are the typical users of DocFlite?

DocFlite has the following typical customers:
Mid-size Business, Small Business, Freelancers

These products have better value for money


Q. What level of support does DocFlite offer?

DocFlite offers the following support options:
Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

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