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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

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.

Key benefits of using DocFlite

  • Advanced Team management


  • Minimal-to-no training required


  • In-built messaging for enhanced tracking


  • Import prices into Price Lists.

  • Integrate the in-built Smart Form to your website for RFQ's and RFP's

  • Built for growing to large, high-performing teams.
  • 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?

    Users report DocFlite streamlines the quoting process, letting them create professional, branded quotes quickly and manage all documents centrally. They value the ability to add images, reuse templates, and track quote status, though some mention formatting issues and difficulties with organizing images or navigating previous quotes. They feel it saves time and presents their business more professionally.

    Reviewers indicate customer support is highly responsive, with prompt assistance and a willingness to implement feedback. They say any issues are resolved quickly and appreciate the helpful onboarding and tutorial resources. Most find the software easy to use, describing it as intuitive and user-friendly.

    Select to learn more


    Who uses DocFlite?

    Based on 66 verified user reviews.

    Company size

    Small Businesses

    Enterprises

    Midsize Businesses

    Top industries

    Facilities Services
    Construction
    Building Materials
    Design
    Others

    Use cases

    Quoting
    Proposal Management
    Billing and Invoicing

    DocFlite's key features

    Most critical features, based on insights from DocFlite users:

    Quotes/Estimates
    Automated quoting
    Pricing management
    Discount management
    Template management
    Document management

    All DocFlite features

    Features rating:

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

    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
    QuoteWerks logo
    visit website

    Starting from

    15

    Per month

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

    Starting from

    25

    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.

    “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.”
    Verified reviewer profile picture

    Hesaan S.

    Director

    “Great functions and super support. Any issues that have arisen have been addressed and suggestions have been implemented quickly.”
    RD

    Ryan D.

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

    Widespread user sentiment highlights prompt, friendly, and knowledgeable customer support that resolves issues quickly.

    A significant portion of users appreciate the team's responsiveness to feature requests, feedback, and ongoing training.

    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.

    “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.”

    SG

    Sara G.

    Marketing Coordinator

    “We have received really good customer service and any questions we had when we initially started using the software were addressed promptly by the Quote on Site team.”

    CA

    Carly A.

    Accountant

    “Queries are dealt with promptly by their professional and friendly staff which is key for me.”

    PD

    Paul D.

    Director

    DocFlite FAQs

    Q. What type of pricing plans does DocFlite offer?

    DocFlite has the following pricing plans:
    Starting from: £40.00/month
    Pricing model: Subscription
    Free Trial: Available

    These products have better value for money


    Q. Who are the typical users of DocFlite?

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


    Q. What languages does DocFlite support?

    DocFlite supports the following languages:
    English


    Q. Does DocFlite offer an API?

    No, DocFlite does not have an API available.


    Q. What other apps does DocFlite integrate with?

    DocFlite integrates with the following applications:
    Sage Accounting, Stripe, Xero, HubSpot CRM


    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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