DocFlite reviews

Works effectively and efficiently

Pluspunten:

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

Minpunten:

Templates can be awkward to initially set up.

Prana Vision LTD Quote On Site Review

Opmerkingen: Good

Pluspunten:

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.

Minpunten:

One fixed cost for a product on the system. Then having to add different discounts to multiple clients on the quote on site system.

Trial

Opmerkingen: it is a good tool for quotes

Pluspunten:

It is easy to navigate and easily accessible

Minpunten:

It is all good but need more training and understanding

Fulfills All Our Needs!

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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

Double Thumbs Up from a Videographer

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Does what is says on the tin!

Opmerkingen: Our business needed an affordable flexible quote system and we've found it. Now all our quote information is held in one place for all staff to access. We can easily see the status of a quote and no longer have to trawl through each others emails looking for information for customers. It has provided a professional looking quote to our customers.

Pluspunten:

Ease of use Does exactly what its supposed to do Works for our small business Cost - affordable to a start up/new business Flexible Minimal training required

Minpunten:

We haven't found anything that we don't like. There have been a few tweaks that we've needed and Quote on Site made these quickly and anything that we couldn't change on the database they've helped us with simple work arounds. We've discussed and suggested features that would be good to have in future revisions of the software.

CGC Quoter Analysis

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

DocFlite 5* Review

Pluspunten:

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!

Minpunten:

Anything we feel could've been tweaked has been!

I couldn’t run my business without QuoteOnSite

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

QuoteOnSite has turned the chore of quoting into a pleasure.

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

Pluspunten:

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!

Minpunten:

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

Great product, user friendly, cost efficient

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

Pluspunten:

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.

Minpunten:

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

"It does exactly what it says on the tin"

Pluspunten:

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.

Minpunten:

we will be looking to integrate QoS into our CRM Monday.com but have not done this as yet.

Easy to use when you know how, persevere it is worth the wait

Opmerkingen: Easy of use
Stores all relevant info in one area

Pluspunten:

Everything is get in one area. Quotes easy to use, invoice generated from the quote, Really easy to use

Minpunten:

Only thing we have found is you can;'t add items into the quote where you would like only adds at the end.

Efficient and easy to use

Opmerkingen: 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.

Pluspunten:

The customer service feature is amazing. They are quick to reply to any question or query. Lovely and polite team.

Minpunten:

Nothing, the software is easy to use. If I have had any issued or problems they are sorted promptly by the team.

Excellent Quoting Software

Pluspunten:

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.

Minpunten:

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.

Best software love it. Game changer!!

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

Pluspunten:

Im a huge advocate for quote on site very talented created. My business is automated because of this software. Saves me so much time

Minpunten:

Nothing all works well for. I found it hard when it did a slight change over of layout but everyone is very helpful

Perfect for our sales team

Opmerkingen: Its easy to use we get great support and its the tool every sales person works with all day

Pluspunten:

easy to use and every sales person was able to customise it to their particular use

Minpunten:

took a while to learn not as intuitive as it could have been but once we got our heads around it it functions well

Great Quotation tool

Opmerkingen: The ability for my team to do professional quotes from anywhere and from their portable devices is a big value add and productivity difference to the organisation.

Pluspunten:

It is very intuitive to use. Well made, stable solution. My team loves QUOTEONSITE and thanks me everyday for implementing it.

Minpunten:

They lack some reporring, which i understand is in the pipeline.

Using Quote on site on client sites

Opmerkingen: We are using Quote on Site on our large client sites to quote for additional works. A key benefit is being able to see from our head office what additional quotes are being generated by each of our sites. Real time visibility over quoting is really useful.

Pluspunten:

The software it really easy to use, you can quickly create quotes, email them direct to the client and get instant feedback on whether they accept the quote. The site is very visual, you can clearly see all quotes, invoices and the Dashboard gives an overview. The search feature is also very useful.

Minpunten:

I would like the ability to filter and export by client so I could just export invoices related to a client. Currently you can export on date range. As we use the software with more of our clients sites it will be useful just to export invoices for each client.

CQD Cleaning Services Ltd

Opmerkingen: Great 100%

Pluspunten:

Great value & customer service, I would always use this platform for my business

Minpunten:

When clients view the template options,

Quoting made easy

Pluspunten:

Quote On Site has been really helpful to us by making it really simple to produce effective and professional-looking quotes and invoices for our customers. The template facility is great as it allows you to reuse recurring quote components, which saves a lot of time. It is easy to track your quotes and check whether your customers have looked at them, and to follow the whole process through to customer payment, with the option of creating a payment schedule so that payment can be split into smaller installments. The software even sends out automatic reminders when payments are overdue, which is one less thing to worry about for us. A great tool, and great value for money, with exceptional customer service. We would highly recommend it.

Minpunten:

We've found that it is difficult to engage customers with the software if they have already started a conversation with us through another means, but we are confident that we can solve this by using the software's form facility on our website to make Quote On Site the first point of contact for enquiries.

Great quoting software

Opmerkingen: User friendly, relyble.

Pluspunten:

Great comunication with client on presenting and approving quotes. Reporting/dashboears verry usefull.

Minpunten:

no serten stoppers preventing form quotes being sent out without internal approvals, acepting quotes manualy without client approivals.

Easy-to-use software that has made our quotes and invoices look so much cleaner.

Pluspunten:

This is intelligent software that allows you to put your own stamp on the documents being generated. It remembers previous costings so that inputting prices for specific goods or services becomes quicker over time. We love the fact that once a client has accepted your quote, the invoice is generated for you. The option to create a payment schedules and send reminders for overdue payments can be very useful. You can also use it to store your client details, making it quicker to generate quotes for repeat customers. Whenever we've had any difficulties or questions relating to the software, the QoS team have swiftly resolved them. The customer really is the priority for QoS and the service we've received has been first class.

Minpunten:

We initially has a couple of functionality problems, with customising invoice numbers being somewhat complicated and terms and conditions not be set for each quote. However, after chatting with the QoS team that was quickly rectified.

Everything in one place!

Opmerkingen: Fantastic! at last we have everything in one place. Estimates/Quotes/Invoicing/Messaging/Reminders/tags/notifications.
Very easy to use, and it gets better the more you use it and discover its capabilities.
Individual tutorial emails are sent once signed up and really help with the functionalities and usability of it. Helps you discover more!
Takes a bit of time initially to type in all your pricing content into the templates and cost headings, obviously this time depends on how many products/items and services you provide, but once costed and your templates are built you can use them time after time at the touch of a few buttons on your phone, tab, laptop or desktop.
Messaging, Invoicing , our T's and C's.
The tagging functionality is a personal favourite of mine, I can tag customers as a target/to follow up/to build a quote/on hold etc. I am free to choose a preferred colour and name of a tag to suit me, the options are there. Great when trying to keep track of everything.
Streamlined our business for the better :-)

QuoteOnSite

Opmerkingen: very easy to use, you can just set templates and just fill in what is needed.

Pluspunten:

ease of use, also the great customer service.

Minpunten:

Sometimes you have to refresh the document so the SKU'S are reflected on the final document