DocFlite
Document Process Automation for Quotes, Proposals, Contracts, Forms
Built by - QuoteOnSite
Installs - 20+ installs
Rating - 4.2(5)
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
DocFlite Subscription - Get Started plan
Overview
1/6
DocFlite provides powerful document creation and management features and links up to your HubSpot data, seamlessly.
Create, send and track detailed quotes, proposals, contracts, onboarding forms and more, using client data from HubSpot.
Each document type and it's associated status can be mapped to a HubSpot Pipeline and deal stage so you can keep track of your critical document processes.
Documents that are part of a single sales process are automatically mapped to a single deal. Keep your pipeline accurate by preventing multiple deals being created for a single sale.
Link a document to an existing deal (optional)
Get easy access to documents associated to a deal or contact with the Document CRM Card.
Analyse recipient engagement of each document with heat maps.
Price quotes and proposals with a flexible pricing module that allows for one-off and recurring items/services to be broken down and sub-totals for perfect clarity.
Features
Re-use HubSpot Contacts
Pick a contact from your HubSpot account while creating a Document.
Automatically Create Deals in HubSpot When You Quote
When a Document is created or its status changes, a deal is added to the deal flow or moved to the appropriate stage.
See heatmap data for all your documents
Analyse exactly how your contacts are engaging with your documents
Keep track of Documents in HubSpot
Using the Documents card, you can see all the documents associated to a contact or a deal in your HubSpot account. You can also start a Document Workflow process from your HubSpot account, using the associated document actions.
Link Multiple Documents to a Single Deal
If your client requests multiple variations of quotes for a single service, you'll want to create a single deal, not multiple deals. With DocFlite, all documents related to a given job are linked to a single deal, keeping your conversion statistics accurate and your deal management much easier.
App Functionality
Shared Data
Companies | ||
Customers | ||
Quotes |
Reviews
4.2
5
4.2
5
- Feb 19, 2024
TJ - Legend
Simply leaving a review as TJ is great! he's helped me solve lots of complicated issues and is always happy to help
Quoting
Gold, J.
Construction & Renovation - 6 to 10 employees
- Dec 5, 2023
Great Quote Builder and Customer Service
We've been utilising their services for a solid year now, and my satisfaction has only grown over time. The quote tool has consistently proven its efficiency, simplifying the process of generating quotes for our business needs. What sets them apart, though, is the consistently excellent customer service. Throughout this year-long journey, their support team has been consistently knowledgeable, responsive, and eager to assist. Whether I needed clarification on using the quote tool or had general inquiries, their team was always there, making the experience with them truly commendable. After a year of using their quote tool and benefiting from their top-notch customer service, I can confidently recommend this company to others. Thank you to the entire team for producing a reliable service with great support!
Advanced Quote builds and document management
Easy quote creations with multiples sections from pricing
Stretten, A.
Consumer Services - 26 to 50 employees
Pricing
Get Started
£40
/monthSimple pricing for teams or individuals
Unlimited Documents
Unlimited Templates
Heat maps
Email Promotions
Document Management
Document Workflow Automation
Document Approval Process
Get Started
£40
/monthSimple pricing for teams or individuals
Unlimited Documents
Unlimited Templates
Heat maps
Email Promotions
Document Management
Document Workflow Automation
Document Approval Process
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/03/2025
More info
Built by - QuoteOnSite
Installs - 20+ installs
Categories Languages this app is available in English
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