Quote Document Collection
Document collection in Catch-e's quoting software gathers, captures and verifies every document a lease needs, then hands the accepted quote through to a contract with all files attached.
Why teams choose Catch-e
One system of record
Fleet, novated leasing and salary packaging on a single platform, no stitched-together tools.
Compliance built in
ATO-aligned FBT governance and audit trails on every contract, quote and payment.
Proven at scale
92,078+ active contracts, 20+ years in production and 99.96% platform uptime.
Fits your stack
Integrates with payroll, banking, accounting and servicing, and hosted in Australia.
Every document a lease application needs
Every quote generates the checklist of documents it needs, driver’s licence, a recent payslip, an employer confirmation letter, so the employee knows exactly what to provide and nothing is chased twice.
- Checklist generated from the quote
- Licence, payslip and employer letter itemised
- Outstanding items clearly flagged
- Collection progress visible at a glance
Upload and mobile capture
Documents are uploaded by drag-and-drop on desktop or captured with the phone camera on mobile, no emailing attachments back and forth, and every file lands against the right quote.
- Drag-and-drop upload on desktop
- Camera capture on mobile
- PDF and image formats supported
- Files attached straight to the quote
Review and verification
Uploaded documents are reviewed and verified against the applicant, each marked off as it clears, so by the time the pack is complete, identity and eligibility are confirmed and recorded.
- Documents reviewed against the applicant
- Each item marked verified as it clears
- Reviewer and time recorded
- Pack cleared only when all checks pass
From accepted quote to signed contract
Once the pack is verified, the accepted quote converts into a contract with the vehicle, terms and every document carried across, so contract management starts with a complete record and nothing is re-keyed.
- Verified quote converts to a contract
- Vehicle, pricing and terms carried across
- Document pack attached to the contract
- No re-keying between quoting and contracts
Ready to quote faster and more accurately?
Quoting is where a lease is won or lost. Catch-e prices from current, governed numbers and carries the quote through to a signed contract.
Powered by 150+ years of combined industry experience.
See the products
Five products covering the full operational surface of leasing and packaging programs.
Explore productsConnect your systems
Payroll, banking, accounting, servicing and FBT, integrated with what you already run.
Integration options