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Immediately Send Emails to Clients or Staff When a Status Changes

Immediately Send Emails to Clients or Staff When a Status Changes

Scheduled messages (emails) can now be sent immediately a status changes on a lead, quote, job/order, invoice, purchase order, etc. Prior to this update, they could only be sent a day after.

Published: 15/04/2021
Split Quantities of an Item or Kit Automatically

Split Quantities of an Item or Kit Automatically

Remove manual errors by splitting an item or kit into two items or kits made up of the original quantity using 'Split Item'

Published: 13/04/2021
Tasks and Questions Added to Leads/Opportunities/Sales Pipeline Pre-Builds

Tasks and Questions Added to Leads/Opportunities/Sales Pipeline Pre-Builds

When an opportunity/lead/sales pipeline is created from a pre-build it can now automatically create the tasks and questions you need to qualify

Published: 07/04/2021
Set Items to ‘TBC’ or ‘Optional’ on Quotes

Set Items to ‘TBC’ or ‘Optional’ on Quotes

You can show TBC on your quotes

Published: 29/03/2021
Supplier Tags

Supplier Tags

Use supplier tags to mark your suppliers in any way you want.

Published: 25/03/2021
Automatically Include Links to eForms on Your Emails and PDF’s

Automatically Include Links to eForms on Your Emails and PDF’s

Make sure your clients see the eForms they need to complete by using the {LinkedEformWeblinks} tag in your quote or other email, and PDF templates.

Published: 25/02/2021
Xero Export – Invoices will go to ‘Awaiting Payment’ status by default

Xero Export – Invoices will go to ‘Awaiting Payment’ status by default

Previously, they would go to ‘Awaiting Approval’ or ‘Awaiting Payment’ depending on their status in Zigaflow. To simplify the process, they will now go directly to ‘Awaiting Payment’.

Published: 24/02/2021
Use ‘Note for Staff’ to Remind your Users what to do

Use ‘Note for Staff’ to Remind your Users what to do

Each module now has a ‘Note for Staff’. This can be used to leave instructions for staff to make sure the correct actions are carried out:

Published: 08/02/2021
Real-time Leads/Opportunities Reporting with Pre-set Probabilities

Real-time Leads/Opportunities Reporting with Pre-set Probabilities

You now have greater visibility over your pipeline of leads/opportunities.

Published: 08/02/2021
More Control of the Xero Export

More Control of the Xero Export

You can now choose what populates from Zigaflow to the invoice ‘Reference’ field in Xero

Published: 26/11/2020
Add Optional Products and Services Anywhere on a Quotation

Add Optional Products and Services Anywhere on a Quotation

It is now possible to add optional products and services into a quotation, mixed with the included items

Published: 23/11/2020
Automatically Add a Client Logo to Your Quotation

Automatically Add a Client Logo to Your Quotation

Make your quotations look more professional by automatically including your client’s logo in your quotation

Published: 09/11/2020
Simpler Attachment Management (Shareable and Internal)

Simpler Attachment Management (Shareable and Internal)

When you add attachments to a quote, job, etc. you can now immediately drop it into an ‘Shareable’ section or an ‘Internal’ one

Published: 06/08/2020
Reminding your Teams, Suppliers and Customers just got easier with Repeating Scheduled Messages

Reminding your Teams, Suppliers and Customers just got easier with Repeating Scheduled Messages

If you want to send a scheduled message to your staff to follow up on a quote, or to a supplier to remind them to acknowledge your purchase order

Published: 19/07/2020
New Way of Pricing your Products and Services

New Way of Pricing your Products and Services

The new new method of pricing has gone live, which allows you to have another layer of pricing and discount and simplifies the way prices are managed

Published: 17/07/2020
Net Total Moved to the Bottom of Sections

Net Total Moved to the Bottom of Sections

The Net figure for a section has been moved to the bottom of the section and also made more prominent than the gross figure (tax inclusive)

Published: 17/06/2020