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Drag-and-Drop, Collapse, and Insert Before or After

Drag-and-Drop, Collapse, and Insert Before or After

We’ve added more control to sections so you can insert before or after the current section, collapse one or more sections to make it easier to view multiple sections, and drag and drop them into new positions

Published: 17/06/2020
Use PDF tags in Notes and Section Notes

Use PDF tags in Notes and Section Notes

This feature is most powerful when used on templates as it makes the resulting document even more customized

Published: 20/05/2020
Add a Percentage Value of a Quote (for freight and other charges)

Add a Percentage Value of a Quote (for freight and other charges)

If you need to add freight or some other line item based on the value of a quote you can now do this easily

Published: 08/04/2020
Stock Control Improvements – See free and on-order Stock

Stock Control Improvements – See free and on-order Stock

These figures can be seen in the stock overview screen but also for each product listed in a job

Published: 31/03/2020
Better Control of Spec Sheet Pages – One Product per Page

Better Control of Spec Sheet Pages – One Product per Page

We’ve added a new tag to help you control the pages on spec sheets – so there will always be one product on each page

Published: 11/03/2020
Change Edit Form Labels

Change Edit Form Labels

You no longer have to use the Zigaflow labels on the main edit labels – you can change them to better suit your company

Published: 02/03/2020
Add your own Event Types

Add your own Event Types

In addition to the three default event types, Meeting, Call and Email, you can now add your own

Published: 10/02/2020
Choose Emails Templates when Sending Quotes, Jobs, Invoices, etc

Choose Emails Templates when Sending Quotes, Jobs, Invoices, etc

Set up multiple email templates for each module and select which one you want to use when sending an email, depending on the type of work or customer you are dealing with

Published: 06/02/2020
Add Your Own Fields to the CRM Pipeline & Hide Others

Add Your Own Fields to the CRM Pipeline & Hide Others

Have more control over what data you store and see on your CRM Pipeline

Published: 04/02/2020
Change PDF Appearance Depending on what you are Selling

Change PDF Appearance Depending on what you are Selling

Quoting hardware sales with support & maintenance? Or products showing many fields with others that have less?

Published: 27/01/2020
Rename Items to Products or Services, Companies to Clients, Purchase Order to Requisitions, and more

Rename Items to Products or Services, Companies to Clients, Purchase Order to Requisitions, and more

To make Zigaflow as customizable as possible for your business language, you can now change the names of the Items, Purchase Orders, Companies and more

Published: 24/01/2020
Change columns names, e.g. ‘List Price’ to ‘MRP’, ‘Sales Price’ to ‘Final Price’ or ‘Multiplier1’ to ‘Hire Weeks’, etc.

Change columns names, e.g. ‘List Price’ to ‘MRP’, ‘Sales Price’ to ‘Final Price’ or ‘Multiplier1’ to ‘Hire Weeks’, etc.

If you find it difficult to remember what ‘List Price’ or ‘List Cost’ columns labels mean with you can change them (and others) to whatever is more meaningful for you and your staff

Published: 23/01/2020
Setting a Different Company to Bill an Invoice

Setting a Different Company to Bill an Invoice

You can now assign an invoice to a different customer to the one that ordered from you without losing track of the original client

Published: 08/01/2020
Let Staff Know When a Client is ‘on Stop’, the Services they buy, the Company Type, and more with Client Tags

Let Staff Know When a Client is ‘on Stop’, the Services they buy, the Company Type, and more with Client Tags

Client tags are now visible on the edit screens for Quotes, Jobs, Invoices, Delivery Notes, and Purchase Orders

Published: 19/12/2019
Generate a Quote from a Pipeline Opportunity/Deal with one Click (and auto-move in sequence)

Generate a Quote from a Pipeline Opportunity/Deal with one Click (and auto-move in sequence)

When your opportunity/deal is ready to be quoted, create the quote with one click. The quote is created and the client’s details and the description of the deal are copied over to automatically

Published: 17/12/2019
Insert a Product/Service in a Specific Position in a Quote, Job, etc.

Insert a Product/Service in a Specific Position in a Quote, Job, etc.

You can now insert a new item (product/service) in the position you want in a Quote, Job/Order, Delivery Note or Invoice

Published: 15/11/2019