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Improved Control of your Chaser Emails

Improved Control of your Chaser Emails

Do you want to send quote reminder emails automatically for some clients but not others? Or send a different sequence of emails?

Published: 11/10/2019
Strike-out lines on your Quotes, PO’s & Jobs – letting your client know what you’ve removed

Strike-out lines on your Quotes, PO’s & Jobs – letting your client know what you’ve removed

If your client no longer wants an item and you want to make it clear that you have removed or swapped it for something else you can now show it as struck-through on your quote, job, or for suppliers on your PO

Published: 10/10/2019
Powerful Reporting

Powerful Reporting

Zigaflow offers advanced reporting for features such as value of quotes accepted in August or how many quotes were sent by a particular salesperson in each month of the year

Published: 23/09/2019
Multiple Search Terms for Companies, Suppliers, and Items – List & Pipeline Screens

Multiple Search Terms for Companies, Suppliers, and Items – List & Pipeline Screens

Search across more than one column with multiple search terms. Search for more than one term in the same field

Published: 02/09/2019
Calendar View of Events

Calendar View of Events

You can now see and edit your events on a calendar

Published: 20/08/2019
Clients message you from the Quote Web Page

Clients message you from the Quote Web Page

Rather than phone or send you an email, your prospects and clients can now message you directly from the quote and job web pages

Published: 13/08/2019
Create Custom Fields as Dropdowns, Dates, Numbers, & Text

Create Custom Fields as Dropdowns, Dates, Numbers, & Text

Make sure the correct data is entered by users with the new custom field functionality. You can specify that a custom field is a Dropdown, number, date or text

Published: 15/07/2019
Quickly Copy Images Between Quotes, Jobs/Projects, Purchase Orders, Delivery Notes & Contracts

Quickly Copy Images Between Quotes, Jobs/Projects, Purchase Orders, Delivery Notes & Contracts

Save time by seamlessly copying across images from other quotes, jobs, etc. without having to download them to your desktop

Published: 02/07/2019
Links Between Modules Changes (and becomes more flexible)

Links Between Modules Changes (and becomes more flexible)

You can now link multiple quotes, jobs, invoices, etc. together. You can even link quotes or invoices together

Published: 17/06/2019
Switch Off Email Notifications

Switch Off Email Notifications

Switch off email notifications from the system when a quote, purchase order or other documents you are the assigned user for changes

Published: 16/05/2019
Drag and Drop Images and Files Directly onto a Quote, Job or Other Documents

Drag and Drop Images and Files Directly onto a Quote, Job or Other Documents

Save time by dragging and dropping images and files from your desktop or disk directly onto Quotes, Jobs, Invoices, Purchase Orders and Delivery notes with this new functionality where the button shows ‘Drag and Drop

Published: 10/05/2019
Hide the Price of One Item on a Quote

Hide the Price of One Item on a Quote

If you don’t want £0.00 appearing on the PDF or don’t want to list a breakdown of item prices you can now select an individual item on the quote, click on its mini-menu and select ‘Hide Price on Quote’

Published: 09/04/2019
Immediately see Linked Quotes, Jobs, PO’s, Delivery Notes & Invoices

Immediately see Linked Quotes, Jobs, PO’s, Delivery Notes & Invoices

On each screen (in the pipeline view), there are now icons on each item to represent linked documents

Published: 18/02/2019
Visually Track PO’s

Visually Track PO’s

On the Purchase Orders screen, you can now see when your PO’s are due on a GANTT style view

Published: 12/02/2019
Photos can be Added to a Quote (without having to be in a section)

Photos can be Added to a Quote (without having to be in a section)

In order to give you more freedom with your images on the PDF, we have added functionality that allows you to add them to the general quote or job

Published: 07/02/2019
Simplify Quote and Other Edit Screens – Hide Fields You Don’t Want

Simplify Quote and Other Edit Screens – Hide Fields You Don’t Want

You can reduce what you and your team see on the edit screens by hiding and removing fields you don’t need

Published: 05/02/2019