Create Professional Quotes That Win More Business
Stop losing deals to slow, error-prone quoting. Zigaflow helps you create accurate, branded quotes in minutes - with automated calculations, real-time tracking, customer e-signatures, and seamless conversion to jobs and invoices. Spend less time on admin and more time closing deals.
Quotes
is only available on the following plans:
Momentum
Go
Essentials
Quotes Business
Quotes Team
Quotes Solo
What is Zigaflow Quotes?
Zigaflow Quotes is professional quotation software that transforms how small and medium businesses create, send, and track quotes. Instead of wrestling with spreadsheets and risking embarrassing calculation errors, you get an intelligent platform that automates the maths, maintains brand consistency, and tracks every quote from creation to conversion. Whether you're a construction company pricing complex projects, a promotional products supplier managing hundreds of quotes monthly, or a service business creating detailed proposals, Zigaflow streamlines your entire quoting process.
The system centralises all your pricing information, customer data, and product details in one place. When you create a quote, Zigaflow automatically pulls in the right information, applies your markup rules, calculates totals with complete accuracy, and formats everything according to your branded template. You can add custom sections for different service categories, implement tiered pricing that adjusts based on quantity, configure customer-specific discounts, and include detailed terms without starting from scratch each time. The platform remembers your preferences and learns from your patterns, making each subsequent quote faster to create.
What makes Zigaflow particularly powerful is how quotes connect to your broader workflow. When a customer accepts a quote online through e-signatures, the system can automatically create a job record, send notifications to relevant team members via mentions, trigger purchase orders to your suppliers, allocate inventory, and even collect payment through integrated Stripe processing. This eliminates manual handoffs that slow down your sales process and create opportunities for errors. Your sales team, operations staff, and finance department all work from the same information, updated in real-time.
Unlike basic quoting tools that operate in isolation, Zigaflow gives you features designed for growing businesses. Built-in approval workflows ensure high-value quotes or special discounts get reviewed before sending. Real-time tracking shows you when customers open your emails and view your quotes, helping you time follow-ups perfectly. Comprehensive analytics reveal your conversion rates, average quote values, and which products generate the strongest response. Everything stays connected to your projects, inventory levels, and accounting systems through Xero, QuickBooks, or FreeAgent integration.
90%
Reduction in quoting errors when using automated calculations and pre-configured pricing rules instead of manual spreadsheets
60%
Time saved on quote creation and management by eliminating repetitive data entry and using reusable templates
30%
Average increase in quote-to-order conversion rates with professional presentation and timely follow-ups
Endless Repetitive Work
Problem:
Creating quotes from scratch every single time is exhausting and eats into your selling time. You're copy-pasting customer details from emails, looking up product prices in spreadsheets, manually calculating discounts and totals, and formatting everything to look professional. What should take minutes stretches into hours, especially when dealing with complex multi-item quotes. Meanwhile, your competitors are sending their quotes while you're still building yours, and potential customers grow impatient waiting for pricing information. The repetitive nature of quoting drains your energy and enthusiasm for sales work.
Solution:
Zigaflow eliminates repetitive work with intelligent automation and reusable templates. Customer information, product pricing, and tax rates automatically populate when you start a new quote. Your branded templates apply consistent formatting instantly. For recurring quotes, duplicate previous versions and adjust as needed. The system remembers your markup rules, discount structures, and standard terms, so you review and send rather than building from zero. Connect quotes to leads and customer records flow through automatically.
Embarrassing Calculation Errors
Problem:
Manual calculations are a minefield of potential mistakes that damage your reputation and bottom line. You might transpose numbers, forget to apply a discount, miscalculate tax, or use the wrong exchange rate. These errors don't just cost money when you underquote - they destroy professional credibility when customers spot the mistakes. Even worse, when errors slip through and you've already sent the quote, you face the awkward choice of explaining why the numbers were wrong or absorbing the cost difference to save the relationship. Either way, you look unprofessional and untrustworthy.
Solution:
Zigaflow automatically handles all calculations with precision. When you enter quantities and prices, the system instantly computes line totals, applies your markup percentages, calculates section subtotals, adds tax, and displays the final amount. If you change any value, everything recalculates in real-time. The system prevents common errors like forgetting discounts or using incorrect tax rates. Review quotes with confidence knowing the maths is perfect every time, and your invoices will match exactly when you convert.
Inconsistent Brand Presentation
Problem:
When different team members create quotes using their own templates or formatting styles, your company looks disorganised and unprofessional. Quotes vary in layout, use different fonts and colours, include inconsistent terms and conditions, or miss key company information entirely. This inconsistency confuses customers, makes it difficult to compare quotes from your own organisation, and undermines the professional image you've worked hard to build. Your brand should look polished whether the quote comes from your newest sales rep or your most experienced team member.
Solution:
Zigaflow ensures every quote reflects your brand perfectly through customisable, company-wide templates. Set up your branded template once with your logo, colours, fonts, standard terms, and layout preferences. From that point forward, every quote automatically uses your approved design. Team members focus on content - products, pricing, and customer-specific details - while the system handles consistent formatting. Your quotes always look professional and unmistakably yours, building customer confidence.
Lost Quotes and Missed Follow-ups
Problem:
Without centralised tracking, quotes disappear into email inboxes and filing systems never to be seen again. You can't quickly see which quotes are outstanding, which customers have viewed them, or which ones desperately need follow-up. Sales opportunities slip through the cracks because nobody remembered to check in with the prospect. You waste time hunting through emails trying to find that quote from three weeks ago, and customers grow frustrated when you can't quickly reference previous pricing discussions. Money literally walks out the door because of poor organisation.
Solution:
Zigaflow provides complete visibility into every quote's status and history. See at a glance which quotes are drafted, sent, viewed, accepted, or rejected. Track when customers open quote emails and how many times they've reviewed the document. Automated reminders prompt follow-ups on pending quotes. Email conversations stay attached to relevant quotes through integrated email, so anyone on your team can see the full history. Use mentions to alert colleagues when quotes need attention.
Approval Bottlenecks Slowing Sales
Problem:
Getting approval for quotes with special pricing or high values creates frustrating delays that cost you deals. Sales reps send emails or messages asking for sign-off, managers review quotes without proper context, and customers wait days for responses. The back-and-forth approval process happens outside your quoting system, making it impossible to track who approved what and when. Sometimes quotes get sent without proper approval, exposing your business to unprofitable deals or policy violations. Other times, deals die while waiting for someone to click approve.
Solution:
Zigaflow streamlines approvals with built-in workflow automation. Set thresholds for values or discount levels that require approval. When a quote exceeds limits, the system automatically routes it to the appropriate manager and prevents sending until approved. Approvers receive email notifications with direct links to review quotes in context. They approve or reject with comments, and the system logs everything for audit purposes. Sales reps get notified instantly when approval is granted, eliminating the waiting game that kills momentum.
Disconnected Quote-to-Cash Process
Problem:
The journey from quote to payment involves too many manual handoffs and disconnected systems that introduce errors and delays. After a customer accepts a quote, someone manually creates a job or order, then separately creates an invoice, updates inventory, notifies production, and tracks payment. Each step risks data entry errors, information getting lost, or processing delays. Your team wastes time re-entering the same information across multiple systems, and customers face longer wait times for their orders to begin. The disconnect between systems creates gaps where things fall through.
Solution:
Zigaflow connects quotes seamlessly to your entire workflow. When customers accept quotes through online e-signatures, automatically trigger job creation, inventory allocation, purchase orders to suppliers, and invoice generation. The system maintains all quote details - items, quantities, prices, customer information, special instructions - as orders flow through your process. No re-entering data, no manual handoffs, no delays. Your quote-to-cash cycle accelerates while accuracy improves across every step.
No Insight Into Quote Performance
Problem:
You're sending quotes into the void with no idea what's actually working and what isn't. Which products generate the highest interest? What pricing levels convert best? Which sales reps have the strongest quote-to-win ratios? How long does it typically take from quote to acceptance? Without this data, you're making pricing and sales decisions based on gut feeling rather than evidence. You might be pricing too high and losing deals, or too low and sacrificing margin unnecessarily. Your competitors who track this data have a significant advantage.
Solution:
Zigaflow provides comprehensive analytics on your quoting performance through built-in reporting. Track conversion rates by product, customer segment, sales rep, quote value, and time period. See which quotes customers are viewing but not accepting. Analyse average time-to-close and identify bottlenecks in your sales process. Use this data to refine pricing strategy, identify your most effective salespeople, and understand which products generate the strongest response. Make data-driven decisions that improve both conversion rates and profitability.
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How it Works
Create Your Quote
Start a new quote from a lead, customer record, or from scratch. Select your customer and Zigaflow automatically pulls in their details, contact information, and any custom pricing agreements. Choose products from your catalogue or add custom line items. The system applies your pre-set markups, discounts, and pricing rules automatically. Add sections to organise related items, include descriptions and notes, and customise terms as needed. Your branded template formats everything professionally as you work.
1
Review and Adjust
Preview exactly what your customer will see with one click. Check that all calculations are correct - the system has already applied markups, discounts, section totals, and taxes automatically. Make any final adjustments to pricing, quantities, or terms. If the quote requires approval based on value or discount level, request approval directly from the quote screen. The approver receives an email notification and can review and approve with a single click, keeping your sales process moving.
2
Send and Track
Send your professional quote via email directly from Zigaflow with your custom message. The system generates a PDF with your branding and attaches it automatically. For quotes with e-signature enabled, customers receive a link to view and accept online. Track when the customer opens the email, views the quote PDF, and how many times they review it. Set up automated reminders to follow up if you haven't received a response.
3
Customer Accepts Online
When customers are ready, they accept your quote online with an e-signature, providing any required information like purchase order numbers or project details. If you've enabled Stripe payments, they can pay immediately by credit card. The system sends automatic confirmation emails to both the customer and your team. The quote status updates instantly, and any configured automations trigger - creating jobs, sending mentions to team members, or starting production workflows automatically.
4
Convert to Jobs and Invoices
Accepted quotes automatically flow into your job management, inventory, and invoicing systems. All quote details - items, quantities, prices, customer information, special instructions - transfer without re-entry. Create purchase orders for suppliers, schedule production work with works orders, allocate inventory, and generate invoices with confidence that everything matches the original quote. Track the entire lifecycle from quote to delivery to payment, all connected in one system.
5
How do I customise my quote templates to match my company branding?
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Zigaflow provides a flexible template editor that lets you create professional quote PDFs matching your brand identity. Navigate to settings and select Quotations then Document Templates. Upload your company logo, set brand colours, choose fonts, and arrange quote element layouts. Templates use variables in curly brackets like {customer_name} and {quote_total} that automatically populate with data from each quote. Add static text for terms and conditions, create custom headers and footers, and design how line items display. The template supports tables for organising items, section totals, and grand totals. Once saved, all new quotes automatically use your design. Create multiple templates for different business units or quote types and select the appropriate one when creating each quote.
Can I set up automatic markup and discount calculations on my quotes?
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How does the quote approval workflow work for high-value quotes?
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Can customers accept my quotes online with electronic signatures?
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Absolutely. Zigaflow's e-signature feature lets customers review and accept quotes online, dramatically speeding up your sales process and eliminating paperwork. Configure e-signatures for quotations in settings. Define what status change occurs when a quote is accepted - typically changing from Sent to Accepted. Customise what information customers must provide when accepting, such as purchase order numbers, project start dates, or contact details. When you send a quote with e-signatures enabled, customers receive an email with a secure link. They review the quote online, provide required information, and click Accept Quotation. The system immediately changes the quote status, sends confirmation emails to both customer and your team, and can trigger automated actions like creating a job or invoice. A signed PDF is automatically generated and stored with the quote.
How do I track which quotes customers have opened and viewed?
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Can I create quotes with tiered pricing or volume discounts?
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How do I create jobs or invoices automatically from accepted quotes?
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Zigaflow's automation system triggers actions automatically when quotes reach certain statuses, eliminating manual data re-entry. Go to settings and select Automations then create a new rule for quotations. Set the trigger for when a quote's status changes to Accepted. Choose your action - create a job, create an invoice, send email notifications, or trigger multiple actions in sequence. When creating a job or invoice from a quote, the system copies all relevant information: customer details, line items with quantities and prices, special instructions, delivery addresses, and custom fields. Set up automations to notify team members via mentions when high-value quotes are accepted, trigger purchase orders to suppliers for required materials, or update inventory allocation. These automations ensure accepted quotes immediately flow into operations without anyone manually re-creating information.
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