Simplify processes, reduce administration tasks and improve the quality of your operations
Get your quotations to look how you want them, in your branding and styling
Our back office software can be utilised to automate a range of time-consuming tasks
Providing your customers with the best level of service doesn't have to be difficult
Take a look at some of the industries who massively benefit from using Zigaflow
Attractive sales quotes plus job, project, contract & asset management which will leave your competition behind
Split your quotes and jobs into different locations, and include images on your quotes and other documents
Quotations, RAMS, certificates, jobs, projects, inspection schedules, invoicing & so much more on tap
Quickly create detailed quotes, manage your jobs, projects, invoiceing, ordering and maintenance all in one place
Quotes, installations, site visits, maintenance, tickets, contracts, client asset management - It's all here
Create stunning quotes with images & incorporate CAD designs, manage production through to installation in one software
Browse our careully selected integrations to add value to your business
An unrivaled Xero Connected App which will let you do business like never before
Connect to QuickBooks for customers, supplier, invoices, purchase orders and more
Take card payments from quotations & invoices at low transaction fees & fast payout
Connect your Gmal account, to send documents, reminders from your chosen email account
Send quotations, order confirmations, invoices and reminders from your chosen email accounts
Combine the marketing automation in Mailchimp and the raw power of Zigaflow
A contract is much more that just your terms and conditions.
Would it not be better if it was more focused on improving the relationship with your customer?
There could be any number of reasons you have contracts with your customers.
You might provide ongoing reactive maintenance in return for a monthly fee, or maybe you offer extended warranties as part of your sales cycle.
Whatever the nature of your customer contracts, you are sure to find everything you need to minimise any administrative time.
Create routine site visits, recurring invoices, scheduled tasks & correspondence specific to each contract.
Contract management is normally used to describe the process of creating, sending and storing contractual agreements between you and your customer.
More advanced capabilities enable you to set different contract lengths, payment cycles & automate the process of creating jobs and tasks at pre-determined intervals.
Any good contract management software should allow you to manage different types of contracts simultaneously with no fuss.
Below is a snapshot of some of the most popular key benefits from using the Contract Management Module.
Do you want to store specific information and details against contract records?
Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.
Do you provide different types of customer contracts, like servicing & warranties?
Easily create different types of contracts which can be used to assign to specific contracts and contract pre-builds. You can use the contract types to filter out information to give you a clear view of your different contracts.
Wouldn’t it be great if either you or your customer could be prompted about their renewal?
Set rules for different types of contracts which control when reminders are sent, to who, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly.
Do any of your contracts require you to undertake specific jobs or tasks?
You can create rules specific to different contract pre-builds or individual contracts which will automatically create routine jobs and/or tasks which you may have to complete as part of your agreement with your customer.
These are some of the most common modules where our customers benefit from what the Contract Management module offers.
Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.
Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.
Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.
...to see how our solution can help your business
The beauty of Zigaflow's quotation software is that it is intuitive, user friendly and can be modified to work around our business without compromise. In 18 months we have been able to increase our output of quotations by 300% and, with the inbuilt online quotation approval, our customers have been able to sign off on their quotations without any delays.
I am getting everything I require through the Zigaflow system plus more bonuses than I would’ve expected. The cost was well within our budget and the only extras are those available any time I wish to upgrade at any time.
The set-up is personal and very helpful and I am extremely happy with everything, especially how easy the system is to use and customise. Thanks again – One more very happy customer.
As a company, our experience has been very positive. The team at Zigaflow are always very helpful and on hand to solve any issues / give advice. They also take on board improvement suggestions and look to implement them ASAP if viable.
Lots of different functionalities remove the need for multiple software Always upgrading and improving very flexible software.
The benefits of having this software are we now have visibility within the business, figures are more accurate and it has made the team more productive with the everyday running of the business.
Easy to use, it has changed the way we work. Spreadsheets have gone. We now place quotes and turn them into jobs, we can see a true costing of the business now with the supplier PO's and exporting the information into Sage has also made the accounts team more productive.