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
You need your customer to sign off the form and get it back to so you can send out their deposit invoice.
Can you just imagine if you had the tools to get that form signed off on the same day?
There are lots of tools on the market to get documents electronically signed off, this is nothing new.
The difference is our eForm module is tightly integrated with other modules in the software, and works in ways you couldn’t with any other tool.
Whether it is artwork approvals, fault reports, RAMS documents or producing certificates, we’ve got it covered.
No-one wants paper forms – not really!
An eForm is essentially an electronic version of what was a paper-based document.
It’s a way to gather information from customers, suppliers or subcontractors quickly and effectively with minimal fuss.
There are massive gains both in timesaving, but also environmental too, as using eForms massively reduces the need for paper and print.
Gone are the days of having to email a form for someone to print, scan and send back after they’ve signed.
Below is a snapshot of some of the most popular key benefits from using the eForms Module.
How do you gather information from customers, suppliers or subcontractors?
A structured way to gather and store data from 3rd parties. All information submitted is stored in the system for you to access and review as required. eForms can also be linked to specific items, quotations or other records.
Do you need to produce documents not covered in other areas of the system?
Use the eForms module to collect information which can then be used to produce documents based on your needs. Everything from risk assessments, RAMS documents, certificates of conformity or site reports are all possible.
Do you do any artwork or designs which need approving?
The eForms module can be easily used to get things approved. Simply create an eForm pre-build to match your requirements, and upload with your designs to send off for electronic sign-off.
Do you want to be able to get work signed off on-site?
Create eForm pre-builds with predetermined questions, mandatory image uploads and much more. Send these to customers, subcontractors or 3rd party logistics teams to get your work signed off every time.
Reduce your spend on paper, ink and postage by using e-signatures. Speed up the process for quotation approval, signed contracts, delivery notes and any other area of your business that requires a signature.
Electronically signed documents are legally enforcable in a wide range of countries around the world, so rest assured that any signed documents are legally binding.
These are some of the most common modules where our customers benefit from what the eForms module offers.
Store your product catalogue with the choice of adding custom information, tags images, default attachments and so much more. Create kits of multiple items, set associated and alternative items with excel imports.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automate your follow up processes to always control the next steps. Best in class by a long mile.
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.
...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.
Simple enough for any staff member to operate with ease no matter age or experience using computers. This program has increased our efficiency by tenfold with creating quotations, order forms and generating invoices. Offers a basic but extensive enough CRM system to manage your daily tasks.
We needed an online system which would allow us to track customer orders right through from quotation to delivery and invoicing.
Until then we had an accounts package which allowed us to produce Quotation, POs, and Invoices but didn’t really link them together.
We are able to put out professional-looking quotes in a fraction of the time it used to take us. Using the Zigaflow software has also helped us manage our margins on products better, where in the past we would often over-discount products to win a project.
Having used similar software before, I found Zigaflow to be much more customisable and easier to tailor-make for our company needs. The quote templates are easy to set up and can be changed at any time, adding and changing products on the system is also very intuitive and easy. One of my favourite features is being able to see exactly what my margin and mark-up is while doing a quote and applying discounts.