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
Give your team all the information they need to produce quotes and orders in their sleep.
Wouldn’t it be great if you could store all of your items with all the information in one place?
Any software you use is only as good as the information you put in it which is why we have created an item management module which ensures you have the best information all the time.
Store your products, services or materials with custom fields, tags, images, specification sheets and so much more.
You can create kits, have items which are hidden from customers, associated items for upselling or alternative items you can swap out in a click.
Item management is a system for storing information relating to your catalogue of products or services.
An intuitive system should provide reporting against items, the ability to handle bulk discounts, multiple prices & currencies.
Things like product dimensions and weights should not only be included but any system should be able to calculate the totals of these when creating things like delivery note.
There is an array of standalone item management systems on the market, however ours is an integral part of our subscription plans to give you a seamless way of working with Zigaflow.
Below is a snapshot of some of the most popular key benefits from using the Item Management Module.
Do you want to store specific information and details against item 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 need visual and detailed information stored against your items?
Add multiple images to each product record. Include attachments such as specification sheets, or instruction manuals. Store items with dimensions, weights, labour times and costs and so much more.
Have you ever forgotten to add something essential onto a quote?
Create kits of multiple products, services or materials to quickly add them all to a quote in one click. Link to alternative or associated items to quickly swap out or add items to sales quotations.
Do you buy or sell in more than one currency or sell at prices depending on the customer or volume?
Create RRP’s in multiple currencies & different price lists which can be assigned to specific customers. Set volume prices against each price list plus volume discounts on your purchases from suppliers.
These are some of the most common modules where our customers benefit from what the Items Management module offers.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated 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.
A massively powerful modules, which can be connected to whole documents like jobs, but also linked to specific items or standalone. Artwork approvals, fault reports, RAMS are just a few of the ways you can use these.
...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.
Started using Zigaflow about 2 years ago, it's made many everyday business processes structured and organised. It has the ability to be flexible to cater to everyone's business needs and branding. The support staff are exceptional. I've been waiting a long time for a proposal software that works the way you want to work.
Ability to create many styles of proposal/invoice/Purchase order templates. - So much Flexibility and customisation - Items list / Catalogue - Ability to keep track of all your quotes/purchase orders/invoices and delivery notes in one place. - Plan/project manage your Jobs - The software is always improving.
This Software is very quick and easy to set up to get branded quote management implemented. Within 1 hour, we had loaded all our data into it, my team had already figured out how to use it and we're sending quotes to customers. We now have a tracker and reporting as well as being able to search through quotes history and content quickly which you could not do with word.