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Quotation software

Quotation software

A sales quotation or proposal is about much more than the numbers, and more a way for you to stand out from your competition. You could send a quote typed into an email, or create something in a typed document or spreadsheet, but why waste the time?

Every minute you spend writing a sales quotation or proposal is another minute you could be spending generating opportunities or closing sales. At Zigaflow, we’re here to fix that problem.

IncludedIncluded Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

Create quotes quickly and easily

Do you need to take your work on the go?

With Zigaflow, you can easily manage images you put into the system, from location to quote, seamlessly. Record important details, send a quote or quickly submit it to the office for approval. You can also allow sub-contractors to upload images and drawings directly to your quotes using the Business Management Software's eForms functionality.

CRM with Quoting Functionality

Quotations and Proposals that win business

Make an impact on your customers with documents that stand out.

Create stunning quotations and proposals and get them to your customers faster than your competitors. Use images to make a real impact, and tailor the layout of our templates until they look perfect. With electronic acceptance and customer customisation options, you’re sure to impress your prospects.

CRM with Quoting Functionality

Customise Zigaflow to suit your needs

Do you want to store specific information and details against quotation records?

With the Quotations module, you can create custom input fields on your quotes to match the data requirements you have, with different formats such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields.

CRM with Quoting Functionality

Automate your follow-ups

Does your team follow up religiously on each and every quotation?

The Quotations module allows you to create rules for different types of quotes which can automatically follow up on your sales quotations with well-crafted emails, or create follow up tasks to keep your team on track.

Quotations & Proposals that win business

Take card payments with Stripe

Thanks to our integration with Stripe, you have a faster way of taking payments from quotations and invoices that you send to your customers.

These payments are taken in a secure online payment page which you can view (along with your other Stripe payments) through our interactive dashboard.

Why not book a live quotations demo?

Show me what it can do
Quotations & Proposals that win business

Be a CRM wizard

Manage all of your customers in one place with the added functionality of generating quotes and assign them to that customer.

Manage your sales cycle from the moment you receive or create a sales lead, create quotations and/or proposals, and control the next steps in your sales process with ease.

Quotations & Proposals that win business

Tailor our templates

Our document templates are fully customisable which gives you and your team total control over what information is displayed and where.

You can also change fonts, colours and layouts to match your company’s specific style and wow customers with your presentation.

Quotations & Proposals that win business

See available items

When creating a quote you see available stock and any that are on order to replenish stock that has been sold.

Quotations & Proposals that win business

Sending quotes as attachments in emails

Back in the day, creating a quote was a lengthy process. Typing out your information in a document or spreadsheet, editing the design until it matched your brand, converting it into a PDF, and sending it off to your customer in a hand-typed email—it took a lot of time and work!

With Zigaflow, you can eradicate 90% of the hassle that comes with writing your quotes. All you have to do is choose a prebuild, input the customer’s details, and press send! Your beautifully-formatted and professional quote will be sent off to your waiting customer. How easy is that?

Import sections from other quotes

Import sections from other quotes

Import a pre-existing section of a quotation above or below your current section.

Importing one or more sections of products from previously created records or prebuilds means that, rather than creating a quote from scratch each time, you can import a previous section that already contains the selection of items you need. This saves you a significant amount of time in the long run.

Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Quotation software (or proposal software) is an application or software used to create sales quotations and proposals.

There are many available to use, but not all are created equal. A good software should have versioning, electronic sign off and provide detailed reporting insights into your sales activity too.

Having controls in place for things like approving quotations, managing pricing strategies or access for different team members should be essential considerations for businesses taking their sales process seriously.

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