Quotation software

Our quotation software is by far the best choice if you are serious about winning more business.

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Quotation software

Quotation software

Create sales quotations or proposals that will make you stand out from your competitors. Showcase the quality of your business and give your customers and prospects everything they need to make a quick decision to work with you.

It’s time to work smarter. Create better quotations in a fraction of the time. Automate the steps in your follow ups so you never miss an opportunity. Increase your conversion rate and speed of acceptance with built-in, easy to use electronic signatures.

No matter how you currently do quotes, you will see a massive improvement in your sales efficiency and more importantly – results!


Create and send a quote in 2 minutes

It can take as little as 2 minutes to create and send a quote to your leads and prospects. We have run through a very simple quote that was created and emailed within 2 minutes.

Don't spend hours creating quotes in tools such as excel or other outdated software when Zigaflow can save you time and effort.


Create quotes quickly and easily

It’s never been easier or quicker to create sales quotations or proposals.

Quickly add products, services or materials at the click of a button. All images, details and pricing are stored in your items list to save you time and effort, and to ensure everything is included on every quote.

Step-by-step screens guide you through the process of creating your quotes, making it quick and easy for anyone to start creating sales quotes.

Customisation options to suit your business

You can configure Zigaflow quotations to hold all the information you need – including numbers, single-line text, multi-line text, checkboxes, dropdown options and date fields.

Get started quickly with our quote templates

Get started quickly with our quote templates

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

Offer multiple quantities for a product

Offer multiple quantities for a product

Zigaflow can produces column-based quotations (in addition to working in the row-style) which are ideal for sectors such as Promotional Merchandise. Add in set-up costs and per unit costs with ease and produce quotations that look great.

Create Quotations on the move

Create Quotations on the move

Zigaflow quotation software works on all modern phones and tablets with an internet connection. Add photos your quotation, pull products in from the library and send directly to the client in seconds.

Offer multiple quantities for a product

Save time by emailing your quotes directly

You don’t need to type the email, download the quote PDF to your machine, upload to the email and then press send.

Simply click on a button to create the email with the PDF attached and it is ready to go. Select from your set of email texts, edit as needed and then press send. Your email text is recorded in the system for easy reference, and the status of the quote is changed automatically, setting up your email chaser sequence.


Follow ups

It’s never been easier or quicker to create sales quotations or proposals.

Quickly add products, services or materials at the click of a button. All images, details and pricing are stored in your items list to save you time and effort, and to ensure everything is included on every quote.

Step-by-step screens guide you through the process of creating your quotes, making it quick and easy for anyone to start creating sales quotes.

Automated follow-ups to increase sales

Automated follow-ups to increase sales

80% of sales are closed once you have contacted customers more than 5 times

Systemise your follow up process with sequences of pre-defined steps to help increase your sales. Emails and SMS messages can be sent to your customers and prospects. Automatically create tasks for you to make phone calls or contact through other channels like LinkedIn. The best sales people achieve results through a systemised approach – now you can too!

Make quote acceptance easy with eSignatures

Make quote acceptance easy with eSignatures

Zigaflow includes functionality that allows your clients to eSign your quotations – speeding up the acceptance process and making it easy for them to buy from you.

You and the customer both get confirmation emails as soon as it has been signed – so you can get on with the job without having to create and send an order confirmation or contract for signature. If you use the invoice functionality in Zigaflow, this signing can automatically generate and send an invoice for customers who need to pay some or all before starting the work.

Take Client Payments Immediately

Take Client Payments Immediately

Make it easy for your clients to pay you as soon as they have decided to go ahead.

Once they have electronically signed the quotation they can pay by credit or debit card. Alternatively, if you use the Zigaflow Invoice functionality, invoices can be issued to the customer with specified payment terms.


The next steps

It’s never been easier or quicker to create sales quotations or proposals.

Quickly add products, services or materials at the click of a button. All images, details and pricing are stored in your items list to save you time and effort, and to ensure everything is included on every quote.

Step-by-step screens guide you through the process of creating your quotes, making it quick and easy for anyone to start creating sales quotes.

Track email correspondence with your customers

Track email correspondence with your customers

Does it take time for you to find emails about a quote? Or worse, if a team member is on vacation you simply can’t access them?

Zigaflow quotations allows you to track your correspondence with the customer through the whole process. With sharing set up, other members of your team can see all the emails for a quote (but not see any other emails).

Save time quoting existing customers

Save time quoting existing customers

Not only can you copy quotations, you can pull in groups of products and services from their previous quotes. You can see when you last quoted a product or service to the customer, at what price, and add it to a quote at the click of a button. No more time wasted searching back manually through old quotes!

Automatically create invoices/delivery notes

Automatically create invoices/delivery notes

Once a quote has been approved an invoice and/or delivery note can be created automatically to keep the process moving forward. An email can be triggered to notify the relevant departments that a quote has been approved and an invoice or delivery note has been created.

Interested? Take the next steps today

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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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