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
Our quotation software is by far the best choice if you are serious about winning more business.
Do you want the best, fastest way to create, send & track sales quotations and proposals?
Every minute you spend writing a sales quotation or proposal is another minute you could be spending generating opportunities or closing sales.
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?
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.
Below is a snapshot of some of the most popular key benefits from using the Quotations Module.
Do you want to store specific information and details against quotation 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.
Are there times when you want to be able to take card payments?
Connect your stripe account and choose to enable payments on all or some quotations to enable customer to pay directly via a secure web page without any involvement from your team.
Does your team follow up religiously on each and every quotation?
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-point.
Would you like more control over how your quotations appear to your customers?
Our document templates are fully customisable, giving you full control over exactly what information is displayed and where. You can also change fonts & colours to match your brand & style.
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.
Real-time reporting and leaderboards give you all the information you need.
Get stunning quotations and proposals to your customers faster than your competitors.
Use images to make a real impact, and tailor the layout of templates the way you want them to look.
With electronic acceptance and customer customization options – you’re sure to impress.
Take photos, record details, send a quote or submit it to the office to check. Easily manage photos within the system - from location to quote seamlessly.
Allow sub-contractors to upload photos and drawings directly to your quotes without giving them access to the system or quotes using the Business Management Software's eForms functionality.
These are some of the most common modules where our customers benefit from what the Quotations module offers.
At the click of a button create RFQ’s to your supply chain from the quotation or job. This is ideal for businesses where cost prices fluctuate, or who maybe just wants to negotiate discounts to boost profits.
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.
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.
With a national sales force, we needed software that can be accessed by everyone. The sales managers all raise the quotations, and they are signed off and sent by the admin staff at HQ, so we can ensure the correct components have been added and the quote is technically sound. We have reduced the requirement for additional admin staff as the quote is submitted as a request and then checked, rather than the sales force requesting a quote to be raised. I can see at a glance what the profit margin is on each quotation, I can also combine a couple of options onto one quotation by using sections, which reduces the number of duplicate projects on the system. Finally, the search function on the software is excellent; if I need to see all the quotes with a certain product on it this can be done in a matter of seconds without having to export to excel. Overall, I believe the implementation of this software has streamlined the quotation process and freed up time which would normally be spent on quotations to other areas of the business.
Zigaflow has a wide range of modules and features with very easy customisation to suit your business needs. Updates are regular and customer service is outstanding, always happy to help add new features. It does absolutely everything a business needs and has a smooth integration with Xero. Could not think of any negative criticism if I tried, top stuff!
After trying many workflow systems and wasting many months and lots of money we found Zigaflow. Its been amazing in streamlining the work process and saving us countless hours of frustration. Support is first class and the company actually respond to feedback and make adjustments for the better, very refreshing. Keep it up!!!