Quotations

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.

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.

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

Zigaflow can produce 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.

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.

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.

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 salespeople achieve results through a systemised approach – now you can too!

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 invoicing 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.

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.

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 allow you to track your correspondence with the customer throughout 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).

Not only can you copy quotations, but you can also 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, and 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!

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.