Find out how each modules works and how it can improve your business
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 carefully 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
Sometimes, you might work with suppliers and products where costs vary so you can’t have fixed costs stored in your items list. Other times, you might have more than one supplier from whom you buy specific products or materials. Maybe you just want to secure better prices for a specific customer project where you need to get a competitive edge or improve your profit margin.
Either way, our Requests for Quotations module (or ‘RFQ’ module) will let you manage all of this without the time-consuming calls and emails.
With the RFQ module, you can request a quotation to one or more suppliers at the click of a button, and track your suppliers’ responses within the system, while keeping the RFQ record linked to the specific quotation or job from which it came.
This module allows you to create custom fields that 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.
When any supplier has responded to your RFQ and approved it, the status can then be updated automatically. This can then trigger the next stage of the process by automatically booking in stock once the supplier has sent you a purchase order.
Generate a purchase order from within the RFQ record to that supplier, all you have to do is click a button. Doing this creates a link between the two records and gives you a complete audit trail of activity—with no added fuss. It’s really that simple.
Quickly create RFQs that are sent to individual suppliers or send an RFQ to multiple suppliers directly from a quote or job. Once a supplier has been added to the RFQ, you can only add items that are available from them.
In response to your request, suppliers can upload a quote in a variety of formats with their name and a message field and then submit prices to you. Once the RFQ has been received any attachments are stored against the RFQ for you to review.
In every RFQ you can view the timeline which will include each interaction with that supplier for that particular RFQ. This includes dates when the RFQ was requested, when you received the response and any other additional communications you may have had.
Create your RFQ templates within Microsoft Word in your own branding or style and upload them to Zigaflow. Use our variable tags to determine what information is populated in your RFQ when it’s created. You can create your own RFQ template or edit one of available templates.
Upload different document types to support your RFQ, file types include: word doc, images and PDF’s. Files that are uploaded can be visible to internal users or shared with the associated suppliers. This could include things like drawings, renders or more detailed specifications.
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.
An RFQ (Request for Quotation) is used to describe a document sent to a supplier detailing products and quantities for which the sender would like to receive a quotation.
An RFQ software allows you to quickly create, send and track these requests and their responses.
This is something which used to only be available to and used by corporations, but more recently this technology has become widely available to all at an affordable price.