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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
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Create stunning quotes with images & incorporate CAD designs, manage production through to installation in one software
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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
Zigaflow offers a broad range of quotation templates that our customers can use and customise for their business, but what information do you need to include on a quote document?
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What information should you include on a quotation template?
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Zigaflow offer a broad range of quotation templates that our customers can use and customise for their business, but what information do you need to include on a quote document?
It is imperative that you include your own business information. Once a quote is received by a potential customer, they need to know who it has been sent by as well as who to contact if they wish to proceed to the next step.
Information to include:
If you include any of the above information on your letterhead or as part of the design, there is no need to add them again.
Make sure to include who the quote is for. This information will be similar to the details you included for your own business:
When creating a quote through our Quotation software a reference number is created automatically, saving you the hassle of creating a number that is unique.
If you are using a text editing program or something similar you can start with the number 1 and keep increasing the number by 1 for each quote you create.
If you create quotes that are valid for a set time period (such as 30 days), include a date of issue to provide the client with a reference date. The date of issue is generally set to the date the quotation is sent.
Include the products or services you are quoting for as line items. You can include a range of information about each item including:
If there are costs for labour or materials, you may want to list those items separately. Items can also be listed separately if they are required at a later stage of a project.
After you have added all items to the quote, you can calculate the total cost for a project. This can be broken down with a value for VAT or taxes with a subtotal that does not include any taxes.
If any discounts are provided to the customer, you should show the discount value or amount and the reduced amount. Finally include an overall cost for the project. This will include VAT or taxes and is the final figure that a customer will need to pay.
You can stipulate any possible variations in the project you are quoting for, for example, that any additional work that may be required would be charged at a certain rate per hour. You would need to explain under what conditions extra work may be required.
The T&Cs allow you to include how you want the total amount to be paid, such as a percentage of the total value up front and the rest paid on completion or after 30 days. Every business is different, so it is up to you to write detailed terms that match your organisation.
By adding a notes section, you can include any information that doesn’t fit anywhere else. This can include a timescale for any work that needs to be carried out, or when physical products are likely to be dispatched.
You can also include a thank you to the client for the opportunity to quote for them.
The fastest way for a quote to be approved is by incorporating a sign-off element to the quote. This can be done in a variety of ways.
For a printed/physical quote you will just need a section where the customer can put their signature, printed name and the date.
If the quote has been provided digitally you can add e-signature functionality with an e-form. This is the quickest way for a quote to be approved and returned as you don’t need to physically send the quote back as it can be emailed.
The information listed above will help you put together a great quotation that can be sent to customers. If you are creating quotes manually it can be quite time consuming. Zigaflow can provide you with the tools to create quotations quickly and easily without having to spend hours creating quotes.
Sales & Marketing Director
Having started his journey with Zigaflow as a customer who took a keen interest in what the software could become, Euan joined us to lead our Sales & Marketing. Euan loves all things Business, Sales & Tech.
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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.
Smooth, helpful, reliable and friendly.
The team is incredible. The portal is great and ever-evolving, but they are also open to custom work and tweaks on the software to cater for our business. I run a successful technology company and it's ever-evolving so it's incredibly important that the technology we use moves in the same waves, it certainly does!! I've tried around 20 systems and this is the only one that would deliver what I needed.
We have been using the system for over a year and it has transformed our business. With the help from the Zigaflow team we’ve been able to improve systems, speed up processes and convert more sales
We searched for a solution for months and this was the only one for us. I would strongly advise trying Zigaflow out for your business.
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.