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
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 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
Choose from our selection of pre-built word document templates designed to be used with our software.
These word document templates are designed to be used in conjunction with our software. These are fully customizable, so you can edit layouts, fonts, colours and more to tie in with your branding & styling.
In each you will find tags for fields within your Zigaflow account, you can add or remove these where necessary and when you add custom fields to your account you will see you will have a tag for each of these too.
If you are not using Zigaflow, you can download these and use as standalone templates should you wish, however if you want a much more efficient way of working, why not sign up for a trial or request a demo to see how Zigaflow can revolutionise your way of working.
The way these appear in the tiles is a preview of how these are output as PDF’s when using Zigaflow, and will differ from how they look when you first open them in word.
If you’d prefer more assistance with using the templates in Zigaflow, why not speak with us about our Managed Service.
Using the buttons below select the type of document template you are looking for.
Request a call back from one of our team
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.
We subscribed to Zigaflow specifically to make our purchasing process more efficient. I highly recommend this app, the support is fantastic, and it really has saved us a lot of time. There is a lot more that we could potentially use it for, which the team at Zigaflow have demonstrated. It is very professional but also affordable.
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.
We are able to put out professional-looking quotes in a fraction of the time it used to take us. Using the Zigaflow software has also helped us manage our margins on products better, where in the past we would often over-discount products to win a project.
Having used similar software before, I found Zigaflow to be much more customisable and easier to tailor-make for our company needs. The quote templates are easy to set up and can be changed at any time, adding and changing products on the system is also very intuitive and easy. One of my favourite features is being able to see exactly what my margin and mark-up is while doing a quote and applying discounts.