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 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
We're constantly improving our business management software. Keep up to date with the latest changes and improvements here
Zigaflow customers can now schedule and send an SMS or text message to their contacts. When sending a text message, you can include the tags that you would include in an email.
Each SMS or text message can have up to 160 characters, this includes the tags that can be added to the message. If you do include a tag that means your message runs over the 160-character limit it will not be cropped and the full message will be sent.
SMS can be set up and automated in exactly the same way as emails through the config menu or sent on an individual basis for quotes, invoices, delivery notes and more. You can include a pre-defined message with configurable fields such as a name or address.
When an email is sent from the system, for example for a quote, the system can now add an email footer by default
When an email is sent from the system, for example for a quote, the system can now add an email footer by default. For example, if you are running a promotion and wish to publicise on our emails, a new one can be set up for a short period of time.
The footer can include the user’s name, position, telephone, etc. It can also include images.
Set up as many footers as required by clicking on the Cog -> Business Settings -> Email Footer.
Order tags may only be required in certain modules of the software – and there is new functionality to specify which modules ones
Order tags may only be required in certain modules of the software – and there is new functionality to specify which modules ones. For example, you can create tags that are only visible in the invoices module.
If you have already created order tags, they will be available in every module, unless otherwise specified by the user. To manage these, click on the Cog -> Business Settings -> Order Tags:
You can now apply a forecast/probable percentage to statuses in the quotations module
You can now apply a forecast/probable percentage to statuses in the quotations module. The value of a quote in that status is multiplied by the probability to give a weighted value.
The weighted values are displayed by clicking on the ‘Totals’ button in the quotations module. The values are filtered by the selectors on the left-hand side of the screen.
Create and save your own customised reports that can be viewed from the drop down menu
You can now create customised reports which can be saved and selected from a drop-down menu. As there are numerous report filters and options, there are countless variations available to you. Once you have a report that suits your requirements, you can save and input a unique name for that report. It will then be added to a drop-down field on the page, allowing you to select any of your reports and launch them in an instant.
Create canned email responses that can be saved to a library
When setting up a Pre-Build, you can add scheduled messages for automatic email communication.
When you add one of these scheduled messages, if it seems like something you would use at a later date, you can save it to the library of scheduled messages so you can quickly add it to any future Pre-Builds you create.
When uploading your logo or colour picker will determine the best colours to customise your dashboard
You can now upload a copy of your company logo, or a specific image, and you will see all the available colours of that image which you can then use to quickly apply to any of the following:
This lets you see your company’s brand reflected within Zigaflow so you can get the best experience possible.
Rename more modules within the system to fit a naming convention that suits your needs
For some time, you have been able to rename the majority of modules in the software. We have now extended this feature to include some of the remaining modules that you could not name before, as well as system terms to make the software even more user friendly.
The list of modules you can customise now includes:
Some of these system conventions are the most powerful features in the software. If you are not using these, get in touch with a member of our team and we will show you how to use them in your business.
Zigaflow have launched a bigger and better version of the software
Since the launch of my.zigaflow.com, there will be times when you will need to update your version of the software.
If an update is needed, you will see a button labelled “Update” in the top right-hand corner of the screen. If you are on the latest version, the button will not be visible.
Create and duplicate your leads workflows with the ability to make minor changes to differentiate them from one another
To make it even easier to set up multiple lead pipelines quickly, you can now create one pipeline, set all your statuses and default probabilities, then copy it to make a duplicate lead pipeline where you can make minor changes, so you don’t have to make each pipeline from scratch.
You can now display measurements in millimetres on your quotation records
You can now use the multiplier fields in quotation records to display millimetre measurements when the product or material is stored in the item list with a unit of ‘M2’.
When replying to customers from your integrated email account, you can now create and attach email templates
In conjunction with our new email integration (currently available on Office 365) you can create email templates to quickly respond to emails from customers in relation to their quotations etc. Email templates are available on the new integrated email functionality for standard responses on leads, quotes and more.