Quikflw is an online set of tools for helping you to create and manage your Quotations, Jobs/Sales Orders, Purchase Orders, Invoices, and Delivery Notes as well as providing integrated Stock Control/Inventory Management.
Powerful template functionality enables you to expand your quotes by automatically generating covering letters or specifications. Create job sheets, risk assessments and invoices and other documents from the data already in the system. Allow your clients to edit and accept your quotes and pay immediately.
Quikflw includes a CRM database with event management and sales pipeline. It also integrates with leading software systems such as Xero, QuickBooks, Salesforce, Zoho, and others.
Quikflw is simple and easy-to-use allowing you to manage your business paperwork with a few clicks.
Remove the tedious and repetitive chore of manual data entry. Get setup and running in no time.
Quikflw runs on any web browser with your data stored securely and backed up regularly.
There is a price suitable for every size and type of business.
Create and send quotations to your clients in seconds. Allow clients to adjust and order online. Forecast profitability.
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Use a Job/Project to track costs against your forecast and know when an overrun is imminent.
Book out from Stock, get customers to sign electronically and convert to invoices at the click of a button
Generate your invoices from quotes and jobs, or create them from scratch. Quickly export your invoices to your accounts system
Create purchase orders from quotes or jobs. Send electronically and track outstanding quantities.
Book in from Purchase Orders and out with Delivery Notes.
Track your customers' details and interactions. Syncs to other CRM's so you can continue to use them.
Group products or services into kits, add your own custom fields and use multiple images.
Create and send personalised professional and attractive looking documents using our existing PDF templates or customise your own templates to match your business branding.
You have complete control of how your Quotes, Order Confirmations, Delivery Notes, Purchase Orders and Invoices look. Include your logo, T&C's, information about your company or product. Add front cover pages to quotes to really make an impact.
Download or print your documents or email them directly to your customers from the system.
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Manage your whole business workflow in one dashboard.
Move from Quotes, to Jobs, to Delivery Notes and Invoices in one easy system the whole team can use.
Convert quotes to jobs / sales orders and invoices. Generate purchase orders based on quotes or jobs at the click of a button.
Your clients can accept your Quotations and Confirmations on a webpage. The system is updated automatically, sending you a notification.
Don’t need a tool? Just skip it and add to your subscription later as needed.
Want to ensure only accounts have access to invoices? Do you want to prevent sales teams seeing others' quotes?
Quikflw gives you all the control and user management you need. Set which users can access which modules and give them distinct user roles, each with their own privileges.
*No credit card required, subscription can be edited after you register
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