Deliver professional quotes and proposals and beat your competition.
Add your branding and logos to the highly configurable quotation templates. Include product/service and other images easily. Add front covers and additional information sheets to make the best possible impression on your customers.
Automate your sales process and quickly create beautiful quotes and proposals.
Select one or more reusable template from template library. Add products or services from your price list and customers from the CRM. Send directly to your customers with auto-generated email content.
See when clients have opened your email so you can quickly follow up.
View your quotes and proposals by whether they have sent, approved or declined and by date and salesperson. Search quotes and proposals by client, number and project.
If you need to visit client sites to start a quote, Quikflw allows office staff to see onsite quotes and photos immediately and complete the quote.
Quikflw automatically pulls together all the product details you need onto the quote. This allows you to send them directly from the system so your client can approve the job and you can get on with it. Hours of delay are transformed to virtually instantaneous quotes and sales.
All your quotes will be in the same place, in the cloud, and Quikflw’s screens make it easy for you to see what quotes need to be chased up.
You can also set up automatic emails to your inbox every morning letting you know which quotations need chasing that day (when you subscribe to the automation module).
If you need your staff to take photos, record details and even send a quote when they are onsite at a client’s Quikflw makes it easy. If you prefer for your office staff to check, complete and send quotes Quikflw takes all the hassle from the process. Stop typing into the office system from paper copies, or scrabbling around trying to find the correct photo for each location then manually adding to the quote.
No installation is required on your smartphone – ideal if you use sub-contractors where you can’t ask them to install your app on their phones. And it doesn’t matter whether they are using Apple, Android or Windows – they only need to be using a modern smartphone.
Allow your customers to edit and accept your offer without them having to pick up the phone. Automatically provide all the proposal information they need with an auto-generated online page.
Close the deal faster when clients e-sign the agreement and optionally make an immediate credit card payment. Get notifications when your client has signed and paid.
Auto-generate and send an invoice from a quote. See when they have been opened and effortlessly export to your accounting software.
Pull in and synchronise customers and prospects from your CRM. Update opportunities in your CRM when a quote status’ changes.
Push invoices to your accounting software. Create a quote based on data imported from another system. Export quote details so you can import them into other systems.
Use the leaderboard to monitor your sales people
Know what profit you are making, by sales person, and by customer
Configure the dashboard to show what you want to track
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