More Sales in Less Time- Quikflw Quotation Software

Produce attractive quotes in seconds using Quikflw Quotation Software. Automate your quoting and sales processes - speed up, reduce mistakes and save time.

More Sales in Less Time- Quikflw Quotation Software

Produce attractive quotes in seconds using Quikflw Quotation Software. Automate your quoting and sales processes - speed up, reduce mistakes and save time.

More Sales in Less Time- Quikflw Quotation Software

Produce attractive quotes in seconds using Quikflw Quotation Software. Automate your quoting and sales processes - speed up, reduce mistakes and save time.



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Get Quotes out in Seconds, not Hours, and Automate your Sales Effort

Quikflw's Quotation Software allows you to send out quotes quicker than ever before. Produce attractive quotes with your branding, product images, and specification documents automatically added.

Save your sales team time by using scheduled emails to automatically chase quotes. Use the built-in CRM to store your clients. Create and send invoices from quotes in seconds.

Run your business from the office or remotely with staff easily able to access the system from their homes.

Create Flexible and Professional Looking Documents

Create and send personalised, professional, and attractive documents using the starter library of PDF templates, or create your own to match your business branding.

You have complete control of how your documents look. Include your logo, T&C's, information about your company or product. Add front and back cover pages to really make an impact.

Remove information you don't want your clients to see and easily swap between different PDF templates for different types of quotes and customers.


Improve visibility

Know What is Happening

All Your Quotes in One Place

Don't lose a quote or wonder whether one of your team has already sent it - find it from any computer, tablet or smartphone with an internet connection.

Track Enquires, Calls and Meetings

Use the CRM Pipeline to manage leads that are not ready to quote. Log events and view your upcoming calls on a calendar.

Report on your Quotes

View quotes by customer, salesperson, products/services and more with Quikflw's dynamic reporting.




Streamline and take-off

Speed up your Sales Process

eSignature Approval

Complete sales quicker with integrated eSignatures. Customers can approve quotes online and both you and the customer get confirmation emails.

Customer Quote Editing

Optionally, allow your customers to change quantities and remove items from their quotes and approve them without having to contact you.

Templates and Bundles

Build quote templates for common quotes and re-use these instead of having to create them from scratch each time. Use bundles/kits to group products or services together.

Automation

Use the optional automation tools to create and distribute jobs/orders, notifications and invoices with only one button click. It can even create and send invoices then post them automatically into your accounts system.


Improve Adoption using your Terms

Customize

Use your Workflow

Mirror the way you work with your quotes using customized quote stages in Quikflw. Rename, add, hide, re-order and remove.

Rename Tools and Fields (and Hide)

Rename columns to use your terms. Hide ones you don't want to see.

Custom Fields

Add in your own additional fields to quotes when the standard ones aren't enough.

Email Templates

Set up standard texts to send with different types of quotes or customers.


Save staff time by letting Quikflw email your clients

Automated Chaser Emails & Reminder

Let Quikflw Chase your Quotes

Set up as many chaser emails as you want for Quikflw to send to a prospect or client if they haven't accepted or declined your quote.

Configurable

Set emails to chase only certain types of quotes and clients.

Sales Team Reminders

Get emails listing quotes to chase every morning.


Making it easy to quote across different countries

Quote Across Countries

Cross Currency Made Easy

Quote in different currencies and automatically convert cost prices into your quote currency.

Calculate Import Duties & Freight

Add these to your product prices or the overall quote.

Swap Terms and Conditions

Change your associated terms and conditions at the click of a button depending on which country you are quoting for.


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Quote from Your Phone

Take photos, record details, send a quote or submit it to the office to check. Easily manage photos within the system - from location to quote seamlessly.

Allow sub-contractors to upload photos and drawings directly to your quotes without giving them access to the system or quotes using the Business Management Software's eForms functionality.


Quikflw has been designed and developed to be mobile friendly.

No installation required - works with iPhones, iPads, Android and Windows devices.

Read More About Mobile Quoting


Avoid double typing by creating invoices at the click of a button and sending to your clients.

Create Invoices, Sales Orders, PO's and more

From the quote generate orders, delivery notes, invoices, purchase orders, site surveys and more if you use the optional Business Management Software.

Shorten the sales cycle by allowing clients to complete the sale quickly

Terms & Conditions Automatically Added

Terms & Conditions can be automatically included in your quotes so there is no confusion over what you are offering.



Prospects can submit their requests from your webpage directly into the system

Automatically Add Website Requests as New Quotes

Create quotations automatically in Quikflw from your website using Quikflw's contact forms and add the prospect's details to the CRM.



Quote hire prices by the hour, day, week, month or year

Per Metre & Hire Pricing

Quote hire prices by the hour, day, week, month or year.

Calculate prices based on metres or other measurements.



Manage what discounts and quotes sizes can be sent without management approval, and control who sees what quotes and clients

Manage Discount & Access

Manage what discounts and quotes sizes can be sent without management approval, and control who sees what quotes and clients.






Works With


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.



14 Day Free Trial Request a Demo

See how Quikflw has Helped Others

14 Day Free Trial


14 days free trial

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Find our how it will work for you


Call on 0207 036 3720 to arrange a demo