You now have the option to export a Purchase Order (PO) directly from Quikflw to the QuickBooks. This means you can use QuickBooks to input your suppliers’ invoices, rather than putting them into QuickBooks and transferring across.
How to Export
- Open the PO
- Make sure the status is not Draft or Cancelled
- Click on ‘Export to QuickBooks’
This functionality is also available for clients using Xero.
If staff in your office enter opportunities and assign them to a salesperson this notification can now be done at the click of a button:
The salesperson receives an email with a link to the opportunity.
Moving to Another Pipeline
An opportunity can be moved to another pipeline by clicking on the item menu and selecting ‘Move Pipeline Item’:
This moves it the start stage of the new pipeline.
To improve the accuracy of sales forecasts and sales pipeline analysis you can now enter the expected close date (‘Expected Date’) and a weighted value is calculated from the probability (e.g. a potential sales with the of value £10,000 and a probability of 50% will be given a weighted value of £5,000).
In the next few weeks, we will be rolling out more improvements to help add up all the opportunities in a pipeline.
You can now see and edit your events on a calendar:
Swap between Day/Working Week/Week/Month and other views. Drag-and-drop to move times and dates.
You can go back to the list view using the ‘List’ button at the top-right.
Take the drudgery out of remembering to chase quotes – Quikflw can automatically send reminder emails to your clients. This can include a link or the PDF again.
You can set up as many reminder emails as you want in a sequence, specifying how many days after sending the quote an email will be sent. Set up one-off emails or ones that will be added to all new quotes.
Find out more here.
Rather than phone or send you an email, your prospects and clients can now message you directly from the quote and job web pages:
You get an email notification that the customer has left a message and you can see this on the quote or job, in the ‘Messages’ tab:
If you respond using the tool, the client gets an email:
They click on the link to respond and see the rest of of the message trail next to the quote or job.
This means that your conversations about a quote can be kept within the system and linked to the quote. You can also use the internal notes tab for comments you don’t need the client to see.
If you have set up a default email for quotes to be sent from, or you have connected to Quikflw to your mail system, this email will come from that rather than the Quikflw one.
If you want to prevent some sales staff from changing your prices on a quote you now have this control. This means they can use only the prices you have set up for your products and services.
As part of this, you can also prevent them from adding one-off items that could be used to reduce the value of a quote.
Find out how here.
Make sure the correct data is entered by users with the new custom field functionality. You can specify that a custom field is a Dropdown, number, date or text:
Resulting in this:
The new functionality is available across all the tools.
Manage your different types of work with ‘Business Type’. You can set up as many as you need and then designate your quotes, jobs/projects/sales orders, purchase orders, invoices, and delivery notes. View on the list screen to help manage your resources, and export to Excel to improve your reporting.
Find out how to get started with this here.
Use the new filter functionality to select one or more companies (i.e. customers), contacts and assigned users on the list/pipeline screens:
Select a customer and it is added to the box. Select another one and it is added as well.
Save time by seamlessly copying across images from other quotes, jobs, etc. without having to download them to your desktop.
This currently only works on the top level images on a quote, job, etc. We may add it for section images depending on feedback.
It will be added to the sign-off functionality in the next two weeks.