When your opportunity/deal is ready to be quoted, create the quote with one click. The quote is created and the client’s details and the description of the deal are copied over to automatically. The opportunity/deal and quote are then linked to make it easy to move between the two.
When the quote’s status is changed, for example, it is sent, or the client accepts it, the connected opportunity/deal’s status is also changed and it moves along the pipeline. The statuses need to be mapped in the settings for this to happen. How to do this is explained here:
If you want to make sure that some items are always included in a quote, such as delivery charges, by setting this up, each user will always start off with the right items.
Find out more here.
Use Quikflw to trace your purchases and sales by batch number and expiration date.
Find out more here:
We’ve added the ability for end-clients to reject or fail an eForm without having to sign. This means you can use it for your artwork approvals process. Clients can accept the artwork but if they do reject it they can enter a reason on the form.
Quickly re-issue the new artwork and track what has been approved and declined against each job.
Quikflw can automatically chase clients with scheduled emails for each artwork approval request you make, taking the hassle of out of your job.
Find out more about this functionality here:
You can now insert a new item (product/service) in the position you want in a Quote, Job/Order, Delivery Note or Invoice. Click on an item’s menu above or below where you want to insert the new item and select ‘Insert Before’ or ‘Insert After’. The item selection panel will appear and any items you add will be inserted above or below the item you have selected.
The dashboard enables you to report across some, or all of the modules you use on one screen. This intro video shows you how to get started.
Do you want to send quote reminder emails automatically for some clients but not others? Or send a different sequence of emails?
You can now do this with the latest additions to the scheduled messages’ functionality – it allows filtering by client tag and business type.
You can filter your scheduled messages in this way for jobs, invoices and delivery notes. PO’s can be filtered by the business type only.
If your client no longer wants an item and you want to make it clear that you have removed or swapped it for something else you can now show it as struck-through on your quote, job, or for suppliers on your PO.
On the quote, job, invoice, PO or delivery note, select the item’s menu and select ‘Cancel Item’.
On the edit screen it will also be struck through:
You can remove the strike-through by selecting ‘Uncancel Item’ in the men again.
Manage your support, maintenance, licence, back-ups, warranty and lease contracts in Quikflw. Allow the client to eSign the contract, automatically generate invoices every month and set up a sequence of emails to notify your clients of renewal. Also, sequence emails to your staff to manage upcoming and expired contracts – all automatically.
We’ve started adding more videos to help you get more from the system. All these videos will be put in our support section as well but will be easier to browse on our YouTube channel.
- Click on this link: Quikflw YouTube Channel
- Click ‘Subscribe’ on the YouTube channel