Get emails daily or weekly letting you know which quotes you need to chase.
Set the number of days since you sent your quotes and have had no response. The system will then email you daily or weekly with a list of those quotes, ready to chase.
To get started, go to the Cog, select ‘Reminder Settings’, then ‘Quotations’ and then ‘New Reminder’.
You can reduce what you and your team see on the edit screens by hiding and removing fields you don’t need.
You might only want to see the company and contact name:
Or see more by default without having to click on the ‘Show More Settings’:
You can set this in the setting page for each tool (e.g. Quotations Setting).
If you need to generate repeat quotes, jobs or invoices every month, year or week, Quikflw now gives you that functionality.
On the quotations, jobs or invoices screen, click on the button ‘Recurring’ at the top, then click on ‘New Recurring’ to set up your document. All the quote, invoice or job details will be the same as usual but you can then set the recurrence rule:
The documents are generated into their initial status as if you had created them manually from a copy of a previous quote, job or invoice.
You can now see your quotes, jobs, invoices and purchase orders in a pipeline style screen and drag-and-drop one into a different status, instead of having to open it. Just click on the Pipeline button at the top right to change to this view. Click on the Grid button to revert to the list view.
You can now specify with flexibility the expected payment dates for both your sales invoices and supplier invoices. For your sales invoices, this can be set across your company but override for some customers.
If you post your invoices to your accounts package from Quikflw this will give you a more accurate forecast of your cash flow.
You can select from:
- x day(s) after the invoice date
- x day of the following month
- x day(s) after the end of the invoice month
- x day of the current month
You can set your default payments terms in the Invoice Settings and for individual customers and suppliers on their edit screens.
If you use Jobs as the starting point of your process you may want to occasionally mark up a supplier’s prices. This functionality has been in the Quotes modules for a while but is now available Jobs. It can only be applied to all the items in a Job – not on an item by item basis as is the case with Quotes.
Use the ‘Apply’ button at the right of the job edit screen to bring up this screen and decide what to apply it to:
When a customer comes back months later to revive a quote you may need to update the prices you have given. This previously time-consuming and tedious task has now been automated in Quikflw’s quoting software.
You can select a single item and select ‘Refresh Price’ or update all the prices on the quote using the ‘Apply’ button at the top right.
If you want custom fields for your clients and suppliers they are now available. Use this to add details such VAT number or customer specific T&C’s.
So that Quikflw shows the information that is important to you in the right places, you now can change the order that the columns appear on both the list and edit screens. Click onto the column header you want to move and drag it to where you want it to go and then drop it.
On both the list and edit screens you can now resize columns widths by clicking and holding the line between the column you want to resize and the next and dragging it to the left or right.
You can reset the columns to their defaults by clicking on the link at the bottom of the pages ‘Reset Column Orders & Sizes’.
The leading business software review site CompareCamp recently recognised Quikflw with two awards:
- Great User Experience
- Rising Star of 2018
The Great User Experience was awarded after they had tested the quotation through to invoices system for clean design, accessibility, clarity, and ease-of-use. The reviewers highlighted how the system gives control over documents and creates an easy to understand workflow from Quotes to Jobs to Purchase Orders to Delivery Notes and Invoices.
Keeping the system easy-to-use is an on-going job as we add more functionality and we are delighted to be recognised for what has been done so far.
The Rising Star Award was given due to the increase in client base as well as how existing clients are benefiting as more functionality is being added based on their feedback. We know it’s a big factor to our clients that the system keeps improving how they work and the recognition of this with the award was very pleasing.
CompareCamp is a reputable online resource for reviews on B2B and SaaS solutions prepared by a team of software experts. CompareCamp reviews encompass all types of business solutions in the market. Aside from making product analysis, they also create comprehensive guides to assist businesses in making informed buying decisions across a wide selection of business tools and apps.