Generate a Quote from a Pipeline Opportunity/Deal with one Click (and auto-move in sequence)

Deal

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:

https://support.quikflw.com/hc/en-gb/articles/360001045037-Deal-Pipeline-Set-up

 

Use Quikflw for Artwork Approval (and Rejection) Management

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:
https://support.quikflw.com/hc/en-gb/articles/360003762617-Creating-Client-Approvals-Artwork-Drawings-etc-

Improved Control of your Chaser Emails

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.

Scheduled Email

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.

 

Strike-out lines on your Quotes, PO’s & Jobs – letting your client know what you’ve removed

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.

StrikeThrough1

On the quote, job, invoice, PO or delivery note, select the item’s menu and select ‘Cancel Item’.

StrikeThrough3

On the edit screen it will also be struck through:

StrikeThrough2

You can remove the strike-through by selecting ‘Uncancel Item’ in the men again.

 

Manage Contracts in Quikflw: Support, Maintenance, Licences & Warranty – and Automatically Send Reminder Emails to Clients

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.