Quikflw is an online quoting and invoicing software that consists of a set of tools for streamlining your business paperwork. Its main modules include Quotations, Invoices, Jobs/Sales Orders, Purchase Orders, Delivery Notes and an integrated Stock Control/Inventory Management system. This simple and easy-to-use platform simplifies and expedites your time-consuming tasks in only a few clicks. By automating repetitive tasks, you can eliminate manual data entry from your workflows to save time and focus on more crucial tasks. Since the software lives in the cloud technology, it runs on any browser and your data is securely stored and regularly backed up.
The platform has a robust template functionality that automatically generates specifications or covering letters to leverage your quotes. Using the existing data in your system, you can easily create invoices, risks assessments, and job sheets, among other documents. Clients are allowed to edit and accept quotes which provide convenience for your clients and empower them to pay immediately. This quoting and invoicing solution helps you in creating and sending professional documents, completing your sales workflow and controlling staff access. In addition to including a CRM database with sales pipeline and event management, you can automate and sync this tool with other leading cloud systems such as Salesforce, QuickBooks, and Xero.
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List of Benefits
Quikflw is a reliable tool in automating your quoting and invoicing tasks online. Here are some of this software’s benefits:
Various Invoicing and Quoting Tools
Quikflw is an easy-to-use platform that automates various repetitive tasks to eliminate manual data entry from your workflows. It has a wide array of modules that include Quotations, Jobs/Projects, Delivery Notes, Invoices, Purchase Orders, and Stock Control/Inventory Management. It also has its own CRM system for tracking customer information and interactions.
Create Professional Documents
A couple of Quikflw reviews indicate the platform helps users streamline the creation and delivery of personalized, professional-looking documents. It offers existing PDF templates or you may customize your own to match your business branding. The software gives you complete control over how you want your invoices, quotes, order confirmations, purchase orders and delivery notes to look.
Centralized Sales Workflow
From a single dashboard, you can manage your entire business workflow—from quotation and sales order to delivery note and invoices—with ease. The system simplifies moving of orders that the whole team can access. It optimizes conversion of workflows and generates purchase orders at a single click of a button from quotes or jobs. Clients can accept quotations and confirmations on a webpage which automatically updates the system and sends you a notification.
Manage Staff Access
Based on our Quikflw reviews, users can stay on top of user management and access. This is highly customizable as you can choose which accounts can view invoices. You can set which users can access which modules by simply ticking off among quotations, jobs, delivery notes, invoices, and purchase orders. You can also assign them specific user roles with own privileges.
In our Quikflw reviews the software has been distinguished with our Great User Experience Award and Rising Star of 2018 Award.