In my experience no software has everything out of the box ready to go, I have trialled almost every CRM and/or quote application out there, but while they may excel in one area they are let down in others. Ive been using Quikflw for 2 years and the features and updates they have made in that period just demonstrate how committed they are in providing the best end to end CRM/Quote/Job/Invoice application out there.

I love how easy it is to use and how clean the pages are, you can control what information you see so clutter is not an issue. Everything is linked, quotes > jobs > purchase orders > delivery notes > invoices, you can see the full life cycle of a sale from start to finish and you can easily track each step. The quoting system is very simple but the end result is beautiful, you can do a quick one page quote or a full professional proposal or tender in literally less than 5 minutes (obviously once you have your designs set up). The quotation designs use Microsoft Word, so whatever look you can create in Word is how your end proposal will look - just uses template tags, you dont have to mess around with HTML/CSS like other software I have used in the past. You can customise every single document in Word, very important to me as I think a smart and professional looking proposal is important to give to clients as it demonstrates your attention to detail. The software is very progressive and is being updated on a very regular basis, again something I think is important. The new automation feature saves us even more time and can create documents for you automatically.

There is nothing I dislike about this software, the support is second to none and they take any suggestions you have seriously.

Any issues are quickly resolved by the provider. the are responsive adaptable and personable.

This Software is very quick and easy to setup to get branded quote management implemented. Within 1 hour, we had loaded all our data into it, my team had already figured out how to use it and were sending quotes to customers. We now have a tracker and reporting as well as being able to search through quotes history and content quickly which you could not do with word.

minor point regarding speed when searching and moving between quotes. Also cannot mass download all pdf / quotes created, but again no big issue.

It is very easy and quick to create a quotation and calculate the working labour hours using Quikflw. I have used many quotation products and this is proving to be the best.

Create custom reports is very easy. The software is easy to use. Very cost effective. Software is web-based, so it can operate on MacOS or Windows. I can create a quote very quickly.

The functionality of creating and copying "Kits" can be improved

With a national sales force, we needed software that can be accessed by everyone. The sales managers all raise the quotations, and they are signed off and sent by the admin staff at HQ, so we can ensure the correct components have been added and the quote is technically sound. We have reduced the requirement for additional admin staff as the quote is submitted as a request and then checked, rather that the sales force requesting a quote to be raised. I can see at a glance what the profit margin is on each quotation, I can also combine a couple of options onto one quotation by using sections, which reduces the amount of duplicate projects on the system. Finally, the search function on the software is excellent; if I need to see all the quotes with a certain product on it this can be done in a matter of seconds without having to export to excel. Overall, I believe the implementation of this software has streamlined the quotation process, and freed up time which would normally be spend on quotations to other areas of the business.

I really like the versatility of this product, and the way I am export all the information so I can interrogate it to extract the volume of key products quoted. I can also see the total value of projects quoted at a glance, and with minimal filtering I can get this information by sales person in a certain time frame, by project. In fact, I've yet to come across a piece of information I cannot find with minimal effort! The software is very versatile, and can be tailored to your own needs. The product support we've received from rep is exemplary, He has always managed to find a way to deliver the changes we have needed in the software to make day to day functionality easier. The quotation templates are excellent, and with the option of being able to add technical specification attachments to items, it means we can consistently deliver a full technical submission without time consuming collecting data each time a quote is raised. I'm really happy with the product, it has reduced the time taken for admin staff to raise quotations, and there is full traceability on each quotation, so there is a full history of who has done what. I've still not completely explored the full functionality of the software, but with handy updates posted on the Dashboard, I can see whats new with the software, and I often incorporate the advances into my operation and making quotation raising even more efficient and also add value to my customer's experience.

I've yet to find something that I'm not happy with. Everytime I have a query, rep can normally make it so.

Started using quikflw about 2 years ago, it's made may everyday business processes structured and organised. It has the ability to be flexible to cater to everyone's business needs and branding. The support staff are exceptional. I've been waiting a long time for a proposal software that works the way you want to work.

- Ability to create many styles of proposal/invoice/Purchase order templates. - So much Flexibility and customisation - Items list / Catalogue - Ability to keep track of all your quotes/purchase orders/invoices and delivery notes in one place. - Plan/project manage your Jobs - The software is always improving

Would be nice to be able to batch edit your product items - I believe this may be in development.

One of our biggest issues was gaining feedback from contractors following a site visit and having to waste employees time chasing photographs to enable our estimating department to produce quotations. Quikflw has pulled all aspects of our operation into one comprehensive package including accounts which allows me to monitor the business on a daily basis. The team at Quikflw are always on hand to resolve any questions arising from operator malfunction or general operational procedures. My team and all of our contractors, several hundreds, are reaping the benefits and more importantly, enjoy using the system..

Ease of use for all members of staff. Increased levels of professionalism. Adaptability of forms and contracts for clients & our contractors. Real time capture of on-site engineers reports & photographs. Easy overview of all aspects of our operation and individuals performance. Flexibility throughout.

Having to wait for the latest upgrade which to date, have all been fantastic.

Smooth, helpful, reliable and friendly.

The team is incredible. The portal is great and ever evolving, but they are also open to custom work and tweaks on the software to cater for our business. I run a successful technology company and it's ever-evolving so it's incredibly important that the technology we use moves in the same waves, it certainly does!! I've tried around 20 systems and this is the only one that would deliver what I needed.

nothing at all. and anything I was unsure of, The representative has changed to suit our needs.

In my business we have quite complex work flows for retail, installation, distribution, trade, developers etc. I found it fairly straight forward to program these work flows into Zigaflow, including the various fillable forms and certificates. The ability to have every stage of our workflows tracked with communication to the client has already paid dividends in the short time we have used the software. It's the perfect system for transforming a paper-heavy business into a paperless one. The integration with Stripe is revelation for businesses used to taking payments over the phone. Compared to similar systems from much larger companies, Zigaflow is small fraction of the cost. Very good value for money. Any issues I've had the tech support have resolved in a friendly and expedient manner.

No complaints, as of yet. Could do with a few more features, such as more automatic (eForms!) but maybe that's specific to my use case. I found I had to adapt a few things in a suboptimal way, but everything still worked in the end.

Have used Quikflw for about 3 or 4 years Any feature we request are always looked at and evaluated and talked about. In the early day with had a visit to our office in norwich by CSR

The ability to have both pricing in both GBP EUR The Ability of Kits and all are product in one place The ability to be able to have groups on the quote - service, Products ect and being able to include in the total or not.

Can’t think of any. It is the perfect product for us

As a company our experience has been very positive. The team at QUIKFLW are always very helpful and on hand to solve any issues / give advice. They also take on board improvement suggestions and look to implement them ASAP if viable.

Lots of different functionalities Removes the need for multiple software Always upgrading and improving very flexible software

Like any software getting to learn how to use it can be slow but once up and running everything is easy enough

We are able to put out professional looking quotes in a fraction of the time it used to take us. Using the Quikflw software has also helped us manage our margins on products better, where in the past we would often over-discount products to win a project.

Having used similar software before, I found Quikflw to be much more customisable and easier to tailor-make for our company needs. The quote templates are easy to set up and can be changed any time, adding and changing products on the system is also very intuitive and easy. One of my favorite features is being able to see exactly what my margin and mark-up is while doing a quote and applying discounts.

It is difficult to fault anything with the system, all my colleagues and myself are very satisfied with the product. Whenever we have a query or a problem with something we get in touch with rep from Quikflw and he sorts it out for us within hours.

The benefits of having this software is we now have visibility within the business, figures are more accurate and it has made the team more productive with the every day running of the business.

Easy to use, it has changed the way we work. Spreadsheets have gone. We now place quotes and turn them into jobs, we can see a true costing of the business now with the supplier PO's and exporting the information into Sage has also made the accounts team more productive.

There is nothing I don't really like about the software just waiting for some additional options i.e, would like a copy option on addresses and be able to book stock out direct from the Purchase order.

Saving lots of time now, built a full product database within which is all available to easily add to our quotes at the click of a button. Great experience and more than happy to recommend Quikflw!

This system ticked every box I was looking for, Its very easy to use, very easy to customise to fit our particular business, extremely good value for money compared to other similar systems out there and the customer service is fantastic - nothing seems too much trouble and Quikflw seem to be working hard to add even more!

There is nothing I have found so far that i do not like, if ever I have had a question i just pick up the phone or email!

Very happy. Clients love the clear layout.

Ease of use, Professional appearance & archiving.

I can not think of anything that I dislike. I am very happy!

Simple enough for any staff member to operate with ease no matter age or experience using computers. This program has increased our efficiency by the tenfold with creating quotations, order forms and generating invoices. Offers a basic but extensive enough CRM system to manage your daily tasks.

No email integration just yet but this is far outweighed by the other benefits listed above