QuoteFlow is the CRM from ZoolCoder for B2B sales teams. Customers, opportunities and activities sit in one pipeline. Proposals are priced from your catalogue under your pricing rules, discounts go to the right person for approval, and the proposal leaves as a Word and PDF document in your company’s look.
- Languages
- English
- Platform
- Web
- How to get it
- Sign in at qtflo.com, or book a demo
What it does
Who it is for
- Sales teams
- Industrial suppliers
- Rental and service companies
- Water-treatment companies
Customers and pipeline
Customers with contacts and activities, opportunities by region and country, a pipeline board and lost reasons, with CSV import and export.
Proposals from your catalogue
Rental, service, consumable and transport lines from the catalogue or written by hand, with revisions and a comparison of versions.
Pricing rules and approvals
List prices and rule sets with discount authority per role. Anything above it goes to an approvals inbox.
Documents in your look
Templates built from blocks on your Word look, with pictures, equipment descriptions and datasheets, issued as Word and PDF.
Technical data with the sale
For water treatment, the customer’s water analysis and treatment goal are recorded with the opportunity.
Roles and audit
Users and roles scoped to a region or country, document folders and an audit log.
How it works
- 01Set up your catalogue, prices and roles.
- 02Record customers and opportunities.
- 03Build, approve and send the proposal.
What it shows we can build for you
QuoteFlow shows what we build for sales teams: one system from first contact to an approved proposal, with your own rules built in.
SolutionsRequests and client portalSolutionsDocument and message automationHow we built itQuestions
Can QuoteFlow be set up for our products?
Yes. The catalogue, pricing rules, roles and document look are configured for your company.
Can we bring our existing customers?
Yes. Customers import from CSV and export to CSV whenever you need them.
Where do the proposal documents come from?
From templates built in the app on your Word look, or from your own Word files. Each issued proposal is saved as Word and PDF in the opportunity’s folder.
Want a product like these?
Tell us what you need. We will say whether one of our products fits, or whether a custom build is the better start.