FilaFlow

FilaFlow CRM · Quotes

Every quote with its customer and its deal.

Send a quote, see the answer, keep the next step in view. FilaFlow CRM keeps each quote with its customer and deal, lets you share a secure link, and shows when it was opened and how the customer answered.

The problem

Quotes live in email threads and PDFs. Which version did the customer see? Did they open it? Who was supposed to call back on Thursday? Sales get lost in the gaps between those questions.

What FilaFlow CRM does

Numbered quotes, every version kept.Available now

Keep the version your customer received. When you need to change it, create a new version.

Share a secure quote link.Available now

The customer opens the quote in their browser and can accept or decline with their name; you see when it was opened.

Valid until a date you choose.Available now

Both you and your customer can see when a quote has expired. Set a reminder before its expiry date.

Tax on each line.Available now

Different tax rates on different lines. One clear total in FilaFlow.

Accepted means a next step.Available now

When a customer accepts, their answer is saved with the deal and a next-step task appears on Today.

Connect the sale to its ERP order.Available now

Create an order from the deal or link an existing order. Keep production and invoices with it in the ERP.

One deal, worked through

  1. Enquiry

    A robotics club wants to book training sessions. It lands on your sales board as a new deal.

  2. Quote

    You send a quote for $260.00. They open the secure link; you can see when the quote was opened.

  3. Answer

    They accept and enter their name. A next-step task appears on Today; you plan the first session.

  4. Record

    The quote, its versions and the customer’s answer stay together in the customer’s history.

Illustrative example. Amounts in USD

  • Can the customer accept without an account?

    Yes. Your customer can open the quote and answer without signing in. Each quote has its own link, which you can revoke.

  • Does a quote become an invoice?

    In FilaFlow ERP, quotes and invoices stay with the order. Standalone FilaFlow CRM keeps quotes with the customer and deal.

  • Can I write quotes in my own words?

    Yes. Your labels, your terms, your notes; the numbers are counted for you.

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