Version 1.0 — Beta

Quoting, invoicing, and job management — in one dashboard.

QuoteFlow System brings quotations, invoicing, purchases, finance, customer management, and field work tracking into a single business management platform for South African contractors and service businesses.

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Dashboard QuotationsInvoicingPurchases FinanceCustomersField WorkReports
Open Quotes
12
3 expiring soon
Pipeline (VAT Incl.)
R 184k
Live
Win Rate
62%
Last 30 days
Revenue This Month
R 96k
Sent + paid
Modules

Every part of the sales and operations cycle, connected.

QuoteFlow replaces a patchwork of spreadsheets and disconnected tools with one system that tracks a job from first quote to final invoice.

📝
Quotations
Create, send, and track quotes with full status visibility — draft, sent, accepted, declined, or expired — and a live win-rate dashboard.
🧾
Invoicing
Convert accepted quotes directly into invoices. Track sent, paid, and outstanding amounts against your monthly revenue target.
📦
Purchases
Manage supplier purchases and link costs back to the jobs and quotes they belong to for accurate margin tracking.
💰
Finance
A consolidated view of revenue, outstanding balances, and customer account statements with ageing analysis.
👥
Customer CRM
Maintain customer records and flag dormant accounts that haven't been quoted in 90+ days — before a client quietly goes elsewhere.
🛠️
Job Cards & Field Work
Track jobs through to completion with job cards, keeping field work tied back to the originating quote and invoice.
📅
Calendar & Reminders
Built-in calendar for scheduling and survey reminders with upcoming-event visibility from the main dashboard.
📊
Reporting Dashboard
Live and classic reports covering monthly performance, quotes created versus won, and revenue trends over time.
⚙️
Products & Services
Maintain a central catalogue of products and services used to build consistent, accurate, and professional quotations every time.
Pricing

Start free. Upgrade when you're ready.

Install QuoteFlow and run it against real quotes and invoices at no cost. Full licensing is being finalised — register your interest to be notified at launch.

Free Trial
R0
No card · no commitment
Full feature access to evaluate QuoteFlow on your real quoting and invoicing workflow.
Quotations & invoicing
Customer CRM & finance
Job cards & field work
Reporting dashboard
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Full Licence
Coming Soon
Licensing in development
QuoteFlow is currently available as a free trial. Register your interest and we'll notify you the moment licensing opens — with early-adopter pricing.
Unlimited use per licence
Priority access at launch
Early-adopter pricing
Notify Me

Ready to see it on your business?

Download the trial or contact us for a walkthrough of how QuoteFlow fits your quoting and invoicing process.

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