Quotes & orders
The customer says yes. You don’t retype a thing.
You sent three quotes last week. One was accepted, one is waiting for an answer, and you forgot to follow up the third. In Flow, every quote has a status: draft, sent or accepted. You turn the accepted quote into an order or invoice in one click, with the same customer, amounts and description.
Available from Flow Lite.
What’s included
- Automatic quote numbering in a fixed format, so your numbering stays chronological and logical.
- Status per quote (draft, sent or accepted), so you see at a glance where each quote stands.
- Filter by status, customer, document number, period and tags. Even months later, you’ll find the right quote.
- Your own tags per salesperson, type of service or priority, separate from the standard fields.
- View, edit, duplicate or delete directly from the overview.
- You manage orders the same way: automatic numbering, status tracking, filters and tags.
- From quote to order to invoice: what you enter correctly once, you don’t have to type again.
What it gives you
- You always know which quotes are still open and which ones to follow up.
- Continuous, logical numbering without having to keep track of it yourself.
- You find any quote or order quickly, even months later.
- An accepted quote becomes an order or invoice without retyping, so fewer typos.
- You follow up quotes and orders in one place, in the same way.
What you enter correctly once, you use all the way to the invoice.
Ready to switch between tools less?
Try Flow free for 14 days. You’ll see straight away whether it fits the way you work.