Quote approval workflow
Send every quotation through approval before it goes out: one step on Free, manager then finance on Growth and Enterprise.
Read moreQuotation & proforma invoice builder
Professional quotations and proforma invoices in minutes
A quotation is often the moment a sale is won or lost, yet many teams still build them in a fresh document each time. That takes longer than it should, and it lets details drift from one salesperson to the next.
BizFlowSuite lets your team create quotes and proforma invoices for a customer, produce a PDF, and keep every quote in one place.
What you get
Quotes tied to the customer
Every quotation sits on the customer record, so the history is easy to find.
Approval before it goes out
Single-step approval on Free, manager then finance on Growth and Enterprise.
Your branding on the PDF
Add your own branding to quote PDFs on Growth, or use white-label PDFs on Enterprise.
How it works
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Pick the customer
Start from an existing customer record.
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Build the quote
Add the items, quantities and prices, and check the total.
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Approve and send
Route it through approval, then share the PDF with the customer.
In more detail
Every quote is tied to a customer, so you can see what has been offered to whom without searching through email or chat history.
Approval is built in. On the Free plan a quote goes through a single approval step. On the Growth and Enterprise plans it can go through a manager and then finance before it is released.
The Free plan includes 25 quotes a month, and Growth and Enterprise have no monthly limit. Quote PDFs can carry your own branding on the Growth plan, and Enterprise teams can use white-label PDFs.
Questions about quotation & proforma invoice builder
How many quotes can I create?
The Free plan includes 25 quotes a month. Growth and Enterprise plans have unlimited quotes.
Can quotes go through an approval step?
Yes. The Free plan has a single approval step. Growth and Enterprise add a manager-then-finance approval workflow.
Can I put my own logo on quote PDFs?
Custom branding on PDFs is included in the Growth plan. White-label PDFs are included in the Enterprise plan.
More from BizFlowSuite
Try it on the free plan
Two users and 25 quotes a month, no card needed. Upgrade when your team outgrows it.