BizFlowSuite Knowledgebase
Welcome to our support center. Browse topics, get instant answers, and make the most of BizFlowSuite’s features. If you need personal assistance, contact us here.
Getting Started
- How to create your first account coming soon
- Understanding the dashboard coming soon
- User roles and permissions coming soon
- Setting up your profile coming soon
Lead & Client Management
- Adding and managing leads coming soon
- Follow-up checklist
- Client data import/export coming soon
- Lead follow-up CRM
Quotes & Invoices
- Creating a quotation
- Quotation vs proforma invoice
- Adding taxes and terms coming soon
- Sending quotes to clients coming soon
Workflow & Approvals
- Creating custom workflows coming soon
- Set up an approval process
- Notifications and reminders coming soon
- Track field sales visits
Product & Expense Management
- Setting up product catalog coming soon
- Managing pricing tiers coming soon
- Control team expenses
- Generating expense reports coming soon
Account & Billing
- How to upgrade your plan coming soon
- Payment methods supported coming soon
- Invoicing and receipts coming soon
- Cancelling or downgrading coming soon
Still need help? Reach out to our support team →
More step-by-step guides are on the way. Need help now? Contact support.