Sales Flows - overview
Sales Flows - overview
Welcome to Sales Flows, our e-commerce solution for professional services firms. Sales Flows are included in all subscriptions.
Sales Flows let you
define your services and prices manually or via a CSV uploader
group your services into sections or groups
assemble packages from a list of services
configure prices in multiple currencies
define sales taxes or value-added taxes
assemble quotes and proposal via client portals using packages or individual servicess
charge your clients via Stripe
send quotes and proposals without portals (this feature is coming soon)
How to get started?
Configure your Sales Flow settings. Go Home/Sales Flows and add your Services, Taxes, Currencies, and Packages
